> ## 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.

# Statement of Activities

> Generate and export the Statement of Activities financial report filtered by fiscal period and fund in the Finance & Revenue core.

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

## 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`.

## Who it's for

Access follows your organization's role and module configuration. ## Before you start

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

## 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.

## 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.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>