Using Statements in Reach Reporting

Using Financial Statements in Reach Reporting

Financial statements are the foundation of your financial reporting in Reach Reporting. You can include Profit & Loss, Balance Sheet, Cash Flow, and AR/AP Aging statements in both reports and dashboards, with full customization capabilities to meet your specific needs.

Adding Statements to Reports

Select statements within the left menu in the report builder. To open the left menu, click on the icon for statements.

If you have any statements included in the report, they will be displayed here. Statements act differently than metrics because statements can format to multiple pages when there are many accounts. A statement will always format itself based on its length.

To include a statement, select add statement, and then select which statement you want to include. Select the name and then select add next to it.

You will notice an alert that shows the statement has been added. The newly added statement will default to the last page of the report. You can use the arrows above the statement page to move it up or down in the report:

Adding Statements to Dashboards

To add a statement to a dashboard, click "Add Metric" and then choose "Statements" from the options. You can select from:

Profit & Loss Statement
Balance Sheet
Cash Flow Statement
AR/AP Aging Statements

Once added, you can resize and customize the statement just like any other metric on your dashboard.

Editing and Customizing Statements

To edit a statement, select the edit icon above the first page of the statement. This will take you to the statement editor.

You will notice it is almost identical to the metric builder. The statement will default to being locked, which means that if your bookkeeping file is updated and accounts are added, deleted, or merged, then the statement will automatically update with those changes.

Understanding Statement Builder Features

Below are the key features available within the statement builder:

Build and Customize Locked Statements

Collapse/expand certain sections
Add Custom or Date Range Columns
Filter by Class/Dept or Company on Columns and Rows
Easily change column types
Show/Hide Columns and Rows using the eye icon
Sort ascending or descending
Format cells
Perform Calculations
Add Smart Formula Columns

Additional Settings Options

Additional setting options will include:

Set up multiple titles
Table Settings - hide zero accounts, striped rows, lines between columns
Page breaks
Disclaimers
Company logo integration

Statements in the report builder that go onto multiple pages will have the titles, headers, and disclaimer repeated on each page.

Sometimes a client may need some customization that requires additional account mapping. Check out our Unlocked Statements Knowledge Center article for more on how you can customize your statements further.

Statement Management Options

On top of the statement, there is a toolbar where you can:

Edit the statement
Add this statement to your templates
Change the page size from portrait to landscape (content will automatically format)
Change the statement location by selecting the move icons
Duplicate the statement
Delete the statement

Remember that statements do not work the same way as other pages, so all editing is done by selecting the edit icon at the top of the first page of the statement. You can't add any additional content to this page because of the unique structure of statements.

Statement Templates

You can save individual financial statements for use in other reports by saving them as templates:

Save the statement as a template using the icon next to the edit button

2. When you want to add this template to another report, open up the report

3. Select "statement" on the left side and click “Add/Manage”

4. You should see the saved template there, which you can then add to the report

Note: If adding a statement template to a dashboard, open the dashboard and select “Add Metric” > Templates > My Templates > select statement and Add Metric:

Key Differences Between Statements and Metrics

Statements are the full picture of your financials (P&L, Balance Sheet, Cash Flow, AR/AP Aging) and look exactly like your bookkeeping
Statements can span multiple pages automatically
Statements have unique formatting that repeats headers and titles across pages
Statements will automatically update with bookkeeping changes when locked
Statements cannot have other content added to their pages due to their dynamic structure

Let us know if you have any further questions about using financial statements in Reach Reporting.

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