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Create a Balance Sheet Report

A Balance Sheet Report shows your association’s account balances for a date range you choose.

Steps

  1. Click on the Financials tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Reports tab.
  3. Click Balance Sheet Report.
  4. Click the Date Range box to open the calendar, use the arrows to change months, and click a date to select it, then click Set in the top right of the calendar.
  5. Under Display Columns By, choose how you want the report broken out: Totals, Month, Quarter, or Year.
  6. Click Run Report to display the balance sheet.
  7. Click Export as PDF to download it.