Run Ad-Hoc Balance Sheet Reports
Review your financial position with period comparison and percentage change views.
Run Ad-Hoc Balance Sheet Reports
Learn how to run an ad-hoc balance sheet report to review your business's financial position with comparison options.
Steps
1. Introduction
You will learn how to access standard reports and customize the report date and comparison options.
2. Access Standard Reports
Click the Standard Reports section to begin accessing predefined financial reports available in Propio.
3. Select Balance Sheet Overview
Click the description that says "Balance Sheet" to open the balance sheet report.
4. Choose Comparison Option
Click the Compare option to enable viewing financial data side-by-side for different periods or scenarios.
5. Open Date Selection
Click the "As of" date field to specify the date for which you want to view the balance sheet data.
6. Enable Percentage Change View
Click the % Change option to display the percentage difference between the selected periods in the report.
Summary
You have successfully run an ad-hoc balance sheet report by selecting the standard report, choosing the balance sheet overview, setting the report date, and enabling comparison options. This allows you to effectively analyze your business's financial position and changes over time.