Select the financial statement you are looking for by the navigation top left.

The first view of the P&L will display all Actuals, organised as configured in Structure. Expand or collapse classes by the small arrow on the left hand side. It is also possible to unfold to GLA level from this view by using the small icon on the left. Total rows are displayed in blue. Use the calendar to set a custom timeframe. Use the Filter top right to narrow down results or change the granularity between Month, Quarter, Year.

The second view of the P&L will display the same Actuals, now grouped by Entity (company) instead of per period. Intercompany Eliminations and Adjustments will be visible in columns on the righthand side. It is possible to drill-down to the underlying numbers as in the other tabs. Use the Filter top right to narrow down the results.

The third view of the P&L will display a Forecast scenario. First select the timeframe and forecast scenario you want to see by using the calendar. Use the Filter top right to narrow down results or change the granularity between Month, Quarter, Year.

The forth tab of the P&L will display Analysis. Here you can compare a certain period of actuals to two other periods and see the deltas.
​
This overview is configured by the Filter top right. First, select the period granularity in "Report by": either month, quarter or year. Next, select the period of actuals in "Column 1: reference" and select a "Column 2: Primary comparison" and a "Column 3: Secondary comparison". These comparison columns can either be actuals or scenarios. Using the toggles you can further customise this view.

With Finstack’s End-Year Export feature, you can generate a Profit & Loss (P&L) report that separates end-year entries (period 13) from regular December transactions, making reviews and verifications easier than ever.

Here’s how to use it:

Step 1: Navigate to Reporting

Note: The EOY (End of Year) column is only visible in exported reports, not within the tool itself.

Step 2: Export Your P&L Statement with End-Year Entries

Step 3: Review the Exported Report

Pro Tips:

For multiple structures, we’ll update Structure

Select the financial statement you are looking for by the navigation top left. Please see the description of Actuals of the P&L above here, as all interaction is the same.

Select the financial statement you are looking for by the navigation top left. Please see the description of Actuals of the P&L above here, as all interaction is the same.

Next to the financial statements, select the KPIs tab to see operational metrics.

Use the drop-down top right to include or exclude certain Entities to your reports. This selection will apply to all team members at the moment.

For the P&L, use the drop-down top right to include or exclude certain Cost centers to your reports. This selection will apply to all team members at the moment. Make sure to have all Entities turned on beforehand, as updating this selection will not be possible when selecting cost centers. Find a category “Unassigned” at the end of the dropdown of all transactions that do not have a cost center assigned.

Select a value in the table to open the side panel on your right hand side to set a Description in the field below the blue bar. This field will persist (you don’t have to save) and will be available to everyone to describe what happened in this data point. The description will be available in the table when you hover over the data point. These descriptions are on the data point level, and therefore also available through Dashboards.

Select a value in the table to open the side panel on your right hand side to start a Discussion using **the field bottom right. Start typing your message and mention team members using the “@” sign. Press save to store your message. These discussions are on the data point level, and therefore also available through Dashboards.

After selecting a field in the table, press the blue area in the side panel on your right hand side, with the magnifying glass. This will explore the value of the datapoint on the granularity of the Mapping and break down to individual GLAs. Use the calendar top right to update the timeframe to your liking.

After the first drill-down to GLAs, it is possible to go a level deeper by selecting one of the cells displaying the value of the GLA in a certain period. Press the value, and you will drill-down to the granularity of the GLA and see individual booking entries. Press an entry on your left hand side, to open a side panel on the right hand side with more details. In this side panel, it is also possible to download attachments (eg. invoices), when available. Use the search bar to find individual entries. Use the calendar top right to update the timeframe to your liking.

It is possible to download your current view in Tables to an Excel file. Find the download icon top right. Select the option either Including GLs or Excluding GLs. In the Excel file rows of subclasses can be hidden. Use unhide to expose these. Downloading to Excel can take a moment.

Finstack’s Excel export feature aligns with the platform’s look and feel, making financial reporting clearer and more structured. The updated export includes:

3.1 Export Including GLAs

3.2 Export Excluding GLAs

1. Can I export multiple reports at once?

Currently, you export each report individually (e.g., Profit & Loss, Balance Sheet, Cash Flow). If you need multiple reports, just repeat the export process for each report.

2. How can I see more granularity for certain GLAs?

Use the “Including GLAs” export mode, and then in Excel, click the + icons next to each group to expand to GLA-level detail.

3. Why do some rows appear hidden?

Finstack automatically groups GLAs under headings. You can expand or collapse them in Excel. Unhide rows in Excel if you want to see everything at once.

4. Is the cover page customizable?

Not at the moment. The cover page is generated automatically to include key details such as the selected entities, date range, and scenario.

5. Can I change the fonts and colors?

Yes, once downloaded, you can freely modify any formatting in Excel. However, Finstack’s default styling is designed for clarity and consistency.

That’s it! You’re now ready to make the most of the new Excel export format. If you have any questions or run into any issues, feel free to reach out to our support team.