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.
