Balance Sheet Report

The Balance Sheet Report is a financial statement that summarizes the Assets, Liabilities, and Net Worth as of a specific date. This report is a Year-to-Date summary for the entire district. There are no site selection or filter options.

  • Select the fiscal year from the Fiscal Year drop-down list.

  • Select the month from the Month drop-down list.
  • Check the 13th Month box to include those in the report.
  • Check the boxes next to the Funds in the Include Funds section to be included on the report, or check the Check All box to include all of the funds.
  • Check the Summarize by Fund box to group by fund on the report.
  • Click the generate report button to create the report.

  • Click the export to excel button to export the data to Excel.

Sample Balance Sheet Report

sample balance sheet report

 

 

 

 

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School LINQ Help, updated 01/2021