What this article covers: How to build, format, and view Cell Reports in BrizoConsol — including setting a category and availability scope — using a spreadsheet-style 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 → Custom Reports from the left navigation. Cell Reports appear in the same list as other custom reports, with columns for name, category, and availability. Click Add a new report and choose Cell-based report to open the editor, or click an existing Cell Report name to view it. Cell-based reports need the Free, Pro or Premium edition.
2. Editor Layout
The Cell Report editor has several distinct areas:
Area
What it does
Report name & settings
At the top — click to rename the report, and set its Category and Available to fields (see Section 2a)
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)
2a. Category and Availability
Two settings in the top bar of the Cell Report editor control how the report is organised and who can access it:
Field
What it controls
Category
A label that groups the report in your custom reports library. Type any label or pick from the standard suggestions in the dropdown: Financial Statement, Performance, Profitability, Liquidity, Activity, or Leverage. A custom category you type is kept at the top of the suggestions list and saved with the report.
Available to
Controls which organisations can access the report. This organisation restricts it to the currently selected entity. This subscription makes it available across all organisations in the subscription. You can change this at any time from the top bar.
Both fields appear as columns in the Custom Reports library.
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
Operational data
Bound to an operational data dataset - returns an aggregated value from imported data filtered by period, dimensions, and optionally account (see Section 3c)
Selection list
A drop-down cell listing Entities, Currencies, Periods or Fiscal years. Point other cells' binding fields at it, and changing the selection in the viewer updates them
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
Accounts by type, System account type, Account type total, Financial statement total, Accounting standard tag, KPI, NCI calculation, CTA report, JV / Associate report, or Exchange rate. Cells bound earlier to Profit & Loss, Balance Sheet or Trial Balance keep working and show those sources as "existing binding"
Entity
Which organisation the data is pulled from — defaults to Current entity
Period
Reporting month (the report's own month), Link to a cell, or Fixed month
Presentation currency
The currency to return the value in (not shown for KPI, the NCI, CTA and JV reports, or Exchange rate)
Source fields
The account type, total, tag or KPI to read, the Version (Actual, Forecast or Budget) and the Value (for example monthly movement or closing balance), depending on the data source
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
Data source
Currency translation adjustment, Non-controlling interest, Intercompany eliminations, or Consolidation journals
Period
Reporting month, Link to a cell, or Fixed month
Scenario
The scenario (e.g. Actual, Budget) to pull from
Basis
Year-to-date (YTD) or month-to-date (MTD) - available for CTA
Value
Total amount or Number of entries
3c. Operational Data Binding
When a cell type is set to Operational data, the Cell Inspector shows binding fields to pull an aggregated value from one of your operational data datasets:
Field
Options
Dataset
Select from your available operational data datasets
Month
The period to retrieve data for - defaults to the report's reporting month, or choose a specific month
Dimension filters
Up to three dimension filters, each labelled according to the dataset definition - defaults to All (no filter applied). Select a specific dimension value to narrow the aggregated result to that segment only
Account
Shown only when the dataset has an account link - defaults to All accounts, or select a specific account to filter the result
💡 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 dataset, period, or dimension selection for many others - making your report dynamic and parameterised.
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
Sheet options: number of rows (50–500) and columns (20–100), gridlines, headers, unhide all rows or columns, and Rows grow with the chart of accounts…
5. Conditional Formatting
Conditional formatting lets you highlight cells automatically based on their value. Click the Conditional formatting 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, Text contains, Largest absolute differences, or Largest deteriorations
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 applied in order; where several match the same cell, a later rule's colours override an earlier one's.
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
Type the new name in the sheet name box beside the tabs
Delete a sheet
Right-click the sheet tab and select Delete Sheet
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
