The GLTrial Balance report is a standard (preconfigured) paginated report you can access for up-to-date insights into your Vista GL Trial Balance data.

The GLTrial Balance report includes a number of parameters you can adjust to view real-time data. Once you have set the parameters, select View report to run it.

Note that you can use the Detail Level parameter to change the level of detail included in the report.

Once you have run the report, you can export it as a .PDF file or other format by selecting the Export option.

If you want to modfiy the report, you can download it from the Dashboards page by selecting the options menu and then Download. Once you have downloaded it, you can modify the report using Power BI Report Builder*, rename the file, and then add it to Analytics. (See Add a Paginated Report.)

See the following video for an overview of the GL Trial Balance report.

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