> ## Documentation Index
> Fetch the complete documentation index at: https://help.ezyiah.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Preparing General Ledger Report

> Generate and read a client's General Ledger Summary report for a financial year

Ezyiah generates a General Ledger Summary report from a client's reconciled transactions, listing each account's movement for the period alongside its type.

<Steps>
  <Step title="Open Reports">
    With a client selected, click **Reports** in the left sidebar to expand it. This reveals every report Ezyiah can generate for that client, including **General Ledger Summary** alongside Business Activity Statement, Profit & Loss, Balance Sheet, Trial Balance, Transaction Report, Depreciation Schedule, Taxable Payments Annual Report, and EOFY Statement.
  </Step>

  <Step title="Open the General Ledger Summary report">
    Click **General Ledger Summary** in the expanded Reports list. Ezyiah generates the report for the client and loads it on screen.
  </Step>

  <Step title="Sort and filter the report">
    Use **Sort by** in the top right to order the accounts, for example by **Code**. Use **Frequency** to set how the report is broken down, and **Financial Year** to choose which year to view. The report updates to reflect all three.
  </Step>

  <Step title="Switch between Summary and With Balances">
    Use the **Summary** and **With Balances** toggle above the report to switch views. Summary shows each account's totals for the period, while With Balances adds running balance detail for the same accounts.
  </Step>
</Steps>

## Reading the report

The report opens with the client's **Company Name**, the **Reporting Period** covered, and who it was **Prepared By**.

Below that, the report lists every account under a basis heading such as **Cash Basis**, in a table with **Account**, **Codes**, **Debit**, **Credit**, **Net**, and **Account Type**. Each row shows an account's name, code, its debit or credit total for the period, the resulting net figure, and its type such as Income, Expense, Assets, Contra Assets, or Liabilities.

<Tip>
  Use the zoom controls in the top left to adjust how the report displays on screen, and click **Export Report** in the top right to download it.
</Tip>

<Note>
  This page currently covers the top portion of the account list. The remaining accounts and any totals at the end of the report follow the same table layout and will be added here once screenshots of the full scroll are available. The **With Balances** view is not yet covered, since these screenshots only show the Summary view.
</Note>