Social Impact Report Snapshots

For more information on how to manage report snapshots in general, see Report Snapshots.

For information on standard report snapshots in NetSuite, see Standard Report Snapshots Table.

The following table lists the Social Impact report snapshots that can be displayed on dashboards for some customized roles:

Report Snapshot

Description

Edition

Expenses by Department

This snapshot shows all the expenses tagged with a Department.

For details on the Department segment, see Departments and Classes Overview.

NFP Starter Edition

Expenses by Grant

This snapshot shows all the expenses tagged with a Grant.

This snapshot is based on the Grant Expenses by Year report.

For details on the Grant custom segment, see Custom Segments for NFP Financials.

NFP Starter Edition

Expenses by Program

This snapshot shows all the expenses tagged with a Program.

This snapshot is based on the Program Expenses by Year report.

For details on the Program custom segment, see Custom Segments for NFP Financials.

NFP Starter Edition

Functional Expense

This snapshot shows all the expenses tagged with a Functional Expense.

This snapshot is based on the Statement of Functional Expense report.

For details on the Functional Expense custom segment, see Custom Segments for NFP Financials.

NFP Starter Edition

Grant Revenue

This snapshot shows all the revenue tagged with a Grant.

For details on the Grant custom segment, see Custom Segments for NFP Financials.

NFP Starter Edition

Revenue by Program

This snapshot shows all the revenue tagged with a Program.

This snapshot is based on the Program Revenue by Year report.

For details on the Program custom segment, see Custom Segments for NFP Financials.

NFP Starter Edition

Revenue by Restriction

This snapshot shows all the revenue by Restriction.

For details on the Restriction custom segment, see Custom Segments for NFP Financials.

NFP Starter Edition

Revenue Stream Distribution

This snapshot shows all the revenue tagged with a Revenue Type.

This snapshot is based on the Revenue Stream Distribution by Year report.

For details on the Revenue Type custom segment, see Custom Segments for NFP Financials.

NFP Starter Edition

Related Topics

General Notices