Running the Balance Sheet Report
Generate the Balance Sheet report to get a snapshot of your organization’s assets, liabilities, and equity at a given point in time.Prerequisites
- You have access to the Accounting module
- At least some financial transactions have been recorded in the system
1
Open the Balance Sheet report
Navigate to Accounting > Reports > Balance Sheet.
2
Run the report
If the report does not load automatically, click the Run Report button to generate the results.
The Balance Sheet report may run automatically when the page loads. If you see report data already displayed, you can skip this step.
3
Review the report output
Once the report has finished loading, verify that the following sections are visible on the page:
- Assets
- Liabilities
- Equity