Edit a financial statement
Customize the contents and layout of a financial statement to meet your organization’s needs by adding and removing items, changing the order in which they display, and more.
User permission: Manage Custom Statements
In the statement list, click the statement you want to edit. It opens in the editing area on the right.
Get familiar with the editing area
The image below identifies the key elements of the statement editing area.
To get a better view of the statement editing area, you can resize the statement list or click the blue Hide button to remove it from view.
1. Statement details
The details at the top give you context.
Name: Confirm you have the right statement open. You can rename the statement, if required.
Based on dimension: The dimension that manages the account mapping. See Overview of dimensions in Financial Statements.
Revenue row: The account group that represents the revenue row in the Profit and Loss statement.
2. Statement items and options
The editing area opens on the Edit statement tab. In the center, you can see the items in the statement. On either side, there are action buttons and settings.
Statement items
Each item in the list matches a top-level row in the statement. Items display here in the same order as the statement grid.
Types of items you might see:
Group. A category of accounts, like Revenue or Expenses.
Calculation. A calculated row, like Gross Profit or EBITDA.
Heading. A label row you add for readability.
Spacer. Blank space between items.
Balance. Cash Flow only. Cash at the start and end of period.
Options
The following actions and settings are available for customizing the statement contents and layout:
Move items to reorder the statement.
Add a new item (group, calculation, heading, or spacer).
Show or hide an item in the statement.Change the number format for calculation results.
Reverse sign of a group to display a negative number as a positive, or vice versa.
Set the style of a group or calculation to control how it looks in the statement.
Delete the item from the statement.
Depending on the option, it might be available directly on the screen, via the item's menu button and/or when you select the item row.
Set the revenue row
The Revenue row setting is available in Profit and Loss statements only. It's used to drive the % Revenue calculation that can be turned on in the statement grid via the Columns menu.
Select the correct account group from the Revenue row list in the top-right corner.
Rename the statement
You can rename custom statements. You can't rename the default statements.
At the top of the statement editing area, next to the statement's name, click the Edit button.
Enter the new name, then click Save.
If the statement uses a custom dimension, you can also rename that dimension.
Rename an item
Use descriptive names to help users understand the item's contents.
In the statement editing area, click in the item's name box and edit the name as required.
Duplicate an item
Use the duplicate option to quickly create a copy of an item instead of adding a new one.
In the statement editing area, click the item's menu button (three dots), then click Duplicate.
A copy of the item is added below the original. Edit the item names as required. Each item must have a unique name.
Add an item
The items in a financial statement here appear as rows in the statement grid.
See Take a tour of Financial Statements to learn about the rows in the statement grid.
See these pages for detailed steps:
Show or hide an item
If you need to use these groups in Budgets & Forecasts (B&F), be aware that hidden groups are not available in B&F. To include the groups in B&F but exclude them from Financial Statements, create a copy of the statement. In the version used for B&F, ensure the groups are visible.
If you don't want a group or calculation to display on the financial statement, you can hide it from view. This setting allows you to use the item in other calculations but not display it as a row on the statement itself.
In the statement editing area, click the eye icon 
next to the group or calculation to turn visibility off or back on again.
Alternatively, select multiple items to open the bulk actions toolbar, then click Hide to hide all selected items at the same time.
Reverse the sign of a group
The Reverse sign setting flips the sign of the value. A negative number displays as positive, and a positive number displays as negative.
Select this setting based on how your accounts are structured in your source data. For example, revenue often appears as a negative value in a Trial Balance because it is a credit. In a financial statement, you typically want revenue to display as a positive number.
In the statement editing area, select Reverse sign to display the revenue value as positive in the statement.
Set the style of an item
Use the style settings to control how a group or calculation appears in the statement.
Make an item bold
To make one calculation or group more distinguishable from others in the statement, you can display its name and values in bold. This is typically used for totals, such as Total Revenue or Gross Profit.
In the statement editing area, click the Style button and select the Bold checkbox.
Alternatively, select multiple items to open the bulk actions toolbar, then click Style and select the Bold checkbox to make all selected items bold at the same time.
Set variance logic
In the statement editing area, use the Variances setting to control how values display in the variance column. In combination with the Styles > Red/green % variances option in the grid, this setting applies color coding so you can see at a glance whether the result is favorable or unfavorable.
Select Higher is better when an increase in the value is a positive outcome. If the value is higher than the comparison period, it displays in green. If the value is lower, it displays in red. For example, revenue is typically better when it is higher than last year.
Select Lower is better when a decrease in the value is a positive outcome. If the value is lower than the comparison period, it displays in green. If the value is higher, it displays in red. For example, cost of goods sold is typically better when it is lower than last year.
Alternatively, select multiple items to open the bulk actions toolbar, then click Style and select Higher is better or Lower is better to apply the same logic to all selected items at the same time.
Delete an item
You can delete all types of item from the statement. The item is deleted from the statement immediately. There is no confirmation step.
If you delete a group or calculation that's referenced by another calculation item, you will break the formula. You must fix the formula before you can save your changes to the statement.
If you delete a group that has accounts mapped to it, the accounts are moved to the Suspense row in the statement.
In the statement editing area, click the item's menu button, then select Delete.
Alternatively, select multiple items to open the bulk actions toolbar, then click Delete to delete all selected items at the same time.
Reorder the statement
Reorder the items in the statement to control how the information appears in the grid. You can change the order of both the statement items (identified by the purple box in the image below) and account groupings within groups (identified by the blue box in the image below).
Reorder items
Change the order in which the statement items, such as groups, calculations, headings, spacers, and balances (if applicable) appear in the statement.
In the statement editing area, click and hold an item’s move button (a blue box displays around the row), then drag the item up or down to its new position. Reorder the other items as required.
Reorder account groupings
If you add dimension groups (sub-dimensions) for the accounts in the statement, you can apply a custom sort order for the items in those groups. For example, in the image in the section introduction above, the account groupings display in alphabetical order, but you might want them to display in a different order.
Save your changes
When you're finished editing a statement, click Save at the bottom of the page to save your changes. Your changes will be applied after the next database build.
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