Opening Trial Balance Reports
To open a trial balance report:
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Click the engagement on the Engagement List page.
Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.
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Click on the report index or name from either:
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The hamburger menu under Trial Balance Reports
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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.
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Notes:
If no groups exist for the grouping list selected, then this message displays in the report No Rows To Show.
- If the report data does not look correct, refresh the browser page.
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Optionally, you can click Refresh TB Report on the toolbar if data has changed while the report is open or if you want to force the report to regenerate.
- Optionally, you can click Export on the toolbar to export to an Excel file. The file will be saved to your Downloads folder.