What this article covers: How to build, format, and view Cell Reports in BrizoConsol - a spreadsheet-style report editor where every cell can be typed, formulated, or bound to live financial, consolidation, or entity data.
Cell Reports give you a blank spreadsheet canvas inside BrizoConsol. You can type static text and numbers, write Excel-style formulas, and bind individual cells to live financial data, consolidation results, or entity metadata - all in one layout you design yourself.
1. Accessing Cell Reports
Go to Reports from the left navigation, then select the Custom tab. Cell Reports appear in the same list as other custom reports. Click New Report and choose Cell Report to open the editor, or click an existing Cell Report name to view it.
2. Editor Layout
The Cell Report editor has several distinct areas:
Area
What it does
Report name field
At the top - click to rename the report at any time
Formatting toolbar
Ribbon of controls for fonts, alignment, number format, borders, conditional formatting, freeze panes, and sheet settings - see Section 4
Formula bar
Shows and edits the content of the selected cell - type a value, formula (starting with =), or configure a binding here
Cell grid
The spreadsheet canvas - click a cell to select it, double-click or start typing to edit
Cell Inspector panel
Right-side panel - set the cell type and configure its binding options (see Section 3)
Sheet tabs
At the bottom - add, rename, switch, and delete sheets (see Section 6)
3. Cell Types
Every cell has a type, set in the Cell Inspector panel on the right. The type controls what the cell displays and what options are available.
Cell type
What it does
Empty
Blank cell - no content, no binding
Text or number
Static value you type directly - labels, headings, or fixed numbers
Formula
Excel-style formula starting with = - can reference other cells (e.g. =A1+B1, =SUM(C1:C12))
Financial data
Bound to live financial figures - P&L, Balance Sheet, Trial Balance, Account Type, KPI, or Exchange Rate data (see Section 3a)
Entity information
Bound to entity metadata - name, currency, fiscal year start, fiscal year, or reporting month
Consolidation data
Bound to consolidation output - CTA, NCI, eliminations, or journals (see Section 3b)
Report parameter
Displays a parameter from the report context - such as the selected period
Report information
Displays system metadata about the report - report name or the date and time it was generated
3a. Financial Data Binding
When a cell type is set to Financial data, the Cell Inspector shows binding fields to specify exactly which figure to pull:
Field
Options
Data source
Profit & Loss, Balance Sheet, Trial Balance, Accounts by type, System account type, Account type total, Financial statement total, KPI, NCI calculation, CTA report, JV / Associate report, or Exchange Rate
Entity
Which organisation the data is pulled from
Period
The reporting month offset - e.g. 0 for current month, -1 for previous month
Currency
The currency to return the value in
Level
Section total or individual account
Section / Account
The specific section or account to retrieve
Exchange rate fields
For Exchange Rate source: from currency, to currency, rate type (average or closing), and scenario
💡 Tip: Any binding field can be linked to another cell coordinate using the cell reference icon next to the field. This lets one cell drive the entity, period, or account selection for many others - making your report dynamic and parameterised. The NCI calculation, CTA report, and JV / Associate report sources give access to result sets (calculation lines, ownership assumptions, or a report summary) with specific value fields for each. These sources also support Version (Actual / Forecast / Budget) and Period basis (YTD / MTD) options.
3b. Consolidation Data Binding
When a cell type is set to Consolidation data, the binding fields let you pull CTA, NCI, elimination, or journal values from a consolidation run:
Field
Options
Dataset
CTA (currency translation adjustment), NCI (non-controlling interest), Elimination, or Journal
Period
The consolidation period to retrieve
Scenario
The scenario (e.g. Actual, Budget) to pull from
Basis
Year-to-date (YTD) or month-to-date (MTD) - available for CTA
Value choice
Total or individual entries
4. Formatting Toolbar
The toolbar above the grid is arranged into ribbon groups. Select one or more cells, then use the controls to apply formatting.
Group
Controls
History
Undo and Redo - also available via Ctrl+Z and Ctrl+Y / Ctrl+Shift+Z
Font
Font family (Aptos, Arial, Calibri, Times New Roman), size, bold, italic, underline, text colour, fill colour
Alignment
Horizontal alignment (left / centre / right), text wrap, merge cells
Number
Number format, decimal places, thousands grouping
Styles
Conditional Formatting - add rule-based colour highlights (see Section 5)
Borders
Border type (bottom, top, left, right, all, outside, thick outside, double bottom, thick bottom, and more), line style, and border colour
View
Freeze Panes - freeze at selected cell, top row, first column, or unfreeze
Sheet
Add or remove rows and columns, toggle gridlines, toggle row and column headers
5. Conditional Formatting
Conditional formatting lets you highlight cells automatically based on their value. Click the Conditional Format button in the Styles group of the toolbar to open the dialog.
Each rule has the following fields:
Field
Details
Range
The cell range the rule applies to (e.g. A1:D10)
Rule
The condition: Greater than, Less than, Equal to, Between, or Contains
Value
The threshold value to compare against
Second value
Only shown for the Between rule - the upper bound of the range
Fill colour
Background colour applied when the condition is met
Text colour
Font colour applied when the condition is met
You can add multiple rules to the same report. Rules are evaluated in order and the first matching rule for each cell wins.
6. Multiple Sheets
A Cell Report can contain multiple sheets - similar to tabs in a spreadsheet workbook. Use sheets to separate sections of a report, create summary and detail views, or organise different entities or periods.
Action
How to do it
Add a sheet
Click the + button next to the sheet tabs at the bottom of the editor
Switch sheets
Click the sheet tab name at the bottom
Rename a sheet
Right-click the sheet tab and select Rename
Delete a sheet
Right-click the sheet tab and select Delete
7. Fill Series
Fill Series lets you extend a pattern of static values by dragging. Select one or more cells that form a recognisable sequence, then drag the fill handle (the small square at the bottom-right of the selection) in any direction to continue the pattern.
Pattern type
Example
Numeric sequence
1, 2, 3 — drag to continue 4, 5, 6… Steps can be any consistent increment (e.g. 10, 20, 30 or 100, 75, 50)
Month names
Jan, Feb, Mar — drag to continue Apr, May, Jun… Supports short (Jan) and long (January) formats, and wraps correctly from Dec back to Jan
Fill Series works on Text or number cells only. Cells with bindings or formulas are copied as-is (with formula references offset) rather than extended as a series.
8. Copy and Paste
Copy and paste works differently depending on whether you are copying within the same Cell Report or from an external source.
Scenario
Behaviour
Within the Cell Report
Preserves cell types, bindings, and formatting. Formulas are translated so cell references shift correctly relative to the paste destination
From an external source
Pastes plain text values only - bindings and formatting from external sources are not carried over
9. Viewing and Exporting
Once saved, a Cell Report can be viewed in read-only mode by clicking the report name from the Custom Reports list. The viewer renders the report with all live data resolved, and shows sheet tabs at the bottom if the report has multiple sheets.
Action
How to do it
Edit
Click the edit icon in the viewer to return to the editor (requires manage permission)
Export to PDF
Use the PDF export option in the viewer toolbar
Export to Excel
Use the Excel export option in the viewer toolbar
