Build a custom report
An administrator builds custom reports in the report editor, starting from one of the 3 standard statements, one of 9 templates, a copy of another report or a blank page. Rows can be accounts, subtotals, calculations or statistics, and the columns can show actual, budget, latest estimate and variance for each period. A report exports to Excel, to CSV and, through the browser, to PDF.
What a custom report is
A custom report is your own layout of the group's figures: a management profit and loss with EBITDA, a balance sheet with ratios, a profit and loss that ends in revenue per employee, or anything else built from your chart, your statistics and your budgets. It reads the same figures as the standard statements, so the two always agree.
Build one, step by step
- Start from a template, a standard statement, a blank report or a copy of another report.
- Add rows: accounts, subtotals, statement totals, headings and blank lines.
- Add calculation and statistic rows for margins, ratios and figures per unit.
- Choose the periods and columns, such as this year against last year, or actual against budget.
- Save and publish it, so that readers find it under Reports.
- Export it to Excel, CSV or PDF, or add it to a board pack.
Sections
A report can have up to 12 sections. Add section adds a profit and loss, balance sheet, cash flow or text section. Drag a section by its grip to move it. A section title prints when the report has more than one section, or when you set one.
What a custom report cannot do yet
- A section holds one statement, so profit and loss accounts and balance sheet accounts go in separate sections. A calculation can still use a total from the other statement.
- Apart from the P&L by company template, a report does not show a column for each company.
- All columns in a section share the report's period choice. A single column with its own period is not available.
- The currency is the group's reporting currency, or a single company's own. It cannot be changed for a report.
- A published report is seen by every role that can read reports. It cannot be shared with some roles only.
- There is no version history, and changes are not saved until you save them.
Limits
A group can keep up to 30 reports. A report holds up to 12 sections and 200 rows across them. Building and changing reports needs an administrator and a screen at least 768 pixels wide. Anyone can read published reports on any screen.