Tutorial

Customization options for Balance Sheet report

  • 2 May 2022
  • 1 reply
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Ready to customize your Balance Sheet but not sure exactly where to start or what options are available to you!? Well you have found the right place! Digits Reports makes it super easy to add customizations, statistics and formatting to your report that would normally take a ton of time! 

 

 

 

  1. Show Trendline - Bring in the historical numbers in a visually easy to understand way. Allowing you to really quickly find anomalous behavior in the past. 
    1. If you toggle on the trendline, you will see a line graph that appears on the Balance Sheet section of the report to the left of the totals.
  2. Show Percentage Total - This will add an additional column showing your percentage total for each category. 
  3. Show Deltas - You can choose to show Month over Month or Year over Year. Both options allow MoM & YoY to be displayed as percentages or amounts. 
    1. Delta: Month over Month
    2. Delta: Year over Year

Tips and Tricks!

Use auto-heatmapping to quickly dive into the largest movers and shakers in the business. Instead of spending hours going line by line to find where changes happened. Quickly find the largest movers by finding the colors the heatmapping pulls out for you!


1 reply

How can I get a balance sheet to show comparative balances, not just variances? 

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