Printed Report Title: Quick Balance Sheet
Typical Balance Sheet with sections for Assets, Liabilities and Equity displayed in a familiar layout.
Default Location In Orchestrated
Base Module: Orchestrated Reports → Financial Reports → Quick Reports
Typically Used by
Owners, shareholders, Comptrollers and key management would use this on a monthly or routine basis to get a overview of the financial health of the organization. It's also generally provided to banks or other financial stakeholders to assess financial health.
No specific requirements are needed to run this report.
- Select "Hide $0 Accounts" and/or "Roll-up Summary" to get a shorter report without details by individual G/L Acct.
- Use the same date as your 'As Of Date' to only show a single column
Parameter Entry Options
- As Of Date
- Compare to date
- Enter DisplayLevel; (1 - 4)
- Show $0 accounts:
- Show G/L Acct Numbers
- Show %:
- Ignore Adjustments
- Add Closing Balances
Parameter Entry Image