The Simple Trial Balance report shows the figures for the selected reporting periods.
Here are the main points to note within this report:
Select the settings button on the title bar to change the display settings
You can select to view the prior period Trial Balance also by checking 'show comparative period'
You can choose to show/hide zero balance accounts by checking/unchecking 'show zero balances'
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. Clicking this 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 present you a breakdown within the prior period
Remember, you can jump between periods using the date dropdown menu at the top of the screen