Customize Balance Sheet to Allow Selection of a Date Range

Usually, Balance Sheet Reports are ran using Periods. But, it may also be ran to reflect the balance as of a specific date range. Note that the Report by Period Preference should be set to Never(Home> Set Preferences> Analytics tab).

Below are the steps to customize the Balance Sheet Report:

1. Navigate to Reports > Financial > Balance Sheet

2. Click Customize

3. Navigate to Available Filters tab

4. Set the following parameters:
   -----Filter = Between
   -----Date Range = null
   -----From = 10/01/20x7
   -----To = 12/31/20x7

5. Click Done

6. Mark Show in Filter Region

7. Rename the Custom Balance Sheet Report

8. Click Preview or Save