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Cell Reports · Track 2 · Tutorial 5 of 6

Check a Cell Report after month-end and chart changes

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A Cell Report reads the ledger as it is today, so month-end, a new account or a changed mapping can change what it shows. Most problems announce themselves; a few hide as a zero or an old heading. A short routine after each change catches both.

You will needA Cell Report in use, such as the monthly summary, and a month just closed or a change to the chart of accounts.
By the endThe monthly summary checked for Nov-2026: no broken figures, no unexplained zeros, headings on the right month, and the key figures tied to the statements.

1Find the broken figures

  1. Open the report in View, on every sheet.
  2. Look for figures in red showing #VALUE!. Hover over one to read why it couldn’t be worked out.
The monthly summary after month-end: B5 shows #VALUE! in red with a tooltip saying the source report no longer prints a row called GROSS PROFIT, Other income shows 0 where a figure is expected; beside it a checklist of what to look at after month-end and chart changes
A broken figure and its reason (1), a zero to question (2), and the routine (3).
The reason saysWhat to do
The source report no longer prints a row called …The cell was built from a report whose row was renamed or removed. Bind it to that row’s section, total or tag instead.
The source report has no … column for …The source report doesn’t cover that month. Check the month cell.
The report this cell was compiled from no longer exists.Rebind the cell to a section, total or tag.
The month this cell asks for is not a month: …The cell its month is linked to holds something else. Fix that cell, or the link.
The selected entity is not available.The entity cell names an entity that was renamed or removed. Choose it again.
Invalid binding cell reference.A Cell reference points at a deleted cell. Point it at the right cell.

A formula that reads a broken figure shows #VALUE! too; fix the figure and the formula follows.

2Question the zeros

A figure that finds nothing to read shows 0, not an error. A zero is right when the line had no activity, and wrong when the figure no longer reads what it should: a single account that was replaced or remapped, an account type that was renamed, or a tag taken off the accounts.

  1. For each 0 you didn’t expect, click the cell in the editor and read its binding.
  2. Compare it with the same line on the statements for the same entity and month.
  3. If the statements show a figure, rebind the cell. See Bind to types, totals and tags, not single accounts.

3Check the months

  1. Check the month headings name the month just closed: Nov-2026 under Actual, Oct-2026 under the prior month.
  2. If a selection list sets the month, change its Selected value to Nov-2026 and save. If an Entity information cell sets it, check the reporting month has moved on.
  3. Look for any figure still on Fixed month. Link it to the month cell.

A heading that names the month is the quickest check, because it is the same cell the figures read. See Drive every period from one reporting-month cell.

4Tie the key figures to the statements

  1. Open Reports → Profit & Loss and Balance Sheet for the same entity, month and currency as the report.
  2. Compare three or four figures that carry the report: revenue, net profit, bank.

Check

Revenue, Net profit and Bank in the monthly summary for Nov-2026 match the statements exactly. Do the same for Company B if readers choose entities.

5After a change to the chart of accounts

  1. For a new account in a company, check it is mapped to the Common Chart of Accounts. A company’s account counts in the group’s figures only once it is mapped. See Account Mapping.
  2. Check the new account carries the account type or tag the report reads. A figure bound to a type or tag picks it up; a figure bound to one account doesn’t.
  3. Run steps 1 to 4 again.

6If something goes wrong

What you seeWhat to do
A company’s figure is right, but the group’s is shortOne company’s accounts aren’t mapped. Map them on Account Mapping.
The figures match the statements for last monthThe month cell hasn’t moved. Check step 3.
The report matches the statements but a dashboard card doesn’tThe card shows the report as saved. Save the report after changing its Selected values.
Everything shows #VALUE!The month or entity cell everything reads is broken. Fix that cell first.

Want more detail? See the documentation

Cell Report - Spreadsheet-Style Custom Reports Account Mapping
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