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Financial Statements is a tabbed hub page that consolidates the Balance Sheet, Statement of Activities, Cash Flow Statement, and Functional Expenses report into a single navigable interface. Route: /fa/reports/statements.

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Overview

The Financial Statements Hub is accessible at /fa/reports/statements and requires permission fa.reports.view. The component (FinancialStatementsHubPage) uses useTabUrlState to sync the active tab with a ?tab= URL parameter. Valid tabs (from VALID_TABS):
Tab keyLabel
balance-sheetBalance Sheet
statement-activitiesStatement of Activities
cash-flowCash Flow
functional-expensesFunctional Expenses
Each tab content is lazy-loaded: BalanceSheetContent, StatementOfActivitiesContent, CashFlowContent, FunctionalExpensesContent. A TabFallback skeleton is shown while loading. Statement template management is available at /fa/reports/statements/templates/new (create) and /fa/reports/statements/templates/:templateId/edit (edit), both gated behind fa.statement-templates.create and fa.statement-templates.update respectively.

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Who it’s for

Requires permission fa.reports.view.

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Before you start

  • You must have fa.reports.view permission.
  • The general ledger must contain posted entries for meaningful report data.

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Steps

  1. Navigate to Finance → Reports → Financial Statements (/fa/reports/statements).
  2. Select a tab: Balance Sheet, Statement of Activities, Cash Flow, or Functional Expenses.
  3. The selected tab content lazy-loads and renders the report.
  4. The active tab is reflected in the URL (?tab=<key>) for bookmarking.

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Key concepts

ConceptDescription
useTabUrlStateHook syncing active tab with URL ?tab= parameter
VALID_TABS['balance-sheet', 'statement-activities', 'cash-flow', 'functional-expenses']
StatementTemplateWizardPageWizard for creating/editing statement report templates

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/FinancialStatementsHubPage.tsx