Objective: Create a summarized Statement of Activities comparing this year to last year.
1. Navigate: Go to Reports > Financial Statements > Statement of Activities.
2. Set Dates:
◦ Date Range: Select Fiscal YTD from the dynamic date list.
◦ Comparative Date Range: Select Last Fiscal Year.
3. Set Options:
◦ Check Org Totals Only (to keep the report concise for the Board).
◦ Check Round to Whole Amounts.
◦ Check Include Amount Change Column.
4. Generate: Click Generate Report.
5. Review: Select the PDF view. Verify that the report shows two columns of data (Current Year and Last Year) and a third column showing the difference.