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Financial Reporting: Customize Consolidated Balance Sheet to Show the Breakdown of the Account Balan

edited Jan 10, 2020 1:41PM in Ask A Guru

There are instances where users want to view their Consolidated Balance Sheet with a column showing the breakdown of the Account Balance in its Transaction Currency. Below is the proposed solution that users may try to achieve this Report.

  1. Navigate to Reports > Financial > Balance Sheet.
  2. Click Customize button.
  3. Go to the Edit Columns page.
  4. In the Add Fields pane of the page, expand Financial.
  5. Then click Amount (Foreign Currency) to add this as a column.
  6. Still in the Add Fields pane, scroll down and expand Currency.
  7. Click Name to add this as a column.
  8. Hit Preview.
  9. Save as a new Report once satisfied with the result.

Camille Cagalingan-Oracle | Ask a Guru

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