Reports

• Step 1
• • Locate Balance Sheet:
  • Look for the "Reports" section in the main navigation menu. This is typically found under the Finance or Accounting module.
  • Within the Finance Reports section, locate and click on the option or link that refers to "Balance Sheet", or similar.
    

• Step 2
• • Set Parameters:
  • Depending on the software, you may need to set parameters such as date range, report type, currency, or other criteria for the Balance Sheet report.
  • Generate Report:
  • After setting the parameters (if required), look for a button or link labeled "Generate", "Load Report", or similar. Click on this button to initiate the loading and generation of the Balance Sheet report based on your specified parameters.
    

• Step 3
• • View and Analyze:
  • Once the Balance Sheet report is generated, it should display on your screen. Review the report to analyze the financial position of your organization, including assets, liabilities, and equity.
  • Print (Optional):
  • If needed, look for options to export the Balance Sheet report to PDF, or print it directly from the software.