---
title: Creating a Month-By-Month Balance Sheet for Last 3 Periods
description: Run a dynamic balance sheet for the last 3 periods by changing the date on the Reports Page without having to go to back to the customization page.
image: https://blog.concentrus.com/hubfs/pexels-olia-danilevich-5466812.jpg
---

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# Creating a Month-By-Month Balance Sheet for Last 3 Periods

Posted by [Justin Myung, Consultant](https://blog.concentrus.com/author/justin-myung-consultant) on Sep 20, 2022 9:00:00 AM

![Justin Myung, Consultant](https://blog.concentrus.com/hubfs/Justin%20Edited-1.png)

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![pexels-olia-danilevich-5466812](https://blog.concentrus.com/hs-fs/hubfs/pexels-olia-danilevich-5466812.jpg?width=757&name=pexels-olia-danilevich-5466812.jpg)

You want to review month over month movement of your Balance Sheet.  You will notice in order to see a month-by-month trend, you can add the Accounting Period on the columns, but it shows all the historical periods.  Are there times you would like a quick view of the Balance Sheet for recent periods.  Your options could be running it for all periods and deleting the columns you don’t need in excel or manually set the periods using custom periods.  The process below will help you run a dynamic balance sheet by month for the last 3 periods by changing the date on the Reports Page without having to go back to the customization page.  

 

Let’s get started. 

1. Navigate to Reports > Financial > Balance Sheet > **Customize Summary** 
2. Click on **Edit Columns** on the Financial Report Builder Menu 
3. On the Add Fields Section under the Financial drop down, select **Amount** twice 

 

![](https://blog.concentrus.com/hubfs/undefined-Sep-16-2022-03-26-14-27-PM.png)

4. You should now have 3 columns of Amount

![](https://blog.concentrus.com/hs-fs/hubfs/undefined-Sep-16-2022-03-26-36-82-PM.png?width=707&name=undefined-Sep-16-2022-03-26-36-82-PM.png)

 

 

5. On the last Amount (furthest right) field. Rename the Column Label to *Current *

![Graphical user interface, application

Description automatically generated](https://blog.concentrus.com/hs-fs/hubfs/undefined-Sep-16-2022-03-27-05-30-PM.png?width=624&name=undefined-Sep-16-2022-03-27-05-30-PM.png)

 

6. On the second Amount (Middle) field. 

- - 1. Rename the **Column Label** to ***Prior Month***  
          2. Change the **Alternate Period Range Type** to ***Relative to report date***  
          3. On the **Alternate Period Range**, select ***Last Period*** 

 

![Graphical user interface, application

Description automatically generated](https://blog.concentrus.com/hs-fs/hubfs/undefined-Sep-16-2022-03-27-51-83-PM.png?width=636&name=undefined-Sep-16-2022-03-27-51-83-PM.png)

7. On the first Amount (left) field 

1. 1. 1. Rename the **Column Label** to ***Period Before Prior***  
            2. Change the **Alternate Period Range Type** to ***Relative to report date  ***
            3. On the **Alternate Period Range**, select ***Period Before Last ***

 

![Graphical user interface, application

Description automatically generated](https://blog.concentrus.com/hs-fs/hubfs/undefined-Sep-16-2022-03-28-33-40-PM.png?width=653&name=undefined-Sep-16-2022-03-28-33-40-PM.png)

8. Click Save 

9. Now you can run this report and change the Period on this page as needed.    

1. 1. 1. If you want to make this report a little more dynamic, you can select the **END OF** filter to ***Last Period*** or ***This Period.***

 

***![Graphical user interface, text, application, email

Description automatically generated](https://blog.concentrus.com/hs-fs/hubfs/undefined-Sep-16-2022-03-32-19-63-PM.png?width=695&name=undefined-Sep-16-2022-03-32-19-63-PM.png)***

1.  

If you need any help with customizing reports and saved searches in NetSuite, feel free to contact Concentrus.  Our consultants would be happy to guide you through the process. 

 

 

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