Salesforce Management Reports
GoldFinch provides 6 pre-built Salesforce reports to analyze financial data. You can clone and modify these reports, or you can use the Salesforce reporting tool to create new reports.
Report Name | Description |
|---|---|
GF4101 Trial Balance by Period | Standard Trial Balance report by accounting periods |
GF4102 Balance Sheet by Period | Standard Balance Sheet report by accounting periods |
GF4103 Income Statement by Period | Standard Income Statement report by accounting periods |
GF4105 Trial Balance | Standard Trial Balance report |
GF4106 Balance Sheet | Standard Balance Sheet report |
GF4107 Income Statement | Standard Income Statement report |