Generate a Statement of Equity Report

In this section, you will learn how to generate and review the Statement of Equity within SapphireOne. This functionality is essential for understanding changes in your organisations equity over a specific period. The steps are as follows:

1. Navigate to Management > Analysis > Statement of Equity.
2. Select Date Range:
   • Start Date – Enter the beginning date for the period you wish to analyse.
   • End Date – Enter the ending date for the period you wish to analyse.
3. Select the equity accounts you want to include in the statement.
4. Click on the Generate button to create the Statement of Equity report.
5. Review the generated report for detailed insights into changes in equity.

For more detailed information, visit the Management > Analysis > Statement of Equity article.