- Go to Reporting then click Balance Sheet Report.
- Enter the date you want to run the report up to. There’s no start date as the Balance Sheet shows the worth of your business from when you started trading, up to the date you enter.
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To look at how the value calculates for a particular ledger account, click the relevant line.  TIP: You'll link to either the Nominal Activity or profit and Loss report depending on the ledger account. You can drill down on these reports for individual transactions. To return to the balance sheet, click Back on your browser.
- Click Calculate.
- 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 settings on your internet browser, to change these settings view the Pop-ups blocked when printing article.
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