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General Ledger Statements

The Balance Sheet Analysis Report

The Balance Sheet Analysis report creates a statement of assets, liabilities, and fund balances comparing the current year's balance to other years' balances so you can print a comparison report.

You can customize either report to display the columns that you want in either portrait or landscape orientation.

You can include up to three columns if using portrait orientation (six if using landscape), and you can also customize your column's heading. The default columns are Current Balance (Last Year) and Current Balance (This Year).

We also recommend selecting Include Deactivated Accounts when customizing the report. For example, if these accounts had activity during the prior year (even if the ending year balance was zero) before deactivation, the report may show last year's balance as out of balance.

  1. Under Generate Reports, select the Reports tab.
  2. In the drop-down list, select General Ledger and click Go .
  3. Under Financial Reports, expand Statements and select Balance Sheet Analysis.
  4. In the lower sidebar, select a date range, then click Customize.
  5. On the Options tab, select any report options you want to include.
  6. Under Orientation, select Portrait or Landscape.
  7. Click Setup Columns.
  8. In the Select Fields for Balance Sheet Analysis window, under Available Fields, use the Add and Remove arrows to choose the columns you want to include in the report. You can also use

    the Move Up and Move Down arrows to customize where the columns display on the final report.

  9. Optional: Under Column Settings, in the Heading field, enter a different heading for the column.
  10. When finished, click OK.

Last updated: January 28, 2025