Year End Statement

Navigation path

Reporting > Transactions > Audit

Report synopsis

The year end statement calculates the income and expenditure by analysis code and displays as totals by sort key.

Display 

Show report with:
Report notes: Enables a free text box to add your own notes and displays at the top of the report.

Settings

Exclude inactive: Tick to exclude any inactive analysis codes.
 

An example of the report is below;

Screenshot 2026-07-20 153456.png


Marking this report as a favourite

If you would like to save this report to your favourites, click the star icon next to the report. You can find more information regarding report favourites in this article Report Favourites.

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