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.