The Balance Sheet - Layout Format allows the user to edit the layout of the Balance Sheet directly from this report by drilling into the GL Accounts and updating their GL Types and/or Parent Accounts. A user can then review this format to ensure it is providing the most beneficial layout for his/her organization.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Edit Layout
Users can modify the GL Type and the Parent-Child structure of the GL Accounts listed in the Balance Sheet by clicking the desired GL Account.
Doing so will open its record where you can either adjust the 'GL Type' or the 'Parent Account'. Ensure that the record is saved and refresh the report to show the changes made.
Report
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.
