What this article covers: How to customise the Profit & Loss report 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 Profit & Loss is a system report — generated automatically from your mapped accounts and available the moment your data is connected. You can leave it exactly as it is, or customise it in three ways:
Option
When to use it
Override the system P&L
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 P&L.
Convert to Cell-based
Link a Cell Report to the system P&L 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 P&L
The quickest way to customise the P&L is to edit it directly. Open Reports → Profit & Loss 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 P&L.
💡 Tip: Overriding the system P&L is the fastest option when you only need to add a few calculated rows or rearrange sections — you do not need to rebuild the entire report from scratch.
2. Row Types
Whether you are overriding the system P&L 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 account balance for each period column.
Formula
A calculated value — references other rows, sections, KPIs, or fixed numbers. Use for subtotals, ratios, and margins.
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, revenue broken down by product or by customer.
3. Row Examples
Adding a Gross Profit line
Add a Formula row after your Revenue and Cost of Sales rows:
Field
Value
Row type
Formula
Label
Gross Profit
Formula
Revenue − Cost of Sales (reference the row labels of the two rows above)
BrizoConsol calculates the result for every period column automatically.
Adding a Gross Margin % line
Add another Formula row immediately after Gross Profit:
Field
Value
Row type
Formula
Label
Gross Margin %
Formula
Gross Profit ÷ Revenue
Percentage
Toggle on — the result displays as a percentage
Adding a KPI row
Add a KPI row anywhere in the report. Select the metric from the picker — for example Net Profit Margin or EBITDA. The row pulls from BrizoConsol's built-in KPI engine and updates with every data sync. KPI rows sit alongside Section and Account rows in the same report.
Adding a Label row as a heading or spacer
Add a Label row between sections. Type your heading text — for example OPERATING EXPENSES — or leave it blank for a spacer line. No data appears in the period columns; it is layout only.
Showing a per-entity breakdown
Add a By Entity row to repeat a set of sub-rows for each entity in the group. Configure each sub-row to show a Section total, a KPI value, or a Formula result. BrizoConsol generates one row per entity automatically — for example, Gross Profit repeated across all subsidiaries inside the consolidated P&L.
💡 Tip: Combine Account rows with Formula rows to build calculated subtotals — add individual revenue accounts, then a Formula row for Total Revenue, followed by cost accounts and a Gross Profit formula row.
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 P&L, 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 P&L with side-by-side entities, a report with commentary columns, or a board pack table with custom formatting.
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 P&L so it opens as the default view.
5. Cell Types
Each cell in a Cell Report has a type, set in the Cell Inspector panel on the right side of the editor:
Cell type
What it holds
Empty
A blank cell with no content
Text or number
Fixed text or a number you type — does not change with data syncs
Formula
An Excel-style formula — for example =B2-B3 — calculated from other cells in the sheet
Financial data
Bound to live financial data — P&L, Balance Sheet, Trial Balance, KPIs, NCI, CTA, and more
Entity information
Bound to entity metadata — name, currency, and similar properties
Consolidation data
Bound to consolidation results — CTA, NCI, eliminations, or journals
Report information
Bound to report-level metadata
When a cell type is set to Financial data, the Cell Inspector shows a Data source dropdown. The available sources are:
Data source
What it binds to
Profit & loss
A section total or individual account from the P&L
Balance sheet
A section total or individual account from the Balance Sheet
Trial balance
A specific account from the trial balance — movement, balance, debit, or credit
Accounts by type
All accounts under a selected account type — movement or balance
System account type
A system-defined account type total from the report structure
Account type total
The total for a specific account type
Financial statement total
A calculated total from the financial statement — for example, Net Profit
KPI
A built-in or custom KPI value
NCI calculation
Non-controlling interest calculation lines, ownership assumptions, or report summary
CTA report
Currency translation adjustment report lines
JV / Associate report
Joint venture or associate report lines
Exchange rate
The average or closing exchange rate between two currencies for a given period
6. Cell Binding Examples
Bind a cell to a P&L section total
Click a cell, then in the Cell Inspector set the cell type to Financial data. Configure the binding:
Field
Value
Data source
Profit & loss
Detail
Section total
Section
Select from the list — e.g. Revenue, Cost of Sales, Operating Expenses
Entity
Leave blank for the current entity, or select a specific entity
The cell shows the live total for that P&L section and updates automatically with every data sync.
Bind a cell to a specific P&L account
Set Data source to Profit & loss and Detail to Account. Search for and select the account from your chart of accounts. The cell shows the individual account balance for the selected period.
Bind a cell to a financial statement total
To pull BrizoConsol's own calculated Net Profit figure into a single summary cell:
Field
Value
Data source
Financial statement total
Financial statement total
Select the total line — e.g. Net Profit
Version
Actual / Forecast / Budget
Value
Monthly movement or Closing balance
This pulls the same figure shown on the system P&L — useful for summary tiles and executive dashboards.
Write a formula across bound cells
Once Revenue is bound in cell B2 and Cost of Sales in B3, click B4 and type =B2-B3. BrizoConsol resolves the live values of both cells before calculating. You can reference cells bound to different entities or periods in the same formula.
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 using a cell reference — 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 account selection for many others — making your report dynamic.
7. Rows/Columns vs Cell-Based
Rows/Columns
Cell-based
Best for
Standard P&L with custom rows
Board packs, entity comparisons, custom layouts
Setup speed
Fast — add rows in minutes
Slower — built cell by cell
Formulas
Row-level
Full Excel-style
Layout control
Fixed rows and columns
Full freedom
Period
Set at report level
Configurable per cell
Pro plan required
No
Yes
