In the Statement of Financial Position Report, also known as the Balance Sheet, you can run a report for a summary of the assets, liabilities, and net assets of the organization as of the report period selected.

The report screen will display a message that “Statement of Financial Position Report is ready to be run.”

You can click on “Run Report” and the report will generate based on the default filter settings.

In the filter menu, you can select the Period and a Fund. The clear button will remove any recent selection made in the filter fields and the apply button will run the report including any changes made to the filter.

The report has three generating options.

The envelope icon can be used to send the report by email.

The laptop icon can be used to open the report in a new tab or window depending on your browsers settings.

The gear icon can be used to set up page size and margin configurations for the report.