How to view and download the Balance report ?

Left menu > Reports

Learn how to view and download the Balance report in Sequence-ERP by following these detailed instructions:

1. Click on Reports in the left-hand side menu.

2. Once you're in the reports section, click on Balance.

3. Click on the calendar icon to select the dates you want to view.

4. You will have the option to choose from predefined date ranges (today, this week, last week, etc.) or to set a custom date range (using the Customize option).

5. Once you’ve selected the desired dates, click on the download icon.

6. You will then be able to download your report in three formats: CSV, XLS, and PDF.