How to Generate a Balance Sheet Report

This guide shows how to quickly produce and customize a Balance Sheet so you can view current financial position for one or multiple entities. It explains selecting the report, setting date ranges (As of/Period Spans), choosing Accrual vs Cash, adjusting display and PDF/page options, and exporting to Excel or PDF. Follow it to generate tailored, exportable statements for review or distribution.

9 steps

From the navigation menu, select **Reports.**

Select the **Select a Report** dropdown menu > Under the **Accounting** header, select **Balance Sheet**.\ \ **NOTE:** Your dropdown options may have different Reports based on your access or any custom reports the RAAMP team builds for you.

Select the **Entity** field > Select the preferred **entity/entities** > Select **Roll Up**, if needed.

Enter information for the **As of** and **Period Spans** fields.

Toggle between **Accrual** and **Cash** based on your requirements.

Select the **appropriate checkboxes**.

Select the **PDF Page Settings** tab to set page layout preferences.

After all **settings** are confirmed, select **Generate Report**.

Balance Sheet Report Sample View Select **Report Settings** to revise the report settings. Select the **Excel** or **PDF** icon to export the report.

How to Generate a Balance Sheet Report

9 steps

How to Generate a Balance Sheet Report

From the navigation menu, select **Reports.**

Select the **Entity** field > Select the preferred **entity/entities** > Select **Roll Up**, if needed.

Enter information for the **As of** and **Period Spans** fields.

Toggle between **Accrual** and **Cash** based on your requirements.

Select the **appropriate checkboxes**.

Select the **PDF Page Settings** tab to set page layout preferences.

After all **settings** are confirmed, select **Generate Report**.

Balance Sheet Report Sample View Select **Report Settings** to revise the report settings. Select the **Excel** or **PDF** icon to export the report.