Balance Sheet Builder Form
This is step two of a three step process. This page is set-up to be the work horse of the balance sheet report. Refresh as often as needed. This page will take the settings passed in from step one and will crunch the numbers. It will then display the output in a four deep report (category, group, sub group, item). Any of the captions (text fields) may be modified to suite your needs. Each item (level 4 value) will have an active drill-down to help view the underlying data. Once again, refresh this page as often as needed. NO MATH IS DONE ON STEP 3.

Once everything looks good, the numbers match, and the captions are set to your liking, click the bottom button to generate the actual balance sheet report.

The show report column headings checkbox is an optional field that controls some additional text headings on the final report. Checked means show the headings (category, group, sub group, items, values, totals). Unchecked means don't show the column headings.