Modify the Departmental Balance Sheet

To modify the Departmental Balance Sheet report:

1. In the Home window open the Report Centre. Select Financials, Balance Sheet, and then Departmental. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter an end date (As at) for the report.
4. (Optional) Select Include inactive departments.
5. Select the departments to include in the report. Click Select All if you want to report on all departments in the list.
6. Select how departmental totals should be reported:
   • Amounts only
   • Amount and Percentage of the total (also shows account total)
7. (Optional) Select additional account information to display:
   • Account Total shows a column for the combined total of all departments.
   • Accounts Not Assigned To A Department shows amounts that have not been associated with a department.
   • Other (Unselected) Departments. shows unselected departments as a single Other amount.
8. (Optional) Select Hide Accounts With Zero Balance to exclude an account with zero balance from appearing in the report.
9. (Optional) Customize the:
   • Columns that appear in the report
   • Printer settings for the report
   • Fonts in the report
10. (Optional) Save the report as a template in My Reports.
11. Click OK to display the report.