--- title: Run a Balance Sheet Report description: Aprende a exportar reportes de Balance Sheet como archivos PDF o Excel en Propio. --- [Skip to content](https://help.joinpropio.com/en/run-a-balance-sheet-report#main-content) - [English](https://help.joinpropio.com/en/run-a-balance-sheet-report) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/ejecutar-un-reporte-de-balance-sheet) English Show submenu for translations [![teal-logo-2](https://help.joinpropio.com/hs-fs/hubfs/teal-logo-2.jpg?width=169&height=55&name=teal-logo-2.jpg)](https://help.joinpropio.com/?hsLang=en) Open main navigation Close main navigation - - [English](https://help.joinpropio.com/en/run-a-balance-sheet-report) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/ejecutar-un-reporte-de-balance-sheet) English Show submenu for translations This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [Propio Knowledge Base](https://help.joinpropio.com/en?hsLang=en) 2. [Reports](https://help.joinpropio.com/en/reports?hsLang=en) 3. [Balance Sheet](https://help.joinpropio.com/en/reports?hsLang=en#balance-sheet) # Run a Balance Sheet Report The Balance Sheet report gives you a snapshot of your client's financial position at a specific point in time — showing what they own (assets), what they owe (liabilities), and what's left (equity). Unlike the P&L which covers a period, the Balance Sheet reflects a single date, making it essential for loan applications, tax prep, and end-of-period reviews. **Steps** 00:00: This video explains how to access and download a Balance Sheet report in Propio. 00:05: You will learn how to access the report, select specific periods and dates, and 00:10: export it in multiple formats. 00:12: Click on Reporting on the left sidebar. 00:15: Select the Balance Sheet report option. 00:18: Once you enter the Balance Sheet Report, choose a Reporting Period from the 00:21: predefined list. 00:23: Alternatively, you could set a custom date for your report. 00:27: After you defined the desired period, you can export your report by clicking Export 00:31: to, and then choosing the preferred format. 00:35: You have successfully navigated through the Balance Sheet report in Propio and 00:39: learned how to set the reporting period and export 00:41: these reports in different formats. Read the article below for one additional tip 00:46: and review the Related Articles section for other Reporting guides.   1. Go to **Reporting → Balance Sheet** in the left sidebar 2. Click **Report Period** to select a predefined month, or set a custom date using the **As of** date field — the report loads automatically 3. To export, click the **Export to** toggle in the upper right and choose your format: **PDF, Excel, DOCX,** or **Headerless CSV**   💡 **Tip:** Any dollar amount in the report is clickable (shown in blue and underlined). Click it to drill down into the individual transactions that make up that figure. See **Drill Down from Reports to Transactions** for the full guide. **Related Articles** - [Run a Balance Sheet Comparison Report](https://help.joinpropio.com/en/run-ad-hoc-balance-sheet-reports?hsLang=en) - [Run a Profit And Loss Report](https://help.joinpropio.com/en/run-profit-and-loss-reports?hsLang=en) - [Drill Down from Reports to Transactions](https://help.joinpropio.com/en/drill-down-from-reports-to-transactions?hsLang=en) - [Getting started](https://help.joinpropio.com/en/getting-started?hsLang=en) - [Transactions](https://help.joinpropio.com/en/transactions?hsLang=en#main-content) - [Manual Entry](https://help.joinpropio.com/en/transactions?hsLang=en#manual-entry) - [Import](https://help.joinpropio.com/en/transactions?hsLang=en#import) - [Categorization](https://help.joinpropio.com/en/transactions?hsLang=en#categorization) - [Journal Entries](https://help.joinpropio.com/en/transactions?hsLang=en#journal-entries) - [Tags](https://help.joinpropio.com/en/transactions?hsLang=en#tags) - [Advanced](https://help.joinpropio.com/en/transactions?hsLang=en#advanced) - [Banking & Reconciliation](https://help.joinpropio.com/en/banking-reconciliation?hsLang=en) - [Reports](https://help.joinpropio.com/en/reports?hsLang=en#main-content) - [Profit and Loss](https://help.joinpropio.com/en/reports?hsLang=en#profit-and-loss) - [Balance Sheet](https://help.joinpropio.com/en/reports?hsLang=en#balance-sheet) - [Tax Reports](https://help.joinpropio.com/en/reports?hsLang=en#tax-reports) - [AI Reports](https://help.joinpropio.com/en/reports?hsLang=en#ai-reports) - [Trial Balance](https://help.joinpropio.com/en/reports?hsLang=en#trial-balance) - [Advanced](https://help.joinpropio.com/en/reports?hsLang=en#advanced) - [Migration & Chart of Accounts](https://help.joinpropio.com/en/migration-chart-of-accounts?hsLang=en) - [AI Categorization](https://help.joinpropio.com/en/ai-categorization?hsLang=en) - [Contacts](https://help.joinpropio.com/en/contacts?hsLang=en) - [AI Assistant](https://help.joinpropio.com/en/ai-assistant?hsLang=en) - [Organization Management](https://help.joinpropio.com/en/organization-management?hsLang=en) - [Communications](https://help.joinpropio.com/en/communications?hsLang=en) - [Bank Integration](https://help.joinpropio.com/en/bank-integration?hsLang=en) - [Industry Guides](https://help.joinpropio.com/en/industry-guides?hsLang=en#main-content) - [Real Estate](https://help.joinpropio.com/en/industry-guides?hsLang=en#real-estate) [![Propio-logo-teal-2](https://help.joinpropio.com/hs-fs/hubfs/Propio-logo-teal-2.png?width=112&height=35&name=Propio-logo-teal-2.png "Propio-logo-teal-2")](https://help.joinpropio.com/?hsLang=en)