Balance Sheet

This widget displays 2nd level monthly balance sheet data in a bar chart for the past six months, starting from the Year/Month value specified in the Apply filters section of the workspace. You can hover over a bar to view these values for the month:

  • Assets
  • Current Assets
  • Liabilities
  • Stockholders Equity
Note: 
  • By default, the Year/Month field value is set to the current month.

  • The No data returned from Cloud Suite Distribution Birst Analytics warning message is displayed, if no Birst Space ID is associated with the logged-in tenant.

  • For more information, see Infor Birst User and Administration Library.

The View Details option in the widget enables you to access the Balance Sheet window. You can perform these actions in the window:

  • View up to four levels of monthly balance sheet data in a table for the past 12 months, starting from the Year/Month value specified in the Apply filters section.
  • Click View Balance Sheet to access the GL Balance Sheet page in the Birst application.

  • Click Insights to generate detailed insights using Gen AI, based on the balance sheet data for the past 12 months, starting from the Year/Month value specified in the Apply filters section. The AI insights include an executive summary, a trend analysis, a performance benchmark, a risk identification list, and strategic recommendations. These insights help CEO understand performance and act on data-driven opportunities. You can click Download to save the insights as a PDF file.

    Note: The Insights option is enabled in the Advanced Workspace.
  • View and hide row filters, using the Show filter row option.
  • Filter data, using the Run filter option.
  • Remove all filters, using the Clear filter option.
  • Export the entire data to an Excel file, using the Export to Excel option.