Balance Sheet

Reports > Accounting > Balance Sheet

1. Name - enter a report name
   Default: Balance Sheet

2. Output - select output format (Html, Pdf (default))

3. Template (not pictured) - select a report template

4. Reset - click to reset to default options

5. As of Date - select as of date; if no date range is selected, the current date is used

6. Include Sub-Ledger - check to sub-ledger

7. Paper Format - choose a paper format (CR80, Legal (default), Letter)

8. Orientation - choose orientation (Landscape (default), Portrait)

9. Include Header - check to include report header

10. Include Footer - check to include report footer

11. Include Filter - check to include selected filters

12. Save as Template - click to save the selected filters and columns as a template
    

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

13. Reset - click to reset to defaults

14. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Report Format

1. Header - notice the District Logo, Report Title, Thru Date, and District Name.

2. Assets - notice the asset account names and numbers, the balance of each, and the total

3. Liabilities - notice the liability account names and numbers, the balance of each, and the total

4. Equity - notice the equity account names and numbers, the balance of each, and the total; notice the total liabilities and equity

5. Filters - notice the name(s) and value(s) of selected filters

6. Footer - notice the date and time the report was requested, pages, and TITAN logo