Balance Sheet Indexing Overview

Article sections

    Introduction

    The Index balance analysis is a powerful tool allowing the business owner and the analyst to develop indices and graphs that represent the economic performance, the balance sheet, and the company’s financial position.

    Stage Work Flow

    No Stages.

    Portlets & Widgets

    In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Balance Sheet Indexing App.

    Overview 

    Field name Description
    Report type Name of ledger report type. The General Ledger Financial Statement report provides the Profit and Loss and Balance Sheet on an accrual basis
    Ledger type Ledger type name of the ledger account
    Ledger group Name of the Ledger group to which the particular ledger belongs
    Widget Name Widget Description
    TimeLine This widget tracks all the activities within the record time.
    Reports

    A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.

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    Table of Contents