Working With the Balance Sheet

The Balance Sheet card has the following forms:

• Balance Sheet Report

  For more information, see Reviewing the Balance Sheet Report.

• Balance Sheet Report – Group Consolidated

  For more information, see Reviewing the Group Consolidated Balance Sheet Report.

• Balance Sheet – Monthly Movements Report

  For more information, see Reviewing the Balance Sheet Monthly Movements Report.

The Balance Sheet card also includes a Balance Sheet Dashboard. The Balance Sheet Dashboard shows key metrics and trends for Actual and Forecasted values. For more information, see Analyzing Trends in the Balance Sheet Dashboard.

Finance executives use the Balance Sheet Report to review Actual and Forecasted balance sheet Account ending balances. Finance executives and other executives review the Balance Sheet – Group Consolidated form to validate Actual and Forecast totals for all subsidiaries side by side.

Finance executives also look at Actual and Forecast Balance Sheet Account ending balances, monthly movements, and opening balances by Subsidiary. Finally, they use the Balance Sheet Dashboard to analyze balance sheet metrics and asset and liability roll-up trends.

Related Topics

• Working With Financial Statements
• Working With the Balance Sheet Trending Reports
• Working With the Income Statement
• Working With the Cash Flow Reports

General Notices