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Balance Sheet Report
Financial position showing assets, liabilities, and equity at a point in time. Supports multi-period comparison and tracking filters.
Parameters
| Parameter | Required | Description |
|---|---|---|
| As of Date | Yes | Point-in-time snapshot date |
| Compare | No | Add 1-11 comparison periods (Monthly/Quarterly/Yearly) |
| Tracking | No | Filter by up to 2 tracking category/option pairs |
| Cash Basis | No | Show only paid transactions (default: accrual) |
Output
Account balances grouped by type and class (Assets, Liabilities, Equity) using Xero's standard layout format.
AccountCode
AccountName
Amount
OrgID
OrgName
Timestamp
When Compare is enabled, columns show balances at each period end date.
Tips
- Use Compare to show month-end position trends
- Use Tracking filters for business unit balance sheets
- "As of Date" reports show a snapshot - use date presets like "End of Last Month" for recurring reports