Balance sheet by Asset Type

Anne Swearingin

I am trying to get a balance sheet with the total by asset instead of each class appearing. Not sure what I am doing wrong. I tried different format scenarios but have not hit the right report yet. What does your organization use for content, filter and format to get each asset, liability and net to be on individual totals?

Angela Tuttle

Hi Anne! Have you tried formatting to Show Detail by Account for Statement

Or perhaps changing the level of the chart template

Anne Swearingin

Sorry fo the delayed response. I have been out of the office.


Thank you for your assistance. I will give this another look with that format and sort.