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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.

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