Opening Trial Balance Reports

Cette page est en cours de traduction. Elle sera mise à jour dès que son contenu sera disponible en français.


To open a trial balance report:

  1. Cliquez sur la mission dans la page Liste de missions.

    Remarque : Consultez la rubrique Utiliser la page Liste de missions pour obtenir plus de renseignements sur l'utilisation des fonctions de pagination et de recherche pour trouver une mission dans la liste.

  1. Click on the report index and name 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.

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.

  1. 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.

  2. Optionally, you can click Export on the toolbar to export to an Excel file. The file will be saved to your "Downloads" folder.