A graphical representation of the Balance Sheet elements
The Balance Sheet tile charts the standard elements of the balance sheet: Assets, Liabilities, and Equity, along with Cash on an overlay line.
To create an income statement tile, click the Add New button on the upper right of the Dashboard and choose Income Statement Tile.
The Balance Sheet tile will be prepopulated with the applicable Balance Sheet accounts plus the Cash overlay line.
In the tile builder screen, you can change the Primary Source [1] as needed.
Next, you can customize Tile's following elements:
- Time [2]
- The Date Range provides the User the ability to select varying lengths of time. It determines in what month(s) your capture will land. For example, if you have an offset of -4, this means that you will look 4 months back. Say you have a starting date of September with an offset of -4, you would be looking (back) at data from May 1 forward.
- Show Dates allows you to select Monthly, Quarterly, Yearly, or Total
- Show Actuals Until option determines if all actuals that have been imported should be displayed or just actuals up until the Close Month. Choose Close Month to display actuals only up until the close month or Max to display all actuals available in your account.
Learn more about "Show Actuals Until"
- Data Display [3]: The Show Zeroes option can be enabled or disabled.
- Data Labels and Legend [4]: turn on or off Data Values, Data Series, and Legend
- Modify the Chart Color [5] and choose the desired color palette.
At this point, you will see a Preview of what your Tile will look like and double-check included within Data:
Select ADD at the top of the Tile Builder screen once you are happy with the settings, and you will be brought back to the Dashboard.
To move the Tile, simply click on it and drag the tile to the desired location.
To resize a Tile, simply click the bottom right corner of the tile and drag it outwards or inwards to resize. Other Tiles will automatically rearrange to fill in any gaps created by the resize.