Statements & reports

Sukrit Nidhi ships four canonical statements per centre, plus a donor statement for individual donor histories. Each one has an on-screen view, a PDF export, and an Excel export.

PDFs and Excel files are always rendered in light theme — regardless of your on-screen theme — because archival consistency matters more than personal preference. Your auditor in 2030 should see the same document you exported today.

The four centre statements

StatementWhat it showsTypical use
Cash & Bank Book Every movement in and out of a selected payment account in date order, with running balance. Month-end cash box tally, bank reconciliation.
Receipts & Payments All inflows and outflows for the period, grouped by category. Standard NGO filing with the Charity Commissioner.
Income & Expenditure Posted donations and expenses for the period, grouped by category with net surplus / deficit. Trustee meetings; annual report.
Donor Statement All donations from a specific donor across a period. 80G follow-up; donor relationship reports.

Running a statement

  1. Go to Statements in the sidebar.
  2. Pick the statement type.
  3. Pick the period — either a named range (This month, This FY, Previous FY) or a custom start / end date.
  4. Apply optional filters (payment account for the Cash & Bank Book; donor for the Donor Statement).
  5. Click Run.

The statement renders inline. At the top you’ll see the export bar with PDF and Excel buttons, plus a fingerprint showing the SHA-256 of the underlying data set — useful if you need to prove later that two different exports were produced from the same data.

Pagination

Every list in Sukrit Nidhi supports a page-size dropdown (10 / 15 / 25 / 50 / 100). Your choice is remembered per list across navigation. 25 is a good default for a wide desktop; 10 keeps things scannable on a laptop.

Export formats

  • PDF — print-ready, includes the NGO header, centre name, period, and a signature block at the foot. Suitable for submitting to trustees or auditors.
  • Excel — raw data with a computed totals row. Use this when you need to further analyse the data in a spreadsheet.
  • CSV (only from the list views) — UTF-8 with BOM for Excel compatibility. Carries a VY-META header line that records the filter parameters used, so you can reproduce the same export deterministically.

What’s excluded

  • DRAFT, PENDING_APPROVAL, APPROVED, and VOIDED rows never appear on statements. Only POSTED is counted.
  • Expenses without an attachment do appear — attachment presence is not part of the statement contract.
  • Rows falling inside an active period lock cannot be edited or voided, but they obviously still appear on statements that cover the locked window.

Fiscal-year awareness

Sukrit Nidhi uses Indian-standard 1 April – 31 March fiscal years. Statement period selectors include This FY and Previous FY which pick the correct window automatically. You can also run across two FYs with a custom range if you need to.