Q1. What is the Equity Movement Report?
The Equity Movement Report summarizes changes in your organization’s equity over a selected period. It shows:
Opening Equity Balance
Equity movements during the period, such as Current Year Earnings and Capital changes
Net Equity Movement
Closing Equity Balance
This report helps you understand how profits, losses, and capital transactions affect your organization’s overall equity position.
Q2. Can I customize the date range for the Equity Movement Report?
Yes. You can select a custom date range using the date picker at the top of the report.
You may also choose predefined date ranges for quicker selection. Once updated, the report will reflect the selected period.
Q3. What currency is the Equity Movement Report shown in?
By default, the Equity Movement Report displays values in your organization’s base currency.
Q4. Can I compare equity movements across different periods?
Yes. Click Compare beside the reporting period to open the comparison settings.
You can:
Compare with Previous Days, Previous Months, Previous Quarters, or Previous Years
Set the display order to Recent to Oldest or Oldest to Recent
This allows you to analyze equity trends and movements over time.
Q5. What information is included in the Equity Movement section?
The report includes:
Opening Equity Balance
Retained Earnings
Opening Equity Balance total
Equity Movement
Current Year Earnings
Increase/(Decrease) in Capital Stock
Net Equity Movement
Closing Equity Balance
Final equity position at the end of the selected period
The Closing Equity Balance is calculated as: Opening Equity Balance + Net Equity Movement = Closing Equity Balance
Q6. Can I download the Equity Movement Report?
Yes. Click the Download icon at the top right of the report. You can export the report in Excel or PDF or download both formats at the same time.