You will have a report for the dates you chose.
Before you start
You need the reports permission and a plan with reports.
Steps
- Open Financial Reports and choose the tab.
- Set From and To.
- Press Generate Report.
- Download CSV, or PDF where offered.
What you will see
The report table, with totals.
If something goes wrong
- Press Generate again after changing dates.
- A balance sheet date inside a closed year may say it does not balance.
- PDF exists only for three reports.