Higher Ed – Trended Revenue & Expenses

What is a Monthly Trends in Revenues and Expenses Report? Revenue and Expense trend reports, sometimes referred to as Statement of Activity trend reports, are considered monthly financial statements and are used by finance teams and executives to easily get a broad view of financial seasonality and other trends. Some of the main functionality in this type of report is that it automatically displays actual (or budget) for all months of the year. Another popular version of this report shows rolling twelve or eighteen months in the columns. The rows are laid out like a typical sources and uses of funds financial statement. The charts on top of the report help the user visualize the key metrics. You find an example of this type of report below.

Purpose of Revenue and Expense Trend Reports Universities and colleges use Revenue and Expense Trend Reports to easily detect month to month or quarter to quarter trends and anomalies in the organization's financial results. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a higher education institution can improve its speed and agility to make important business decisions, and it can reduce the chances that the avoidable outcomes are left untouched for longer than necessary.

Who Uses This Type of Report? The typical users of this type of report are: CFOs, budget managers, and analysts. Other Reports Often Used in Conjunction with Revenue and Expense Trend Reports Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Revenue and Expense Trend Reports, along with  monthly variance reports, balance sheets, cash flow statements, financial dashboards and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for higher education finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Higher Ed – Trended Revenue & Expenses in Solver? The Higher Ed – Trended Revenue & Expenses is a pre-built xFP&A report template in Solver designed for higher education organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for higher education finance workflows.

Who uses this Solver report template? Finance leaders at higher education organizations — including CFOs, controllers, and higher education finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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