Modify a Balance Sheet Report

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Select the Balance Sheet report you want to modify:

ClosedBalance Sheet
  1. In the Home window, open the Report Centre. Select Financials, Balance Sheet, and then Standard. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter the end (As At) date for the report.
  4. (Optional) Customize:
  5. (Optional) Save the report as a template in My Reports.
  6. Click OK to display the report.
ClosedComparative Balance Sheet
  1. In the Home window, open the Report Centre. Select Financials, Balance Sheet,and then Comparative. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter the As at date for the First and Second periods.
  4. Select how the results should be reported:
    • Amounts only
    • Amounts with Difference in percentage
    • Amounts with Difference in amounts
  5. (Optional) Customize:
  6. (Optional) Save the report as a template in My Reports.
  7. Click OK to display the report.

Published: June 19, 2017
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