--- title: Run a Balance Sheet Comparison Report description: Learn how to run an ad-hoc balance sheet report with comparison options. --- [Skip to content](https://help.joinpropio.com/en/run-ad-hoc-balance-sheet-reports#main-content) - [English](https://help.joinpropio.com/en/run-ad-hoc-balance-sheet-reports) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/ejecutar-reportes-ad-hoc-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-ad-hoc-balance-sheet-reports) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/ejecutar-reportes-ad-hoc-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. 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[Balance Sheet](https://help.joinpropio.com/en/reports?hsLang=en#balance-sheet) # Run a Balance Sheet Comparison Report The Balance Sheet Comparison report lets you view any two periods side by side — so you can show a client how this month stacks up against the last, compare year-over-year positions, or analyze any custom date range without building a manual spreadsheet. **Steps** 00:00: This video explains how to access, customize, and download a Balance Sheet comparison 00:04: report in Propio. 00:07: You will learn how to access the report, select specific periods to compare, and 00:11: export the report in your preferred format. 00:14: Click on Reporting on the left sidebar. 00:17: Then click Balance Sheet. 00:19: You are now ready to customize the reporting dates. 00:22: Choose the main Reporting Period from the predefined list. 00:26: Then, click "Compare" to enable comparison between two reporting periods. 00:31: Set the period 00:32: you want to compare your main period against. 00:35: You can also click the dollar and percentage options to visualize the variance 00:39: between periods in both absolute and relative terms 00:42: Finally, click the "Export to" button in the upper right to download your report in 00:47: your preferred format. 00:48: You have successfully navigated through the Balance Sheet comparison report in 00:52: Propio and learned how to set the comparison periods and export the report in 00:57: different formats. Review the Related Articles section for other Reporting guides. 01:02: You have successfully navigated through the Balance Sheet comparison report in 01:06: Propio and learned how to set the comparison periods and export the report in 01:11: different formats. 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. Click **Compare** to open the **Report Configuration** panel 4. Set the comparison period using **Report Period** or the **As of** **date** field 5. Optionally check **$ Change**, **% Change**, or both to include variance columns in the report 6. To export, click the **Export to** toggle in the upper right and choose your format: **PDF, Excel, DOCX,** or **Headerless CSV** 💡 **Tip:** The **% Change** column is especially useful for client presentations — it immediately surfaces which balance sheet categories grew or shrank the most between periods, without the client needing to do the math. **Related Articles** - [Run a Balance Sheet Report](https://help.joinpropio.com/en/export-balance-sheet-reports?hsLang=en) - [Run a Profit And Loss Comparison Report](https://help.joinpropio.com/en/run-ad-hoc-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)