The Balance Sheet remains from previous versions, though in a different area.
Balance Sheet report > Current Year only
- Go to the Other Reports tab of the Finance module.
- Choose "Balance Sheet" report from the list of report options to the left of the window.
- Choose the current finance year as well as the ending month you want the balance to calculate for.
- Choose any book/fund selections, if any.
- For the format, choose "One year".
- Choose the level of detail you would like your report to generate.
- Check any options you would prefer for your report.
- Click Print to preview your report.
Balance Sheet report > Prior Year only
- Go to the Other Reports tab of the Finance module.
- Choose "Balance Sheet" report from the list of report options to the left of the window.
- Choose the previous finance year as well as the ending month you want the balance to calculate for.
- Choose any book/fund selections, if any.
- For the format, choose "One year".
- Choose the level of detail you would like your report to generate.
- Check any options you would prefer for your report.
- Click Print to preview your report.
Balance Sheet report > Current Year vs prior year
- Go to the Other reports tab of the Finance module.
- Choose "Balance Sheet" report from the list of report options to the left of the window.
- Choose the current finance year as well as the ending month you want the balance to calculate for.
- Choose any book/fund selections, if any.
- For the format, choose "Two-year comparison".
- Choose the level of detail you would like your report to generate.
- Check any options you would prefer for your report.
- Click Print to preview your report.
Balance Sheet report > Five-year trend
- Go to the Other reports tab of the Finance module.
- Choose "Balance Sheet" report from the list of report options to the left of the window.
- Choose the current finance year as well as the ending month you want the balance to calculate for.
- Choose any book/fund selections, if any.
- For the format, choose "Five-year comparison".
- Choose the level of detail you would like your report to generate.
- Check any options you would prefer for your report.
- Click Print to preview your report.