Here let us see how to generate the Balance Sheet periodwise report. This report is based on Posted date and it
will give 12 period detail based on Financial periods.
- Navigate to Reports.
- Click on Management Reports.
- Search for Balance Sheet Periodwise in the search bar.
- Click on the resulting report.
- The Balance Sheet Periodwise page will open.
- Key in To Period and other required fields.
- Click on Submit button and the report will get generated.
- To download the report navigate to Actions -> Download -> CSV or XLSX.
Finally the Balance Sheet Periodwise report will be generated and downloaded.