Viewing Reports

Modified on Wed, 4 Mar at 5:01 PM

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 BrizoSystem'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 BrizoSystem 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.

Built-in Reports in BrizoSystem Customizing Reports Comparing Periods & Actuals vs Forecast Report Settings Scheduling Dashboards, Reports & Insight Packages Viewing Dashboards Viewing Pulse Metrics