How to Generate a Balance Sheet Report?

    • Tanvir Mahedi |
    • 0 step |
    • 5 minutes
    Access the **Admin Portal** by logging in.
    Go to "**Reports**" under "ACCOUNTING & REPORTS" on the Left Navigation
    Click on **"Balance Sheet"** under "**Financial**" tab
    In our portal, the balance sheet report can be filtered in various ways, including by **Portfolio, Role, and Owner.**
    Let's begin with **portfolio-based filtering**. Click on the dropdown menu labeled **"Select a Portfolio"** to choose the **desired portfolio.**
    Click the dropdown menu **"Select Property/Properties** \*" to choose **one or multiple properties.**
    Select the **desired year** from the "**Year**" dropdown menu. Alternatively, choose the **start date** from the **"From Date**" field and the **end/finish date** from the "**To Date**" field.
    You can also choose the **"As of Date"** option to **select the date & generate the report**
    Select "**ROLE BASED FILTERING**" to trigger the generation of this type of filtering.
    Choose the **admin** by clicking on the dropdown labeled "**Select an Admin".** Select the role by clicking on the dropdown labeled **"Select a Role".**
    Select **one or multiple properties** by clicking on the dropdown menu labeled **"Select Property/Properties \*".**
    Choose the **desired yea**r from the **"Year" dropdown**. Alternatively, select the **start date** from the "**From Date"** field and the **end date** from the "**To Date**" field.
    You can also choose the **"As of Date"** option to **select the date & generate the report**
    Click on "**OWNER**" to trigger the generation of this type of statement.
    Click on "**Select an Owner**" dropdown to select the owner
    Choose **one or multiple properties** by clicking the dropdown menu labeled "**Select Property/Properties \***".
    Choose the **desired year** from the "**Year**" **dropdown**. Alternatively, select the **start date** from the "**From Date**" field and the **end date** from the "**To Date"** field.
    You can also choose the **"As of Date"** option to **select the date**
    Click on "**Generate Report**" to finish up
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