Editing Trial Balance Reports

To edit a trial balance report:

  1. Open the report from either:

  • The hamburger menu under “Trial Balance Reports”

  • The Engagement View page under either “Unfiled Reports” or a folder.

The trial balance report opens and displays the content selected and the most recent trial balance data.

  1. Click Edit TB Report icon on the toolbar to edit the content of the report.

  2. These report options can be changed:

  • Groups selected, if the option to Include selected groups is selected.

  • Include Net Income

  • Hide unused groups and sub-groups

  • Hide accounts with no activity

  1. Click Save to save the changes to the trial balance report. The report may take a couple of minutes to generate. You will receive a message when the report is successfully created.