---
title: "Balance Sheet - Layout Format"
slug: "balance-sheet-layout-format"
description: "Edit the Balance Sheet layout by clicking GL accounts to update GL type or parent account directly in the report."
updated: 2025-08-27T22:29:44Z
published: 2025-08-27T22:29:44Z
canonical: "docs.restaurant365.com/balance-sheet-layout-format"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Balance Sheet - Layout Format

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.

1. Open the **Reports** app.
2. Navigate to **My Reports**.
3. Enter all or part of the report name in the **search bar**.
4. The **Results** tab will open with the list of search results.
5. 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.

![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png)

---

## 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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F9GPOTWL.png)

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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ULIJ219G.png)

---

## Report

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G0PNNY67.png)

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## Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to [send, export, or print this report](/doc/docs/my-reports-send-export-or-print-reports).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U3S8UCR9.png)