The Comparative Trial Balance report reflects beginning balances for the specified period.
Filters
Note: This report runs based on your currently selected period or a selected quarter. Change the currently selected period or year to run the report on a different period or year (More Information).
- Complete the following filters as needed:
- Account Number: Allows you to further narrow down which accounts display on the report. Selecting any option other than Show All displays fields for entering account numbers.
- Account Structure: Select the levels you want to include on the report.
Note: If you see companies listed in the Account Structure filter, see General Ledger Plus for information on running reports.
Options
- Complete the following options as needed:
- Change Appearance?: Check the box to change the font type and size. A drop-down option is also available to control the white space between columns as a percentage.
- Banded Rows?
- Report Options
- Page Break Options
- Reporting Period: Select from the currently selected period or any quarter of the current year.
Report
- Click Run Report to generate a preview of the report. Refer to the Report Preview help page for more information.
- Click the Clear Preferences link to reset all report preferences to their default values if needed.
- Click Close Report to return to the dashboard.
Updated