1. Go to Reports, then click Balance Sheet.
2. Enter the date you want to run the report up to.
3. To view how values calculate for a particular ledger account, click the relevant line.
    NOTE: Clicking on a ledger will link to either the Nominal Activity or the Profit and Loss reports, this allows you to drill down into the report and see individual transactions. To return to the Balance Sheet report, click 'Back' on your browser's menu bar.
   
   
4. Click Calculate.
5. To save or print the report, from the Export menu, and then select CSV or PDF.

The report is ready when a notification displays on the main navigation bar, to the left of Profile. Select the notification bell to open the report.

Note, if the PDF document doesn’t open in a new window this is due to pop-ups blocked on your Internet browser settings. To change these settings, view the "Pop-ups blocked when printing" article.

 Pop-ups blocked when printing