TrialBalanceReport
This report summarizes your company's assets, liabilities and equity at a specific point in time.
Table Specific Information
Select
The component uses the Zoho Books API to process WHERE clause conditions built with the following columns and operators:
- TransactionDate supports the '=' comparison.
- ToDate supports the '=' comparison.
- FromDate supports the '=' comparison.
- CashBased supports the '=' comparison.
The rest of the filter is executed client-side in the component.
For example:
SELECT * FROM TrialBalanceReport WHERE TransactionDate = 'Today'
SELECT * FROM TrialBalanceReport WHERE ToDate = '2022-10-31'
SELECT * FROM TrialBalanceReport WHERE FromDate = '2022-10-10' AND ToDate = '2022-10-31'
SELECT * FROM TrialBalanceReport WHERE CashBased = True
Columns
| Name | Type | References | SupportedOperators | Description |
| BalanceTypeName | String | Balance Type Name. | ||
| SubBalanceTypeName | String | Sub Balance Type Name. | ||
| AccountTransactionTypeName | String | Account Transaction Type Name. | ||
| AccountTransactionCreditTotal | Decimal | Credit Total. | ||
| AccountTransactionDebitTotal | Decimal | Debit Total. | ||
| SubAccountCreditTotal | Decimal | Sub Account Credit Total. | ||
| SubAccountDebitTotal | Decimal | Sub Account Debit Total. | ||
| CreditTotal | Decimal | Account Transaction Type Credit Total. | ||
| DebitTotal | Decimal | Account Transaction Type Debit Total. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description | |
| CashBased | Boolean | Cash Based. | |
| TransactionDate | String | Filter transaction by any transaction date.
The allowed values are Today, ThisWeek, ThisMonth, ThisQuarter, ThisYear, PreviousDay, PreviousWeek, PreviousMonth, PreviousQuarter, PreviousYear, CustomDate. | |
| ToDate | Date | ToDate. | |
| FromDate | Date | FromDate. |