Report Name: Balance Sheet
Report Number: REP-5008-INT-S
Report Category: Pro
Report Type: Interactive
Why this report is useful:
The Balance Sheet report is a crucial tool for users seeking a clear overview of a company’s financial position at a specific point in time. It provides a snapshot of the assets, liabilities, and equity, offering key insights into the organization’s financial health. This report is essential for assessing solvency, liquidity, and financial stability, making it a valuable resource for internal control, audits, and strategic decision-making. The layout is designed for easy review, with filtering options by date for focused analysis. Additionally, users can drill through from any value in the report to obtain more detailed data, providing enhanced transparency.
Customer benefits:
• Comprehensive overview – Gain insight into the company’s assets, liabilities, and equity.
• Real-time data access – Filter by date for up-to-date analysis.
• Drill-through capability – Access detailed financial data from any row in the report.
Who might be interested in this report:
• Accountants and Controllers – To assess the financial health and perform balance sheet reconciliations.
• Financial Analysts – For analyzing company assets and liabilities in depth.
• Management and Investors – To evaluate the organization’s financial stability and make informed decisions.
From the Balance Sheet, the report includes:
• Row Number
• Description
• Assets
• Liabilities
All values are displayed in PLN.
Additional features:
The report offers a "Drill-through" feature, allowing users to access detailed transaction-level information from any selected value, enhancing data transparency and analytical capabilities.
What is a Balance Sheet and why is it needed?
A Balance Sheet is one of the core financial statements that provides a snapshot of a company’s financial position at a specific moment. It is divided into two main sections: assets and liabilities. The total assets must always equal the total liabilities and equity, following the accounting equation:
Assets = Liabilities + Equity
The Balance Sheet is crucial for understanding how well a company can meet its obligations and manage its assets. It is widely used for financial analysis, credit evaluations, and decision-making, allowing stakeholders to assess the financial strength and performance of an organization.