What this article covers: How to create custom reports in BrizoConsol — choosing a report type (Row/column, Cell-based, or BrizoBuilder), categorising and scoping your reports, selecting a reporting period, building report rows, and managing your custom report library.
Custom reports let you build financial views beyond the standard P&L, Balance Sheet, and Cash Flow. You control the layout, the rows, and the period — combining accounts, calculated formulas, and KPIs in a single report tailored to your needs.
1. Accessing Custom Reports
Go to Reports from the left navigation, then select the Custom tab. Custom reports are listed here with columns for name, category, and availability. Click a report name to open it, or click New Report to create one. A dialog asks for a report title and report type before the editor opens.
2. Creating a New Report
1
Click New ReportEnter a descriptive Report Title — for example, "Q1 KPI Analysis" or "12-Month Profit Trend".
2
Choose a report typeSelect the type of report to create — see Section 2a below for a description of each option. Your choice determines which editor opens.
3
Select the Reporting PeriodFor Row/column reports — choose the period structure. See Section 3 for all available options. Cell-based and BrizoBuilder reports open directly into the Cell Report editor.
4
Add rows to structure the reportFor Row/column reports — build the report row by row using Labels, Accounts, Formulas, Sections, and KPIs. See Section 4 for a full description of each row type.
5
Save the reportThe report is saved to your Custom Reports list and can be opened, edited, or shared at any time.
2a. Report Types
Row/column report
Recommended
The standard custom report format. Build the report row by row using Labels, Accounts, Formulas, Sections, and KPIs. Optimised for performance with large structured financial reports. Suitable for most use cases.
Cell-based report
Plan required
A spreadsheet-style editor where every cell can hold static text, a formula, or a live data binding. More flexible layout and formatting than the row/column format — ideal for highly customised presentations or reports that need a specific visual structure. See
Cell Report for full details.
BrizoBuilder
Plan required
Describe the report you need in plain language and BrizoBuilder creates an editable cell-based draft for you. The output is a fully editable Cell Report — add bindings, adjust layout, and save it as your own. Requires the cell-based report feature on your plan.
3. Reporting Period Options
The period you select determines the column structure of the report. You can change the period on any custom report at any time using the Period Selector at the top of the page.
Period
Columns generated
Fiscal Year
One column per month across the full fiscal year
Fiscal Year with Full Year
Monthly columns plus a full-year total column
Last 3 / 6 / 9 / 12 Months
One column per month for the selected rolling window
By Month / By Quarter
Single month column, or a quarter with monthly breakdown
Actual vs Last Year / Forecast / Budget
Comparison columns with variance $ and % generated automatically
Custom
Manually defined start and end period
See Comparing Periods & Actuals vs Forecast for the full list of all 16 period options.
4. Report Row Types
Custom reports are built row by row. Each row you add can be one of the following types:
Row type
What it does
Label
A text-only row — use for section headings, spacers, or grouping titles with no data
Account
A specific account from your chart of accounts — pulls actual values for each period column
Formula
A calculated row referencing other rows — for example, Gross Margin = Revenue − Cost of Sales, or any ratio or subtotal you need
Section
Groups a set of rows into an expandable/collapsible block — useful for keeping long reports clean and scannable
KPI
A BrizoConsol KPI row — include any built-in or custom KPI alongside financial rows in the same report
💡 Tip: Combining Account rows with Formula rows lets you build calculated subtotals — for example, add individual revenue accounts then a Formula row for Total Revenue, followed by cost accounts and a Gross Profit formula row.
4a. Row Indentation
Each row in the report editor has an Indent level control (0–4) in the row settings panel. Level 0 is the outermost position — the same level system statement rows such as section headings and totals occupy. Level 4 is the deepest. New account and KPI rows default to level 1; Label, Formula, and Section rows default to level 0.
The renderer adds one base level of padding to every row, so no row ever sits flush against the cell edge regardless of the indent chosen. Entity sub-rows within an account row each carry their own independent indent setting.
5. Report Category and Availability
Two additional controls appear in the report editor toolbar alongside the report name and period selector:
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 report editor toolbar.
Both fields appear as columns in the Custom Reports library, making it easy to sort and filter your report collection.
6. Managing Custom Reports
Action
How to do it
Edit
Open the report and click the edit icon to modify rows, period, or title
Duplicate
Open the Duplicate a report dialog — search and pick any report from a grouped list (Standard reports, Row/column reports, Cell-based reports), name the copy (defaults to “Copy of [source]”), optionally switch the format between row/column and cell-based, and set the availability scope. You can change the scope later from the report editor toolbar.
Delete
Remove the report permanently — underlying data is not affected
Pin / Star
Click the star icon to pin the report to your left navigation for quick access
Custom reports support the same drill-down, filtering, and export capabilities as standard reports.
7. Common Use Cases
Report
How to build it
12-month profitability trend
Use Last 12 Months period with revenue, COGS, and Gross Profit formula rows
Rolling cash flow report
Use Last 6 Months with cash movement account rows and a net movement formula
KPI + financials board report
Mix KPI rows with Account and Formula rows, use Actual vs Last Year for context
Debt tracking report
Use liability account rows, formula rows for debt ratios, and Section rows to group by lender
