The statement of financial position also known as a Balance Sheet represents the Assets, Liabilities and Net Assets (Equity) of an organization at a point in time.
The report screen will display a message that “Your Report is ready! Please Run Report”.
You can click on “Run Report” and the report will generate based on the default filter settings.
In the filter menu, you can set a period and make a Fund selection. The clear button will remove any recent selection made in the filter fields and the apply button will run the report including changes made to the filter.
The report has four print options.
The envelope icon can be used to send the report by email.
The floppy disk icon can be used to download the report as a PDF or Excel file.
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.