Balance Sheet Accounts by Project

Laura Newport
Laura Newport
Third Anniversary
in Blackbaud Financial Edge NXT® General Discussions

How can I see a particular balance sheet account balance broken out by project? Is there a balance sheet report available that shows a column for each project? I know I can see balances for an individual project by going to General Ledger>Projects, but I'd like to see all project balances at once for my investment account.

Best Answer

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper
    Answer ✓
    1. Run a Project Financial Statement. It's designed to break it out by project naturally. Can do both Balance Sheet or Income statement, or both in one report.

      2. On the Balance sheet there is a button that can be enabled , create a statement for each, then choose project as the dimension to use. Caution if you have many projects, and don't filter it as it will run a report for each project and can make the report run longer.

Answers

  • Robert Denard
    Robert Denard
    Ninth Anniversary Name Dropper Facilitator 1 Loyalty Badge

    Another way is to export data from a query and then process with Excel pivot tables. There is a lot of flexibility in reporting while using just the one data set.

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