Hi Faith Mupakaviri I don't suppose you would be able to help with this question.

Hi Natalie and Hi Amy

There are a few ways I do my reports depending on the size of the charity organisation I am reporting for.  In some cases, I post everything on the system after

making adjustments on the chart of accounts to reflect the descriptions I need when reporting.  I then finish on my formulated templates for filing with the authorities. 

In sage I can use departments etc, those can be changed to suit your descriptions.  If you are a sage customer you can make enquiries about bespoke reports and

sage support team are very helpful. 

I have also started using sage intelligence for creating reports.

When I go to the reports, I will see sage intelligence, favourites and all reports. I make my choice there and create  reports with my logo if I wish to.

The most important thing is to make sure the chart of accounts have the descriptions you need for items that are for Statement of Financial Activities

(where you show - income and expenditure with the columns e.g :     General Fund       Designate Funds     Restricted        Endowment         Total 

                                                                                                             (unrestricted)         (unrestricted)              Funds               Funds            2021-22

& Balance Sheet (Fixed assets etc and Funds of the Charity) :     same as above

If you do not want the root of a software, use e.g excel then use formulas to pull data into the reports and continue that way just changing the figures.

Hopefully this helps.