BALANCE SHEET

1.  Select date for balance sheet report

2.  Checkmark station(s) or Entities to see data for.

3.  Choose from different views:

a.  SUMMARIZED: a cumulative report for all stations/entities checked.

b.  By STATION: Separates the Summary report into stations/entities side by side with totals

c.  By LEGAL ENTITY: Separates by the different corporate entities

d.  3 Month/4 Quarter/3 Year Comparison: takes balance sheet month by month, quarter by quarter or year by year based on date entered:

 

REFRESH each time to change the option to update the report.

SHOW DETAIL ACCOUNT: Breaks down the report in more detail

HIDE ZERO ACCOUNT: This defaults but if you want to see the accounts with 0 balance uncheck this item

EMAIL, EXCEL or PRINT as needed using the icons at the top