Consolidated I&E

The Consolidated Income & Expenditure report rolls every centre’s postings into a single cross-NGO view grouped by category. It’s the head-office version of the per-centre I&E statement.

Who can see it

Only Platform Admins. It appears in the sidebar under the NGO section.

How to read it

The page is three blocks:

  1. Three KPIs — Total receipts YTD, Total payments YTD, Net surplus / deficit.
  2. Receipts by category — every donation category used across any centre, with the grand total across centres and the count of centres contributing.
  3. Payments by category — the same for expenses.

Data source

The report reads from the same 15-minute cached rollup as the NGO dashboard. Clicking Refresh now on the NGO dashboard updates this report as well.

CSV export

Click Download CSV on the top right. The file is UTF-8 with BOM for Excel compatibility and includes a VY-META header line identifying the fiscal year. The CSV layout: 

Section       Category          Code         Total (INR)
Receipts      General Donation  GENERAL      1250000.00
Receipts      FCRA              FCRA           50000.00
              TOTAL RECEIPTS                 1300000.00
Payments      Admin - Rent      ADMIN_RENT    180000.00
              TOTAL PAYMENTS                  180000.00
              NET                            1120000.00

Scope notes

  • Only POSTED transactions count.
  • Draft / pending / approved / voided rows are excluded across the NGO.
  • Each category total aggregates across all centres that posted under that category code. If the same code name is used in two centres they are summed together.
  • Per-tenant audit chain integrity is verified separately on the NGO dashboard — the I&E report assumes a clean chain. If any centre is red on the NGO dashboard, treat this report’s numbers for that centre with suspicion until the chain is reconciled.