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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Statement of Activities page (/fa/reports/statement-activities) renders a financial report with period and fund filters plus export and save capabilities.

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Overview

The Statement of Activities page provides a financial report filtered by fiscal period and fund. It uses useStatementOfActivities to fetch report data and useFiscalPeriods / useFunds for filter options. The page includes ReportExportButtons for export and a SaveReportDialog that saves the report definition as a stmt_activities type via useSaveReportDefinition.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • At least one fiscal period should exist to generate meaningful data.
  • Optional: fund records can be used to filter the report.

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Steps

Generate the Statement of Activities
  1. Navigate to /fa/reports/statement-activities.
  2. Select a Fiscal Period from the filter.
  3. Optionally select a Fund filter.
  4. The report renders automatically.
Export the report
  1. Use the Export buttons to download in the available format(s).
Save the report definition
  1. Click Save Report.
  2. Enter a name and optional description.
  3. Choose whether to mark as default.
  4. Save.

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Key concepts

  • Statement of Activities: A financial statement report type identified as stmt_activities in the platform’s report definition system.
  • Fund filter: Optional scoping by fa_funds record.

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/StatementOfActivitiesPage.tsx
  • src/cores/fa/hooks/useStatementOfActivities.ts
  • src/cores/fa/components/StatementOfActivitiesReport.tsx
  • src/cores/fa/components/ReportExportButtons.tsx