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.
![](../__attachments/2690220033/image-20230629-212853.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
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 |