Consolidated balance sheet by accounting periods

Question

Hi,

I need to present a balance sheet for the last 12 months. I know I can add amount columns and use the Alternate Period Range Type in the report customization, but I need all the last 12 months and that it will be a sustainable report that I could reuse each month. Do anyone know how can I achieve this?

Akhil_k_t · Accepted Answer

Hi @AmitCohen,

The ability to run Consolidated Reports by Accounting Period is not yet available.

As a solution, users may follow the steps below:

1. Navigate to Reports > Financial > Balance Sheet

2. Select the Consolidated Balance Sheet in the Subsidiary Context dropdown list

3. Click Customize

4. On the Edit Columns tab, expand the Financial folder

5. Select Amount

6. Change the Amount label in the period you wanted to add

7. Set Alternate Period Range Type = Relative to today's date

8. Set Alternate Period Range = (Custom) and select the period you need

9. Repeat the steps 5-8 depending on how many periods are to be added to the report

10. Click Preview

Reference:

https://suiteanswers.custhelp.com/app/answers/detail/a_id/73807/loc/en_US