BalanceSheetSummaryReport

Columns

Name

Type

References

Description

Account

String

A column for Account containing Account data.

Total

Decimal

A column for Total containing Money data.

RowType

String

A column for Type of the row.

RowGroup

String

A column for Group of the row.

Pseudo-Columns

Name

Type

Description

DateMacro

String

A predefined date range. Use this if you want the report to cover a standard report date range. Otherwise, use the StartDate and EndDate to cover an explicit range.

The allowed values are Today, Yesterday, This Week, This Week-to-date, Last Week, Last Week-to-date, Next Week, Next 4 Weeks, This Month, This Month-to-date, Last Month, Last Month-to-date, Next Month, This Fiscal Quarter, This Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year, Last Fiscal Year-to-date, Next Fiscal Year.

StartDate

String

The startdate of the report. StartDate must be less than EndDate.

EndDate

String

The enddate of the report. EndDate must be greater than StartDate.

AccountingMethod

String

The accounting method used in the report.

The allowed values are Cash, Accrual.

Customer

String

Filters report contents to include information for specified customers. This is a comma separated list (spaces omitted after/before separating comma) of one or more Customer IDs.

Department

String

Filters report contents to include information for specified departments if so configured in the company file. This is a comma separated list (spaces omitted after/before separating comma) of one or more Department IDs.

Vendor

String

Filters report contents to include information for specified vendors. This is a comma separated list (spaces omitted after/before separating comma) of one or more Vendor IDs.

Class

String

Filters report contents to include information for specified classes if so configured in the company file. This is a comma separated list (spaces omitted after/before separating comma) of one or more Class IDs.

Item

String

Filters report contents to include information for specified items. This is a comma separated list (spaces omitted after/before separating comma) of one or more Item IDs.

Indentation

Boolean

Add spaces at the start of values to visually identify totals and group values.

Last updated