BS&A Cloud Trial Balance History Report Instructions

This document provides instructions on how to export Trial Balance History data from BS&A Cloud to support the data onboarding process.

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Below, you will learn: 

• How to run a BS&A Cloud Trial Balance History Report to aid in the data onboarding process

Note: You can click on any image below to zoom in. 
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Note: Some BS&A cloud clients may have different system functionalities. If these instructions do not apply to your system, Senior Data Advisors can collaborate with the client to identify an alternative report that meets their needs.

Access the Reports Tab

1. In the Run Report section, select Reports.
2. Type the word “History” in the search bar at the bottom to help narrow your report results. Then, select Trial Balance History Report.
3. Click on the Edit Report Options icon.

4. Click in the Data Options window, and in the Date Filters section, in the Period Month section, select the final month of your fiscal year (i.e., if your fiscal year is January-December, select December for your Period Month).

   

5. Select the Formatting Options tab.
6. Scroll down to the Columns to Include section; from here, select all the years you would like to include in your report. Pro Tip: We recommend you include (at a minimum) the last 4 fiscal years.
7. Export the report to Excel/CSV format.