Balance sheet report (block management)

Owned by Fiona Hardy
Last updated: Jun 17, 2022
1 min read

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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