49 - Reports - Accounts - Entity Balance Summary

49 - Reports - Accounts - Entity Balance Summary



Procedural Note 49

Reports – Accounts – Entity Balance Summary

This report will provide an account balance report for the entity you wish to view. 


      1. Modify the report title as needed and select the year and month of data you want to view.
      

            2.  Update the type, depending on whether you would like to view owner, supplier, pool or tenant data. Add in the range you would like to view.

      

            3. You can then choose to view, download, export as csv, or send as an email.