Balance sheet by Asset Type

Anne Swearingin
Anne Swearingin
Sixth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

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?

Comments

  • Angela Tuttle
    Angela Tuttle
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge Name Dropper

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

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    Or perhaps changing the level of the chart template

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  • Anne Swearingin
    Anne Swearingin
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1
    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.

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