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Report Designer

Change the balance sheet report name

You may have attempted to change the title of the Balance Sheet and found that it remained the same when you previewed the financial statement. This occurred because there is a conditional expression within cell A2 of the header section.
That conditional expression is designed to print
Statement of Financial Position
 if the client entity type is a non-profit organization (990). If the client is something other than a 990, the words
Balance Sheet
 will print.

Open the balance sheet

  1. Select
    File
    , then
    Report Designer
    .
  2. Select
    Financial Statements
    , then double-click the
    Balance Sheet - Current Year
     financial statement to open it in the design grid.
Use 1 of the following 2 processes to change the heading in the Balance Sheet.

1: Update the conditional expression

  1. Select into cell A2 within the header.
  2. Go to
    Format
    , then
    Conditional Expression
    .
  3. Remove the words in the
    If true, print
     box and replace them with a new title.
    Conditional Expression window showing the "If, true print" field highlighted and the words "Statement of Assets, Liabilities and Capital-Modified Cash Basis.

2: Remove the conditional expression

Follow these steps to remove the conditional expression and use the same heading regardless of the client entity type.
  1. Select into cell A2 within the header.
  2. Go to
    Insert
    , then
    Remove Conditional Expression
    .
  3. Select cell A2 and remove the words Balance Sheet and replace with a new title.

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Reports

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