CheckMark Knowledge Base CheckMark Knowledge Base

  • PRODUCTS
    • ONLINE SOFTWARE
      • CheckMark Online Payroll
      • CheckMark Online 1099
      • CheckMark Online 1095
    • DESKTOP SOFTWARE
      • CheckMark Payroll Software
      • CheckMark MultiLedger
      • CheckMark 1099 Software
      • CheckMark 1095 Software
    • SERVICES
      • HR Services
      • Time & Attendance
    • PAPER PRODUCTS
      • Checks & Envelopes
      • Business Forms
      • Tax Forms
    • ADD-ONS
      • CheckMark Cloud Backup
  • STORE
    • Online Store Home
    • Software
    • Software Updates
    • Bundles
    • Checks & Envelopes
    • Business-Forms
    • Tax Forms
    • HR Support
  • MORE
    • ABOUT COMPANY
      • Our Story
      • Culture
      • Contact Us
    • PARTNER PROGRAMS
      • Consultant Program
      • Software Partner
      • Resellers Program
    • SUPPORT
      • Request Support
      • Knowledgebase
      • Blog
      • Tutorials
      • Find a Consultant
  • Sign In
    • My Account
    • 2026 Updates Portal
    • ONLINE SOLUTIONS
      • Employer Login
      • Employee Login
    • OTHER LOGINS
      • HR Services
      • Time & Attendance
  • Free Trial
Home / CheckMark MultiLedger, Financial and Other Reports / How to Create Financial Snapshot Reports

How to Create Financial Snapshot Reports

creating financial snapshot reports

Financial Snapshot Report

A Financial Snapshot report shows a summary of your business’s current cash, receivables, payables, inventory and several financial ratios as of the date of the last entry.

  1. Click Financial Snapshot in the Command Center.
  2. Click the dropdown list and select View, Print, or Text File to view, print, or export the report in Text file format.

Note: In 32-bit applications, the View, Print, and Text Files buttons are available directly on the screen.

snapshot 32-bit

Snapshot — Report Example:

Financial Snapshot


Related Articles

How to Create Chart of Accounts Report

How to Create Trial Balance Report

How to Create Transaction Journals Reports

How to Create General Ledger Report

How to Create Balance Sheet Report

How to Create Income Statement Report

How to Create Cash Flow Reports

How to Create Sales Tax Reports

How to Create Salesperson Reports

How to Create Job Reports

Related

CheckMark MultiLedgerFinancial and Other Reports

Search the Knowledge Base

Browse by Topics

  • Getting Started
  • Initial Setup
  • Backing Up & Restoring
  • Multi-User
  • Setup Option
  • Customer, Vendor and Item Setup
  • Introduction to Transactions
  • Customer Transactions
  • Vendor Transactions
  • Other Activities
  • Integration with CheckMark Payroll
  • Customer, Vendor & Item Reports
  • Financial and Other Reports
  • Sample Chart of Accounts
  • AppleScript and Importing
  • Error Messages
  • Miscellaneous
accounting software

ONLINE SOFTWARE

  • CheckMark Online Payroll
  • CheckMark Online 1099
  • CheckMark Online 1095

DESKTOP SOFTWARE

  • CheckMark Payroll Software
  • CheckMark MultiLedger
  • CheckMark 1099 Software
  • CheckMark 1095 Software

SERVICES

  • HR Services
  • Time & Attendance

PAPER PRODUCTS

  • Checks and Envelopes
  • Business Forms
  • Tax Forms

ABOUT US

  • Our Story
  • Consultant Program
  • Software Partner
  • Resellers Program
  • Contact Us

RESOURCES

  • Knowledge Base
  • Blog

CONTACT INFORMATION

  • 323 W Drake Rd, Ste. 100, Fort Collins, CO 80526
  • Tel: 970.225.0522
  • Fax: 970.225.0611
  • sales@checkmark.com

| | |

Terms of Service | Privacy Policy | Sitemap
Copyright © 2026 CheckMark, Inc.