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Net Assets Analysis

At times, you may need to compare net assets based on their restrictions — such as temporarily restricted or unrestricted — and review trends over time. To quickly assess your organization's current net assets as well as trends, select Net Assets from Analysis, Dashboards for a dashboard of key metrics.

Tip: When you add a dashboard, you can enter a nickname to help you easily identify and work with it. For more information, see Manage Dashboards.

Note: When you apply a filter, all metrics in the dashboard are updated. For more information, see Net Assets Analysis Filters. Note that the Post date filter does not apply to calculations under Current totals.