BalanceSheetStandard
Generates a standard Balance Sheet report summarizing assets, liabilities, and equity.
Columns
| Name | Type | References | Description |
| Label | String | The label describing each row in the BalanceSheetStandard report, such as account or entity names. | |
| Total | Double | The total value associated with the respective label in the BalanceSheetStandard report. | |
| AccountLabel | String | The label of the account column in the BalanceSheetStandard report, representing account details. |
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 | |
| ReportPeriod | String | Specifies the date range for the report in the format fromdate:todate. Either value can be omitted for an open-ended range (for example, 2009-12-25:). Supported date format is yyyy-MM-dd. | |
| ReportDateRangeMacro | String | A predefined macro for the report date range, such as 'LastMonth' or 'ThisYearToDate'.
The allowed values are ALL, TODAY, THISWEEK, THISWEEKTODATE, THISMONTH, THISMONTHTODATE, THISQUARTER, THISQUARTERTODATE, THISYEAR, THISYEARTODATE, YESTERDAY, LASTWEEK, LASTWEEKTODATE, LASTMONTH, LASTMONTHTODATE, LASTQUARTER, LASTQUARTERTODATE, LASTYEAR, LASTYEARTODATE, NEXTWEEK, NEXTFOURWEEKS, NEXTMONTH, NEXTQUARTER, NEXTYEAR. | |
| AccountType | String | Filters the report to include only accounts of a specific type, such as Asset, Liability, or Equity.
The allowed values are NONE, ACCOUNTSPAYABLE, ACCOUNTSRECEIVABLE, ALLOWEDFOR1099, APANDSALESTAX, APORCREDITCARD, ARANDAP, ASSET, BALANCESHEET, BANK, BANKANDARANDAPANDUF, BANKANDUF, COSTOFSALES, CREDITCARD, CURRENTASSET, CURRENTASSETANDEXPENSE, CURRENTLIABILITY, EQUITY, EQUITYANDINCOMEANDEXPENSE, EXPENSEANDOTHEREXPENSE, FIXEDASSET, INCOMEANDEXPENSE, INCOMEANDOTHERINCOME, LIABILITY, LIABILITYANDEQUITY, LONGTERMLIABILITY, NONPOSTING, ORDINARYEXPENSE, ORDINARYINCOME, ORDINARYINCOMEANDCOGS, ORDINARYINCOMEANDEXPENSE, OTHERASSET, OTHERCURRENTASSET, OTHERCURRENTLIABILITY, OTHEREXPENSE, OTHERINCOME, OTHERINCOMEOREXPENSE. | |
| AccountList | String | A comma-separated list of account names or IDs to include in the report. Specify AccountListType when using this input. | |
| AccountListType | String | Determines the type of account list specified in AccountList, such as 'Name' or 'ID'.
The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN. | |
| EntityType | String | Filters the report to include only entities of a specific type, such as Customer, Vendor, or Employee.
The allowed values are NONE, CUSTOMER, EMPLOYEE, OTHERNAME, VENDOR. | |
| EntityList | String | A comma-separated list of entity names or IDs to include in the report. Specify EntityListType when using this input. | |
| EntityListType | String | Determines the type of entity list specified in EntityList, such as 'Name' or 'ID'.
The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN. | |
| ItemType | String | Filters the report to include only items of a specific type, such as Inventory or Non-Inventory.
The allowed values are NONE, ALLEXCEPTFIXEDASSET, ASSEMBLY, DISCOUNT, FIXEDASSET, INVENTORY, INVENTORYANDASSEMBLY, NONINVENTORY, OTHERCHARGE, PAYMENT, SALES, SALESTAX, SERVICE. | |
| ItemList | String | A comma-separated list of item names or IDs to include in the report. Specify ItemListType when using this input. | |
| ItemListType | String | Determines the type of item list specified in ItemList, such as 'Name' or 'ID'.
The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN. | |
| ClassList | String | A comma-separated list of class names or IDs to include in the report. Specify ClassListType when using this input. | |
| ClassListType | String | Determines the type of class list specified in ClassList, such as 'Name' or 'ID'.
The allowed values are LISTID, FULLNAME, LISTIDWITHCHILDREN, FULLNAMEWITHCHILDREN. | |
| TransactionTypes | String | A comma-separated list of transaction types to include in the report. Possible values include ALL, INVOICE, PAYMENT, DEPOSIT, and more. | |
| ModifiedDateRange | String | Specifies the date range for modified entries in the format fromdate:todate. Supports open-ended ranges (for example, 2009-12-25:). | |
| ModifiedDateRangeMacro | String | A predefined macro for the modified date range, such as 'LastWeek' or 'ThisQuarter'.
The allowed values are ALL, TODAY, THISWEEK, THISWEEKTODATE, THISMONTH, THISMONTHTODATE, THISQUARTER, THISQUARTERTODATE, THISYEAR, THISYEARTODATE, YESTERDAY, LASTWEEK, LASTWEEKTODATE, LASTMONTH, LASTMONTHTODATE, LASTQUARTER, LASTQUARTERTODATE, LASTYEAR, LASTYEARTODATE, NEXTWEEK, NEXTFOURWEEKS, NEXTMONTH, NEXTQUARTER, NEXTYEAR. | |
| DetailLevel | String | Specifies the level of detail in the report. For example, choose Summary for a high-level view or AllTransactions for full details.
The allowed values are ALL, ALLEXCEPTSUMMARY, SUMMARYONLY. | |
| PostingStatus | String | Filters the report to include only posting transactions, nonposting transactions, or both.
The allowed values are EITHER, NONPOSTING, POSTING. | |
| ReportAsOf | String | Filters the report to return open balance information up to the specified date.
The allowed values are REPORTENDDATE, TODAY. | |
| ReportBasis | String | Defines the accounting method for the report. Use 'Cash' for cash basis, 'Accrual' for accrual basis, or 'None' to use the default report basis. | |
| ReportCalendar | String | Specifies the type of year used for the report, such as CalendarYear or FiscalYear.
The allowed values are NONE, CALENDARYEAR, FISCALYEAR, TAXYEAR. |