Trial Balance by Period (report)

The Trial Balance by Period report shows general ledger (G/L) accounts with a starting balance, and the closing balances for 12 accounting periods. You can filter the report by dimensions.

You can select an indentation level to view a summary of more details from your chart of accounts.

Use cases

Financial accountants use the report to:

• Verify the accuracy of the financial data. Review the movements in the selected period of month, quarter, or year, and ensure that the closing balances match the expected values.
• Identify discrepancies or errors in financial data and investigate them.
• Use the report data to prepare financial statements, such as income statements, balance sheets, and cash flow statements.

Financial analysts use the report to:

• Analyze financial performance over specific periods by reviewing the movements in the selected period of month, quarter, or year, and identifying trends and variances.
• Identify areas to save cost or generate revenue, and make recommendations for improving financial performance.
• Use the report data to prepare financial reports for stakeholders such as investors or executives.

Financial controllers use the report to:

• Monitor the financial health of the business. Review the movements in the selected period of month, quarter, or year, and ensuring the closing balances are within the expected range.
• Identify areas to save cost or generate revenue, and make recommendations for improving financial performance.
• Use the report data to prepare financial reports for internal and external stakeholders such as board members or regulatory agencies.

Try the report

Try the report here: Trial Balance by Period

See also

Built-in key finance reports
Ad hoc analysis on finance data
Financial analytics overview

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