/
How to run the Balance Sheet Report

How to run the Balance Sheet Report

Description of Issue

Finance is looking for instructions on how to run the Balance Sheet Report for their users

Context
  • Balance Sheet Report

Cause

Instructional

Resolution

The Balance Sheet Report program summarizes the net change for a specified range of funds during a period, as well as the ending account balance for each account.

Financials > General Ledger Menu > End of Period > Balance Sheet Report

  1. Define

  2. Specify the fund or range of funds to run the report for

  3. Define the Year and Period for the report balances

  4. Check the desired report options

    1. Compute from last year's end balance and Include YTD change are only available to be selected when running the report for Period 0 of your Current Year

  5. Accept

  6. Output the report by selecting DisplayPDF, or any other desired output option from the top ribbon

Additional Information

 Before running this report, all months prior to the chosen period must be closed to provide the most accurate account balance. The report can be run for the current year or the next.









Related content

How to run the Account Detail History Report
How to run the Account Detail History Report
More like this
Balance Sheet Report - Compute from last year's end balance option is grayed out
Balance Sheet Report - Compute from last year's end balance option is grayed out
More like this
Report for balance sheet showing detail for prior years
Report for balance sheet showing detail for prior years
More like this
Common Reports utilized by auditors
Common Reports utilized by auditors
More like this
ACFR - Report to compare beginning balances to prior year ending balances after year end closing
ACFR - Report to compare beginning balances to prior year ending balances after year end closing
More like this
Report GL Balance by date
Report GL Balance by date
More like this