Use the Balance Sheet Report to run a report that describes your company's financial status at any given moment in time.
To run the Balance Sheet Report:
From the G/L > G/L Reports menu, select Report Generator to display the G/L Report Generator window.
In the Report ID field, select Balance Sheet.
The system populates the fields in the G/L Report Generator window.
From the File menu, select Run Report display the Balance Sheet dialog box.
In the Branch/Territory/All field, enter the branch or territory for which you want to run the report. Enter All to run the report for all branches and territories.
In the As of field, the current date displays. Do one of the following to determine the start date and end date on a report that is designed using variable dates:
Leave the default date.
Select a new date from the calendar.
In the Company Name field, enter the name of the company for which you are running the report.
Note: If the Allow Dvr Update check box in the Options tab of the G/L Report Generator window is selected, you can delete the company name and the template name and enter a different one for the report.
In the Account Template field, select a defined template.
Do one of the following:
Set Options, if needed, and preview the report by selecting Preview Report from the File menu.
See Also: