Manage statement levels
Control how your financial statement is structured by adding, removing, and rearranging levels in the grid.
Levels represent the dimensions in your statement, such as Category, Account, or other available dimensions in your database. You can choose which levels to include and how they are ordered.
The levels you select define the structure of your statement:
Each level adds a layer of grouping to the grid.
The order of levels controls the hierarchy.
You can display a single level or multiple levels (maximum of six).
For example, you might:
Show only a single dimension (such as Trading entity).
Include multiple levels (such as Category, Subcategory, and Account).
Remove Account to view higher-level summaries only.
This flexibility allows you to structure your statement in different ways, depending on your analysis needs.
Some exports, dashboards, or other features might behave differently depending on the levels selected, as support for all combinations is still being improved.
The Statement levels feature is available on the left side of the page, above the Dimension panel.
Add a level
In the dimension panel, drag a dimension up into the Statement levels area.
The grid updates to include the new level.
Rearrange levels
The order of levels determines how your data is grouped in the statement.
In the Statement levels area, drag a level up or down in the list and drop it into the required position.
The grid updates with the new level hierarchy.
Filter a level
When you add a level, a row for each entity in that dimension is added to the statement. If you only want to see specific entities, filter the level to remove the others. Filter multiple levels to further refine the data.
In the Statement levels area, click the chevron next to the level, then select the required entity checkboxes.
The grid updates to remove the unselected entities.
Expand calculation rows
When you add a level, calculation rows are not expandable by default. You can only expand the category (group) rows.
This option is only available when a dimension (not Account) sits directly below the statement dimension (such as Category).
Turn on Expand calculation... to expand calculation rows and view the contribution of each entity to the total. For example, you might want to view a breakdown of Revenue by Trading entity.
In the Statement levels area, click the Expand calculation... button.
Calculation rows become expandable, as indicated by the chevron icon.
Click the button again to turn the feature on or off.
Remove a level
You can remove any level, including Account or higher-level dimensions such as Category. You must have at least one level in your statement.
In the Statement levels area, click the X next to the level.
The grid updates immediately.
Export statements by level (multiple PDFs)
If your statement is structured by a level (such as Branch, Department, or Trading entity), you can export each item as a separate worksheet tab in Excel, then use an Excel macro to generate a separate PDF file for each tab.
Add the level you want to export (for example, Department) to the statement. Each item in that level becomes a separate tab in Excel.
(Optional) Apply filters to limit which items (dimension entities) in that level are included in the export.
Click Export and select the Excel export option.
Open the exported Excel file. Each tab represents a separate version of the statement.
Add or run an Excel macro that exports each tab as a PDF.
Save the file as a macro-enabled workbook (.xlsm), then run the macro.
Each tab is exported as an individual PDF file.
For more information about export options, see Copy or export financial information.
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