At the top of the report, select one of the following views:

• Current month
• Year to date
• Monthly summary

Each view shows balances, debit and credit values, and opening and closing balances.

1. Select the Edit icon next to Period.
2. Choose a predefined period, or enter a custom date range.
3. Select Run report.

1. From the Customise report panel, select Columns.
2. Add a column for Previous period or Previous year.
3. Choose how to display the variance.
4. Select Run report.

You can display the variance as:

• Amount
• Percentage
• Both

1. From the Customise report panel, select Columns.
2. Select Opening balances and/or Year to date closing balances.
3. Select Run report.

1. From the Customise report panel, select Columns.
2. Select As cumulative over a period of time.
3. Select Run report.

To view detailed transactions:

1. Select an underlined balance.

Sage opens the Nominal Activity Detail report.

To return to the main report:

• Close the detailed report, or

• Select Back in your browser

1. Select Save as to store your configuration.
2. Select Export to download the report in:

• PDF
• CSV
• Excel

When Sage finishes generating the report, select the notification bell to open it.