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Mar 12, 2024 10:32 PM UTC
Solved

How to create a Balance Sheet report by month across the columns?

I am trying to create a Financial report with the 12 months across the columns for 1 year.  The Help isn't helping.

BigRedConsulting
Mar 12, 2024 10:47 PM UTC

Start with a Balance Sheet Standard report.

Click the Customize Report button

On the Display tab, change the From and To dates to include the months you want to report on.

Choose Month for the Display columns by field.

Click OK to run the report.

4 replies

BigRedConsulting
Mar 12, 2024 10:47 PM UTC

Start with a Balance Sheet Standard report.

Click the Customize Report button

On the Display tab, change the From and To dates to include the months you want to report on.

Choose Month for the Display columns by field.

Click OK to run the report.

Phil147Author
Mar 18, 2024 10:23 PM UTC

The solution did not print the months across the columns like the P&L by Month does, however, it did print the months down the rows which is fine.

BigRedConsulting
Mar 19, 2024 12:47 AM UTC

@Phil147  RE: The solution did not print the months across the columns like the P&L by Month does, however, it did print the months down the rows which is fine.

 

It shows the months in columns if you start with a standard balance sheet report. There is no option for that report for rows, which are always balance sheet accounts.