Reports
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      3. Reports

      How do I get to my Balance Sheet Report?

      This article explains how to view and print your Balance Sheet Report.

      1.  Go to the Dashboard screen
      2.  Select the Entity and Date range for the Financial Dashboard.  Scroll down until you see the Balance Sheet widget.  Click anywhere in this box and it will take you to a new screen that displays the Balance Sheet.
       3. The Entity can be selected and As of Date entered.  If these are changed, click on the Update Report button to have the report reflect the changes.  This report can be printed from this screen using the button.

      4.  This file can be Exported into Excel or can be saved as a PDF.  

      Option 1:  Click on the button to download an Excel file to your computer.



      Option 2:  Click the button.  Then click on the arrow next to the printer name and select Save as PDF.  Next, click on the Save button and you will be able to save it to your desktop.