The Balance Sheet report shows the figures for the selected reporting periods.




Here are the main points to note:

  • Select the settings button  in the blue title bar to change the display settings

    • You may select up to three periods (depending on how many prior periods there are)

    • By hitting 'Preview' it will produce the report for you on a once off instance

    • By hitting 'Save' it will save these settings for the next time you open the report

  • To the left of the settings button is the Export button  which will export the on-screen report to excel for you to play with

  • Click on any account balance to see a breakdown of that balance

    • Note: If you select a prior period balance it will present you a breakdown within the prior period

    • Just in case, remember you can jump between periods from the date dropdown at the top of the screen