Change the columns

If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.

Learn how to use Column Groups to show financial data side-by-side in a matrix format. This setup allows for quicker comparisons and makes it easier to spot differences in performance.

Learn how to edit an existing financial statement to suit your business needs.

Learn how to add and manage columns in the grid to shape your analysis. This tutorial covers adding measure and calculation columns, adjusting number formats, and organizing or removing columns so the grid shows the information you need.