Balance Sheet Search
This page is where you control the setting for the balance sheet report. The process is set-up in three different steps. This is step one (report settings). Step two is the worksheet and drill-down page and step three is the final report. It is important to note that step three (final report) does not do any math or data look-ups. It basically takes the information and data from step two (worksheet) and shows the data in a formatted report.

Most of the form fields should be fairly self-explanatory. One requirement would be to make sure that the balance sheet date and the last date on the net profit date range are the same. The application will through an error if they are different.