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.
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.
By default, the Equity Movement Report displays values in your organization’s base currency.
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.
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
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.
