How to create a Balance Sheet report by month across the columns? (2024)

How to create a Balance Sheet report by month across the columns? (1)

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‎March 12, 202403:32 PM

last updated‎March 12, 20243:32 PM

I am trying to create a Financial report with the 12 months across the columns for 1 year. The Help isn't helping.

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Best answer March 12, 2024

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How to create a Balance Sheet report by month across the columns? (2)

Community Champion

‎March 12, 202403:47 PM

How to create a Balance Sheet report by month across the columns?

Start with a Balance Sheet Standard report.

Click the Customize Report button

On the Display tab, change the From and To dates to include the months you want to report on.

Choose Month for the Display columns by field.

Click OK to run the report.

4 Comments 4

How to create a Balance Sheet report by month across the columns? (4)

Community Champion

‎March 12, 202403:47 PM

How to create a Balance Sheet report by month across the columns?

Start with a Balance Sheet Standard report.

Click the Customize Report button

On the Display tab, change the From and To dates to include the months you want to report on.

Choose Month for the Display columns by field.

Click OK to run the report.

How to create a Balance Sheet report by month across the columns? (6)

Level 1

‎March 18, 202403:23 PM

How to create a Balance Sheet report by month across the columns?

The solution did not print the months across the columns like the P&L by Month does, however, it did print the months down the rows which is fine.

How to create a Balance Sheet report by month across the columns? (7)

Community Champion

‎March 18, 202405:47 PM

How to create a Balance Sheet report by month across the columns?

@Phil147 RE: The solution did not print the months across the columns like the P&L by Month does, however, it did print the months down the rows which is fine.

It shows the months in columns if you start with a standard balance sheet report. There is no option for that report for rows, which are always balance sheet accounts.

How to create a Balance Sheet report by month across the columns? (9)

Level 1

‎March 20, 202401:15 PM

How to create a Balance Sheet report by month across the columns?

That worked, Balance Sheet with Months across the Columns, Thank you!

How to create a Balance Sheet report by month across the columns? (2024)
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