Enhanced interface

Customize the Dimension balances report

You can select the dimensions to include in the report in the following formats:

Side by side
Per dimension
Single column view with cascading values

We recommend side by side because this view shows the most data per page.

The dimensions and accounts you select form the content of your report.

For optimal performance, we recommend filtering narrowly from a dimension perspective when looking at many or all General Ledger accounts. Or use a range of General Ledger accounts if you want to view data for multiple dimensions.

To open the report, go to General Ledger > All > Reports > Dimension balances. If you do not see this report on the menu, see your system administrator to add it to your application.

Subscription	General Ledger
Regional availability	All regions
User type	Business
Permissions	Permissions inherited from Trial balance report Trial balance: Run

Time period

You can use one of the predefined reporting periods available in the Reporting period and As of date fields. Or you can create your own reporting period using the Start date and End date fields.

To set the time period

In the Time Period section:

EITHER

Select a Reporting period.
Enter an As of date.

This is the date that Intacct uses as a baseline for the period that you select. Leave the field blank to use today's date.

Enter a specific Opening balance date and/or a specific Closing balance date.

If you're running this report for multiple entities, and the entities use a fiscal period different from the calendar year, select a predefined Reporting period. If you do not select a predefined fiscal period, you might not get the results that you expect.

The following table describes each item in the Time Period section of this report settings page:

Field	Notes	Limitations
Reporting period	These periods are relative to the As of date. All periods begin on the first day of the period, such as the first day of the month, quarter, or year that you select.	Only works with As of date. Does not apply if you select an Opening balance date or a Closing balance date.
As of date	Leave this box blank to use today's date.	Only works with Reporting Period. Does not apply if you select an Opening balance date or a Closing balance date.
Opening balance date, Closing balance date	Leave the Opening balance date to include all information from the earliest date that you entered data into your company up to and including the closing balance date. Leave the Closing balance date blank to include all information from the opening balance date up to today.	The format must be MM/DD/YYYY.
Prompt on run	Select this checkbox to force you (or anyone using this report) to enter a location, department, and/or time period before the report will run.

You can select any link to drill down to the details.