Share via


Trial Balance Report

Shows the chart of accounts with balances and net changes. You can choose to see a trial balance for selected dimensions. You can use the report at the close of an accounting period or fiscal year.

Choose the Print button to print the report. Choose the Preview button to view the report on screen or export it to Excel if the Print to Excel check box is selected.

Options

Field Description

Print to Excel

Select if you want to export the data to an Excel spreadsheet when you choose the Preview button.

Tip

For more information on how to work with reports, see Viewing Test Reports before Posting, How to: View and Print Reports and How to: Set Filters. For assistance in finding specific pages, see Search.

See Also

Other Resources

How to: Open Pages in Excel