/fundmanagement/reporting/Recent content in Create Reporting Data on pryme DocsHugo -- gohugo.io/fundmanagement/reporting/fundanalysis/Mon, 01 Jan 0001 00:00:00 +0000/fundmanagement/reporting/fundanalysis/ <p>The <strong>Fund Analysis</strong> report is a report in the Fund Management module that provides a structured and comprehensive view of Fund Ledger Entry transactions through an Excel-based report. When the report is generated, it produces an Excel file containing the following:</p> <ul> <li>A detailed sheet listing all Fund Ledger Entries, including relevant transaction-level information.</li> <li>Three additional sheets where these entries are grouped by Fund, Funder, and Project, respectively. These groupings provide a high-level summary, enabling users to quickly assess fund allocations and usage.</li> </ul> <p>Users have full flexibility to customize the Excel file according to their analysis needs. They can:</p> <ul> <li>Create and configure pivot tables to visualize and aggregate data.</li> <li>Apply filters, formatting, and additional calculations.</li> <li>Modify the layout to suit specific reporting or auditing requirements.</li> </ul> <p>This report is particularly useful for gaining insights into fund allocation, tracking contributions by funders, and analyzing project-related financial activity.</p> <p>To run the report, navigate to the <strong>Funding</strong> menu and select <strong>Fund Analysis</strong> from the available options.</p>