See Overview of report details for more information.

Filters

General:
None
Advanced:
Selected Period
Report Level
Fiscal Year: This Year / Next Year
Report Basis - Cash/Accrual

Subtotals / Totals

Subtotals: Liabilities, Equity

Totals: Assets, Liability & Equity

More Report Fields (not preselected)

None

Finishing Choices

Include 0.00 Balances
Separate Pages
Rounding
Include Account Numbers
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time

Drill Down to Source window

Click: Account Name
Opens: Edit Accounts window

Click: Selected Period (accrual basis reports only)
Opens: Find Transactions window

Click: Budgeted amounts (accrual basis reports only)
Opens: History and Budgets window