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Balance sheet report (block management)

Balance sheet report (block management)

This guide has been reviewed against our global client base and classed as relevant to all regions

The Balance Sheet is one of a selection of reports available within block management

This report allows you to report on selected financial year and is produced as a PDF

1. Select report & report options

From the estate record:

  • Click Reports (top right) and select Balance Sheet

In Report options:

  • Set which Financial year to report on

 

2. PDF report

  • Click Print

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