Balance Sheet Report is a concise financial statement that summarizes a property’s assets, liabilities, and owner’s equity.

• Open your Dashboard, click the left sidebar, and select Reports.

• Report Type: Select the type of report you want, such as ‘balance sheet’
• Type: Choose the specific type (General or Property based)
• Date Range: Set the date range for the report.
• Period: Specify the period (date) for which the report should be generated.

Click ‘Apply’ to confirm the selected Filters for the report.

• Export as .pdf: Choose the option to export the report as a PDF file.
• There is an option to compare with a Prior Year: If needed, Click on “Compare with a Prior year” and compare the current report with the data from a prior year.