To navigate to the Balance Sheet Report, go to 'Reports' > 'Balance Sheet'.

The Balance Sheet Report shows the figures for the selected reporting periods.

Here are the main points to note:

  • Select the settings button on the blue title bar to change the display settings

    • You may select up to three periods (depending on how many prior periods there are)

    • By hitting 'Preview' it will produce the report for you on a once-off instance

    • By hitting 'Save' it will save these settings for the next time you open the report

  • To the left of the settings button is the Export button, which will export the on-screen report to excel

  • Click on any account balance to see a breakdown of that balance

    • Note: If you select a prior period balance it will show you a breakdown within the prior period

    • You can also jump between periods using the date dropdown menu at the top of the screen

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