How to create a Balance Sheet report by month across the columns?

Phil147 · ‎March 12, 2024

I am trying to create a Financial report with the 12 months across the columns for 1 year. The Help isn't helping.

BigRedConsulting · ‎March 12, 2024

Start with a Balance Sheet Standard report.

Click the Customize Report button

On the Display tab, change the From and To dates to include the months you want to report on.

Choose Month for the Display columns by field.

Click OK to run the report.

View solution in original post

BigRedConsulting · ‎March 12, 2024

Start with a Balance Sheet Standard report.

Click the Customize Report button

On the Display tab, change the From and To dates to include the months you want to report on.

Choose Month for the Display columns by field.

Click OK to run the report.

Phil147 · ‎March 18, 2024

The solution did not print the months across the columns like the P&L by Month does, however, it did print the months down the rows which is fine.

BigRedConsulting · ‎March 18, 2024

@Phil147 RE: The solution did not print the months across the columns like the P&L by Month does, however, it did print the months down the rows which is fine.

It shows the months in columns if you start with a standard balance sheet report. There is no option for that report for rows, which are always balance sheet accounts.

Phil147 · ‎March 20, 2024

That worked, Balance Sheet with Months across the Columns, Thank you!

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How to create a Balance Sheet report by month across the columns?