How do I generate a Balance Sheet report in Propio?

1. Go to the “Reports” section from the left-hand menu.

2. Select the client you want to generate or consult a report for, using the dropdown at the top.

3. Choose the report type: Balance Sheet

4. Choose the report date using the calendar.
   📌 Note: For Balance Sheet reports, you only need a single date — this is the financial position "as of" that specific day.

5. Click the “Generate” button.

6. You’ll see a success message, and your report will appear in the table below.

Each report generated is stored in a historical list and includes:

• Report type (Balance Sheet or Profit and Loss).

• Start date and End date will display the same value — this is the date you selected in the calendar. It's shown twice for formatting purposes in the report table.

• Date created (when you clicked “Generate”).

• Actions:
  ➔ Download the report in Excel format

• You’ll see a list of all previously generated reports for that client.

• You can generate new reports at any time — they’ll be added to the same list and always available for download.

🪄 Tip: Use the report history to compare monthly, quarterly, or year-end financial data without needing to regenerate them from scratch.

Next → How do I generate a Profit and Loss report in Propio?