wafeq_reports_balance_sheet_list
Generate a balance sheet report as of a specific date, with up to 11 comparison periods grouped by month or year to analyze financial position.
Instructions
๐ข READ-ONLY ยท Reports ยท GET /reports/balance-sheet/
Balance Sheet
Generate balance sheet report in currency at date with period_count periods to compare and group it by group_by parameter.
PARAMETERS: this report takes date (the 'as of' date) and period_count (0-11 extra comparison periods) โ both REQUIRED. It does NOT take a date range; there is no date_from/date_to/date_after/date_before. group_by (month|year) sets the size of the comparison periods.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | The 'as of' date of the report. | |
| currency | No | The currency of the report. Default: base currency of the organization. | |
| group_by | No | Group the report by this value. | month |
| branch__in | No | The unique identifier of the branch. Multiple values may be provided. The special value '__null__' may be provided to filter for null values. | |
| contact__in | No | The unique identifier of the contact. Multiple values may be provided. The special value '__null__' may be provided to filter for null values. | |
| project__in | No | The unique identifier of the project. Multiple values may be provided. The special value '__null__' may be provided to filter for null values. | |
| period_count | Yes | The number of periods to include in the report. |