What this article covers: How to navigate to reports, select an organisation and reporting period, filter data, compare periods, and export — covering everything you need to get the most out of BrizoConsol's reporting.

1. Accessing Reports

Select Reports from the left navigation. By default, three primary reports are pinned for quick access:

Report What it shows
Profit & Loss Revenue, expenses, and profit for the selected period and entity or group
Balance Sheet Assets, liabilities, and equity as at the reporting date
Cash Flow Cash movements across operating, investing, and financing activities

Click All Reports to browse the full library — including built-in performance, comparison, and management reports. Use the search bar to find a specific report quickly. See Built-in Reports in BrizoConsol for a full list.

★ Tip: Click the star icon on any report to pin it to your left navigation — pinned reports appear on every login for quick access. Use this for reports you open every month.

2. Switching Organisation or Group

Use the organisation selector in the top-left corner to choose which entity or group the report should display:

Selection What the report shows
Individual entity Results for that entity only, in its own base currency
Consolidated group Consolidated results across all entities in the group, in the group reporting currency

3. Selecting the Reporting Period

Use the Period Selector at the top of any report to change how the data is presented. Options range from a single month through to full fiscal year views, rolling 12-month trends, and built-in comparison views that automatically generate variance columns:

Period Type Examples
Single period By Month, By Quarter, By Year
Fiscal year Fiscal Year, Fiscal Year with Full Year, Budget Year
Rolling periods Last 3, 6, 9, or 12 Months; Last 4 Quarters; Last 3 Years
Comparison views Actual vs Last Year, Actual vs Forecast, Actual vs Budget — variance columns generated automatically
Custom Manually defined start and end period

For a full reference of all period options, see Comparing Periods & Actuals vs Forecast.

4. Filtering Data

Many reports support filtering to narrow the data shown. Click the filter icon to expand available filter options — you can apply multiple filters simultaneously.

Filter type What it filters
Sections Limit the report to specific sections of your chart of accounts
Accounts Show only selected accounts within a section
KPIs Show only selected KPI rows on KPI-based reports
💡 Tip: Applied filters and the selected period are both included when you export a report — what you see on screen is exactly what is exported.

5. Exporting Reports

Click the Export button at the top of any report to download it. Three formats are available:

Format Best used for
Excel (.xlsx) Further analysis, pivot tables, or sharing editable data with colleagues
PDF Board packs, investor reports, and any distribution where formatting must be preserved
CSV Raw data export for use in other systems or tools
💡 Tip: For recurring report delivery — for example, sending a monthly P&L to your board automatically — use the Schedule feature instead of manually exporting each month. See Scheduling Dashboards, Reports & Insight Packages.