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Jovychris_A
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Thanks for posting to the Community, @bnavarre.

 

I'd be happy to give you a resolution. You can click the mini drop-down button to collapse each account on a Balance Sheet report.

 

Let me show you how:

  1. Go to Reports.
  2. Select the Balance Sheet report.
  3. Click the drop-down ▼ button beside each account.

You can then print the report and present a management summary.
 

You can also check these video and article on how to customize reports and send it by email on a recurring schedule:


Please let me know or tag me (@Jovychris_A) if you have additional questions. I'll keep my notifications open. Have a good one!

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