> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/reports/accounting/unadjusted-trial-balance/accessing-unadjusted-trial-balance-report.md).

# Accessing Unadjusted Trial Balance Report

The Unadjusted Trial Balance report provides a snapshot of the balance of all the accounts in the general ledger before any adjustment entries are made. This report can be used as a preliminary document for financial statement preparation by ensuring the financial accuracy and readiness for the period-end reporting.&#x20;

{% hint style="info" %}
To access the Adjusted Trial Balance Report, go to Menu > Reports > Accounting > Unadjusted Trial Balance
{% endhint %}

### Selecting Reporting Template

After choosing the Unadjusted Trial Balance option, you'll be prompted to choose a document template. Select the report template from the "Select Document Template" dropdown to open the report.

### Filtering the Report

The Unadjusted Trial Balance Report features a range of filter options allowing you to view data for different time periods. By default, the report is set to show data for "This Fiscal Year-To-Date". However, you have the flexibility to refine your report for specific periods such as "Today", "This Week", or "This Calendar Year"; these options can be found to the right of the report interface.

To view the report for a period other than the default, choose your desired timeframe from the list of options and hit "Preview" to update the view.

For more specific date ranges, the report also provides a "Custom" period option. Here, you can define your own start and end dates. After entering these dates, click "Preview" to generate the tailored report customized to your specified period.


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