Modify a Balance Sheet Report

Select the Balance Sheet report you want to modify:

Balance 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. Select the Fiscal Year you want to report on.
  4. Enter the end (As At) date for the report.
  1. (Optional) Customize:
  2. (Optional) Save the report as a template in My Reports.
  3. Click OK to display the report.

Comparative 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. Columns that appear in the report
  7. Printer settings for the report
  8. Fonts in the report
  1. (Optional) Save the report as a template in My Reports.
  2. Click OK to display the report.

What do you want to do?

Change the presentation of this report in the report viewer

Print this report

View detailed information about a specific part of this report

Search for text in this report

Open this report in Microsoft Excel

Export this report to another format

Change your default printer settings for reports

Refresh this report