Balance Sheet – Trended

What is a Trended Balance Sheet with KPIs? Trended Balance Sheet reports are considered month end analysis tools and are often used by CFOs and analysts to monitor and analyze anomalies and trends in assets and liabilities. Some of the key functionality in this type of report is that it dynamically displays each month up the the current period this year as well as the same months for the prior year. The charts on the top of the report speeds up analysis for key metrics like Current Assets, Fixed Assets, Current Liabilities, Other Liabilities and Equity. The rows in the report shows Account Categories and the user can expand each row to see individual GL accounts and their amounts. The yellow row below the charts is a customizable and automated narrative. You find an example of this type of report below.

Purpose of Trended Balance Sheet Reports Companies and organizations use Trended Balance Sheet Reports to quickly detect changes over time and exceptions with assets or liabilities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its decision speed as it relates to liquidity and other balance sheet metrics as well as reduce the chances that anomalies goes undetected for longer than necessary.

Who Uses This Type of Report? The typical users of this type of report are: CFOs, Analysts and Executives. Other Reports Often Used in Conjunction with Trended Balance Sheet Reports Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Trended Balance Sheet Reports, along with monthly Balance Sheet reports, KPI dashboards, trended P&Ls and cash flow statements and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Balance Sheet – Trended in Solver? The Balance Sheet – Trended is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? This template is primarily used by CFOs, FP&A managers, and controllers who need accurate, timely reporting without manual data preparation. It is also valuable for department heads and business unit leaders who need periodic performance summaries.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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