Monthly Balance Sheet Report
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Overview
The Monthly Balance Sheet Report displays up to 12 months of data across the page and balance sheet accounts down the page.
How to view this report
To view this report, follow these steps.
- From the Menu, click on 11. Monthly Reports;
- Click on Monthly Balance Sheet Report.
How to use this report
You can control the number of columns displayed on the report by changing the selected period.
The report can either display Balance figures or Movement figures (e.g. changes in your balance sheet accounts). To change the data displayed on this report, follow these steps.
- Click on the Customise button;
- Select the Options tab;
- Select the Display As item;
- Choose either Movement or Balance.