Functional Expenses Matrix

Functional Expenses Matrix renders the cross-tabulation of natural expense categories against functional expense classifications (program services, management and general, fundraising) for a selected date range and optional fund filter. Route: /fa/reports/functional-expenses-matrix.

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Overview

The Functional Expenses Matrix page is accessible at /fa/reports/functional-expenses-matrix and requires permission fa.reports.view. The component (FunctionalExpensesMatrixPage) calls useFunctionalExpensesMatrix(orgId, periodStart, periodEnd, fundId) which invokes the fa_functional_expenses_matrix() RPC. Fund options are loaded via useFunds. Results are displayed in a DataTable with rows typed as MatrixDisplayRow:

• kind: 'line' — a natural expense category row with columns for naturalCategory, programServices, managementGeneral, fundraising, total
• kind: 'total' — a summary total row

Date range defaults to year-to-date (first of current year through today). Export is available via ReportExportButtons.

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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 have functional expense classifications applied to transactions.

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Steps

1. Navigate to Finance → Reports → Functional Expenses Matrix (/fa/reports/functional-expenses-matrix).
2. Set Period Start and Period End dates (defaults to year-to-date).
3. Optionally filter by Fund using the fund selector.
4. Review the matrix table showing natural categories cross-tabulated against program, management, and fundraising functions.
5. Review totals in the summary row.
6. Export the report using ReportExportButtons.

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Key concepts

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Related

Documentation sources

• src/routes/fa.tsx
• src/cores/fa/pages/FunctionalExpensesMatrixPage.tsx