The Balance Sheet Report in VRTrust helps you track assets and liabilities across different periods. This guide walks you through exploring, customizing, and exporting your balance sheet data.
Step 1: Select Reports from the left-hand menu.
Step 2: Click Balance Sheet Report.
Step 3: Review the report. Each month appears as a column, with assets and liabilities organized by category on the left.
Step 4: Group your data by Month, Quarter, or Year to see trends over different periods.
Step 5: Click the date selector to view data from different years.
Step 6: Toggle options to show only non zero rows or non zero columns. This helps focus on relevant figures.
Step 7: Click Export to download the report as a CSV file.
Understanding your balance sheet is key to tracking your organization’s financial health. Customizing views and exporting data makes it easy to analyze, share, and act on your financial insights.