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How to Generate a Balance Sheet Report
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Navigate to Brokerage Engine
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Click "Accounting"
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Click on "Reports" and then on "Financial Reporting"
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Click "Balance Sheet"
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Click this date field to set the "As Of" date of the Report
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Click "Generate"
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The Balance Sheet Report will generate with the "As Of" date selected. In order to generate a Balance Sheet Report per Class, you need to follow the additional steps below.
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Click "Select Class"
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Click here.
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Click "Close"
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Click "Generate"
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The Balance Sheet Report will then generate with the "As Of" date and Class selected
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