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Use this report to list and analyze the values of each category on the balance sheet.

The following table shows the relationship between the values in the report columns and the posting setup.

Navigating the report

The following links and table provide descriptions for the controls in this report.

Enter criteria on the General tab

Prepare batch processing on the Batch tab

Fields

Field

Description

Select whether to include each project type in the report.

Select whether to include each transaction type in the report.

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Specify a start date and end date to include in the report project transactions that are posted in Project.

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Specify a start date and end date to include in the report project transactions that are posted to the ledger.

Select to display actual values in the report ( Budget value - Actual value).

Select to display budgeted values in the report ( Budget value + Actual value).

Select the that you want the report to use.

Select whether to exclude from the report any unidentified projects, such as internal projects.

Select whether to exclude from the report all on-account transactions that are not attached to any category.

Select how you want decimals to appear in the report.

Select whether to display the amount of hours, the quantity of hours, or both in the report.

See Also