What This Report Shows
- This report shows balance sheet activity from selected balance sheet accounts depending on which account sources are selected on the Select and Sort Tab.
Best Practices
- Posted Figures - Although distributed activity can be selected, the normal selection for reporting activity is Posted Only.
Balance Sheet Activity Report
- Finance → Financial Management → Reports → Activity Reports → G/L → Balance Sheet Activity Report
- Range accordingly on each tab.
- Click Run Report.
Select and Sort Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Range on Fiscal Periods | — | — | ♦ | Range on fiscal year and month (YYYY-MM) |
| Account Sources | — | — | ♦ | Sources from which activity will be drawn and shown on the report |
| Select Posted | — | ♦ | — | Normal selection when running activity report |
| Select Distributed | ♦ | — | — | True if appropriate |
| Optional Sort Level | — | — | ♦ | Allows for sorting through dimensions |
Range Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Range Criteria | ♦ | — | — | Range accordingly if necessary |
| Reference ID | ♦ | — | — |
|
| Opt. = Optional Rec. = Recommended Req. = Required | ||||