Balance sheet comparison over years
Much like one can run an Income Statement for a fund over several years, and choose 'Financial Year' to see the individual year activity, it would help to have that same functionality for the balance sheet. Currently one can only choose 'Year over Year' and thus has to run the report several times to provide the same view that is easily available with the Income Statement.
Jane Litz
shared this idea
In Financials, there is a Balance Trend report in the left side menu. Selecting that option will allow you to enter a static start and end date. Choose the range of years you would like to see in columns, then show date. After the report populates, select Edit Options and select financial year. That will give you each year in a column view. Please contact support if you have any further questions.