Simpler creation, greater flexibility, and more control with Financial Statements

Manage statements has been upgraded to give you a more intuitive and flexible way to create, edit, and organize your financial statements. With a cleaner layout and improved editing experience, it’s easier to build, customize, and manage statements with confidence.

What’s new

• Export exactly what you need
  Export values only on new style workbooks, removing formula complexity and speeding up even the most data-heavy spreadsheets.
• Improved editing experience
  A more intuitive editing area with clearer tabs, simplified controls, and flexible styling makes it easier to customize statements and understand how they’re structured.
• Simpler formula creation
  Build calculations faster with click-to-select references and an improved formula experience—no need to rely on complex syntax or documentation.
• Better visibility and control
  Clearer options for showing/hiding items, setting performance direction, and styling rows give you more precision over how your statements are presented.