What this article covers
This is the canonical reference for the Reporting page in Finstack — how to switch between statements, the views and filters that are available, how to interact with data points, and how to export.
For statement-specific content (e.g., Profit & Loss analysis, Balance Sheet specifics, Cash Flow logic, KPI configuration), see the individual statement articles linked at the bottom.
How do I switch between financial statements?
Use the navigation top left of the Reporting page to switch between Profit & Loss, Balance Sheet, Cash Flow Statement, and KPIs. The selected statement determines which views and filters are available (see below).
What views are available?
Reporting offers up to five views per statement. Availability differs per statement.
Periodic
The default view. Displays Actuals organised as configured in Setup → Structure. Expand or collapse classes via the small arrow on the left. Unfold to General Ledger Account (GLA) level using the small icon. Total rows are highlighted in blue.
Available on: Profit & Loss, Balance Sheet, Cash Flow Statement, KPIs.
Entities
Displays the same Actuals, but grouped by entity (company) instead of by period. Intercompany Eliminations and Adjustments appear in separate columns on the right. You can drill down to the underlying numbers from this view.
Available on: Profit & Loss, Balance Sheet, Cash Flow Statement, KPIs.
Cost center groups
A view structured like Entities, but with cost center groups as columns. The table reserves a separate column for ungrouped transactions (have a cost center, but not in a group) and unassigned transactions (have no cost center at all).
Available on: Profit & Loss only.
Forecast
Displays a Forecast scenario to be compared month-on-month to Actuals. Select the scenario and timeframe via the calendar.
Available on: Profit & Loss, Balance Sheet, Cash Flow Statement. The Cash Flow forecast is derived automatically from the Profit & Loss and Balance Sheet forecasts (indirect method). Not available on KPIs.
Analysis
Compare a reference period of Actuals to two other periods or scenarios, and see the deltas. Configure via the Filter (top right):
Report by — month, quarter, or year.
Column 1: reference — the period of Actuals you compare from.
Column 2: Primary comparison and Column 3: Secondary comparison — either Actuals or scenarios.
Toggles to customise further.
Available on: Profit & Loss, Balance Sheet, Cash Flow Statement. Not available on KPIs.
What filters are available?
Reporting has both top-right dropdowns (entity, cost center) and a Filter button (top right) that opens a settings panel. Availability varies per statement.
Calendar (top right) — set a custom timeframe. Available on all statements.
Entity dropdown (top right) — include or exclude entities. The selection currently applies to all team members. Available on all statements.
Cost centers dropdown (top right) — include or exclude cost centers. A category "Unassigned" sits at the end of the dropdown for transactions without a cost center. Ensure all entities are turned on first — updating cost centers is not possible while filtering entities. Available on Profit & Loss only.
Report by (in Filter panel) — change the period granularity to Month, Quarter, or Year. Select the option, then Apply. Available on all statements.
Table formatting (in Filter panel) — choose between Default, Compact, or Wide to control how values are displayed. Use Compact or Wide if values are cut off in the default layout. Available on all statements.
IC eliminations toggle (top right) — turn intercompany eliminations on or off in the displayed numbers. Available on all statements. In the Entities view, eliminations appear in a separate column regardless of the toggle.
Adjustments toggle — include or exclude Adjustments. Available on Profit & Loss, Balance Sheet, Cash Flow Statement. Not available on KPIs.
Forecast scenario selector — choose which forecast scenario is shown in the Forecast view. Available on Profit & Loss, Balance Sheet. The Cash Flow forecast is derived automatically and follows the selection on the Profit & Loss and Balance Sheet.
Where do I configure default reporting settings?
Go to Setup → Admin → General. Default Reporting settings configured here apply to your full team. See General.
How do I interact with a data point?
Click any value in the table to open the side panel on the right. From there you can add a description, start a discussion, or drill down.
Add a description
Type a Note in the field below the blue bar. The note persists automatically (no Save needed) and is visible to everyone via a hover tooltip on the data point. Descriptions sit on the data point level and are also available through Dashboards.
Start a discussion
Use the field at the bottom right of the side panel. Mention team members with @. Press Save to store the message. Discussions sit on the data point level and are also available through Dashboards.
Drill down to GLAs
With a data point selected, press the blue area in the side panel with the magnifying glass icon. This breaks the value down to the granularity of Setup → Mapping — individual General Ledger Accounts (GLAs). Use the calendar top right to adjust the timeframe.
Drill down to booking entries
After the drill-down to GLAs, click a value in one of the GLA cells to go one level deeper — to individual booking entries. Click an entry on the left to open its details on the right, including attachments (e.g., invoices) when available. Use the search bar to find specific entries, and the calendar top right to adjust the timeframe.
How do I see end-year entries separately?
Use the End-Year Export to separate end-year entries (period 13) from regular December transactions in the Profit & Loss.
Navigate to Finance → Reporting → Profit & Loss.
Ensure you are viewing the last 12 months.
Open the export dropdown (top right) and select Including GLAs, end-year.
Click Export. The downloaded file includes an EOY column between December and January, separating end-year adjustments from regular December figures.
The EOY column is only visible in exported reports, not within the Reporting page itself. For more on exporting, see Exports.
FAQ
Why is my report empty?
Reporting offers many filters that, in combination, can lead to an empty view. Check the following:
Open the Filter (top right) and review which settings are active.
For Actuals: confirm Last closed month in Setup → Admin → General. Actuals beyond that period are not shown.
For Forecast: confirm the correct scenario is selected via the calendar.
For Forecast in a Per-entity scenario: confirm the scenario is tied to the right entities — when multiple entities are selected, Finstack retrieves the matching scenarios. See Forecast.
The numbers I'm seeing seem incorrect — what should I check?
If something looks off, verify before reaching out:
Is an import job currently running? Check the status indicator in the left menu or in Setup → Sources.
Are any filters active that exclude data — calendar, forecast scenario, entity filter, cost center filter?
What configuration is applied — Adjustments toggle, IC eliminations toggle?
If you still believe the numbers are incorrect, use the chat interface within Finstack to reach our team.
Why are the values cut off in the table?
Open the Filter (top right) and change Table formatting. Choose between Default, Compact, or Wide to give values more room.
How do I compare quarters or years instead of months?
Open the Filter (top right), set Report by to Quarter or Year, then click Apply.
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