Balance Sheet vs Prior Year Export

version: 150113

Printed Report Title:  <none>

Report Summary

"Export to Excel" version of a typical 12 month Balance Sheet with comparisons to prior year

Default Location In OBeer

Base Module: Financials > Financial Reports > Orchestrated Reports

Reports Module: Reports > Financials > Orchestrated Reports

*These are the standard default locations. Your locations may be different.

Typically Used by

Owners, shareholders, Comptrollers and key management would run this when they need to transfer the balance sheet data into an Excel sheet.

Key Requirements

Comparison to prior year will only provide valid data if you have been live in OBeer for the same period in the previous calendar year

Tips

Since this report is formatted for export, it will look a bit strange when previewed.

Select the export icon from the preview window and choose an Excel format that is NOT "Data only."

Parameter Entry Options

Required: Select Fiscal Year:

Parameter Entry Image

Report Sample Image (partial)