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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


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

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