Customizing Reports

Custom reports in BrizoSystem allow you to build tailored financial views beyond the standard P&L, Balance Sheet, and Cash Flow reports. With Custom Reports, you can design layouts, select periods, and include KPIs to match your reporting needs.

1. Accessing Custom Reports

• From the left side navigation, click Reports

• Select the Custom tab

• Here, you’ll see any previously created custom reports

2. Creating a New Report

1. Click New Report

2. Enter a Report Title (e.g., “Q1 KPI Analysis” or “12-Month Profit Trend”)

3. Define the Reporting Period (see options below)

4. Add Rows to structure the report (see below)

5. Save the report — it will appear under the Custom Reports list

3. Reporting Period Options

You can configure a wide range of timeframes:

• Fiscal Year (12 months) – shows the year broken into 12 months

• Fiscal Year with Full Year – 12 months plus a yearly total column

• Rolling Periods – Last 3, 6, 9, or 12 months

• By Month – each month shown as a column

• By Quarter – quarterly breakdowns

• Custom Date Range – define your own start and end periods

• etc

4. Report Row Types

When building a custom report, you can add rows of different types:

• Label – add a text row for grouping or section titles

• Account – include a specific chart of accounts item

• Formula – create calculated rows (e.g., Gross Margin = Revenue – COGS)

• Section – organize rows into expandable/collapsible groups

• KPI – include key performance indicators tracked in BrizoSystem

5. Managing Custom Reports

• Once created, reports will be listed under Reports → Custom

• You can edit, duplicate, or delete reports anytime

• Custom reports follow the same layout and drill-down capabilities as standard reports

6. Common Use Cases

• Create a 12-month profitability trend for management review

• Build a rolling 6-month cash flow report for liquidity monitoring

• Design a KPI + financial hybrid report for board reporting

• Customize a debt tracking report with formulas and sections