Customise Balance Sheet | BrizoConsol Documentation

What this article covers: How to customise the Balance Sheet in BrizoConsol — overriding the system report directly, building a custom rows/columns layout, and converting to a cell-based report. Includes examples of common row types and cell bindings.

The default Balance Sheet is a system report — generated automatically from your mapped accounts and available the moment your data is connected. It shows closing balances by default (not movements). You can leave it exactly as it is, or customise it in three ways:

Option When to use it

Override the system Balance Sheet Edit the rows of the existing report in place — your changes replace what the system shows for your organisation. A Restore Default option brings the original back any time.

Create a custom report Build a new rows/columns report under Reports → Custom — give it a name, build it row by row, and pin it to your navigation alongside the standard Balance Sheet.

Convert to Cell-based Link a Cell Report to the system Balance Sheet so it opens in place of the default — full spreadsheet-style control over layout, formulas, and multi-entity views. Requires Pro plan.

1. Overriding the System Balance Sheet

Open Reports → Balance Sheet and click the Customise button in the top-right corner. The report editor opens with the current rows pre-loaded — add, remove, or reorder rows, then save. The saved layout replaces the system default for your organisation.

To go back to the original at any time, click Restore Default in the editor. This removes your override and restores the system-generated Balance Sheet.

💡 Tip: The Balance Sheet shows closing balances by default — not period movements. When you add Formula rows, they calculate against the closing balance values for each period column.

2. Row Types

Whether you are overriding the system Balance Sheet or building a custom report, you construct the layout row by row. Seven row types are available:

Row type What it does

Label A heading, subheading, or spacer — text only, no data in period columns. Use for visual structure.

Section A group from your chart of accounts — renders with all its sub-account rows and a section total.

Account A single ledger account — one row showing the closing balance for each period column.

Formula A calculated value — references other rows, sections, KPIs, or fixed numbers. Use for subtotals and ratios.

By Entity A group of sub-rows repeated for each entity in the group — useful for entity-level comparison inside one report.

KPI A built-in or custom KPI row — sits alongside financial rows in the same report and updates with every data sync.

Additional Data A pre-configured data group — for example, debtors or creditors broken down by entity or category.

3. Row Examples

Adding a Net Assets line

Add a Formula row after your Total Assets and Total Liabilities rows:

Field Value

Row type Formula

Label Net Assets

Formula Total Assets − Total Liabilities (reference the row labels of the two rows above)

BrizoConsol calculates the result for every period column automatically using closing balance values.

Adding a Debt to Equity ratio

Add a Formula row after your liabilities and equity rows:

Field Value

Row type Formula

Label Debt to Equity

Formula Total Liabilities ÷ Total Equity

Adding a KPI row

Add a KPI row anywhere in the report. Select the metric from the picker — for example Current Ratio or Quick Ratio. The row pulls from BrizoConsol's built-in KPI engine and updates with every data sync.

Adding a Label row as a heading or spacer

Add a Label row between sections. Type your heading text — for example NON-CURRENT ASSETS — or leave it blank for a spacer line. No data appears in the period columns; it is layout only.

💡 Tip: If your organisation consolidates entities with foreign currencies, BrizoConsol applies Currency Translation Adjustments (CTA) to the Balance Sheet automatically. Make sure CTA is configured under Global Settings → Consolidation before customising the report.

4. Converting to a Cell-Based Report

A Cell-based report gives you a blank spreadsheet canvas inside BrizoConsol. Every cell can hold static text, an Excel-style formula, or a live binding to financial data. When linked to the system Balance Sheet, it opens in place of the default report for your organisation.

Use a Cell Report when you need a layout the rows/columns format cannot achieve — for example, a management balance sheet with side-by-side entities, or a board pack format with custom groupings.

Cell-based reports require the Pro plan

Cell Reports are available on the Pro plan. To check your plan, go to Global Settings → Subscription. See Plans & Pricing for a full comparison.

To create one, go to Reports → Custom → New Report and choose Cell-based. Alternatively, choose BrizoBuilder to describe the report in plain language and get an editable cell-based draft. Once saved, you can link the Cell Report to the system Balance Sheet so it opens as the default view.

5. Cell Binding Examples

Bind a cell to a Balance Sheet section total

Click a cell, then in the Cell Inspector set the cell type to Financial data. Configure the binding:

Field Value

Data source Balance sheet

Detail Section total

Section Select from the list — e.g. Current Assets, Non-Current Liabilities, Equity

Entity Leave blank for the current entity, or select a specific entity

The cell shows the live closing balance for that section and updates automatically with every data sync.

Bind a cell to a specific Balance Sheet account

Set Data source to Balance sheet and Detail to Account. Search for and select the account from your chart of accounts. The cell shows the individual account closing balance for the selected period.

Bind a cell to a financial statement total

To pull BrizoConsol's own calculated Total Assets or Total Equity figure into a single cell, set Data source to Financial statement total and select the relevant total line. This is useful for summary tiles and board pack dashboards.

Side-by-side entity comparison

To compare two entities in the same report, bind each row in column B to Entity A and the same rows in column C to Entity B. Add a formula column D with =B-C for the variance. Link the Entity field to a header cell — change one cell and the whole column switches entity automatically.

💡 Tip: Any binding field can be linked to another cell using the cell reference icon next to the field. This lets one cell drive the entity, period, or section selection for many others — making your report dynamic.