Navigate to the section Accounting > Financial Statements > Accounting Reports
Locate the Balance Sheet
Click the 'View' button
Use the filters to customize the report
Click the ‘Date’ field to select a default date range or custom date range
Select the 'Grouping' field to create a comparative report (e.g. monthly, quarterly, yearly)
Click ‘Download’ or ‘Email Report’
Select the report format (i.e. PDF or XLS)
