Creating a Custom Report
Learn how to create and customize financial reports in Digits—build P&Ls, balance sheets, and summaries with charts, filters, and simple layouts you can share with your team, investors, or lender.
Step 1: Start a New Report
From the left-hand menu, click Custom Reports.
Click New Report.
Choose your report type (Executive Summary, Profit & Loss, Balance Sheet, Cash Flow):
(You can select one, a few, or all.)
Set your report date range using the dropdown next to the month/year.
Click Run to generate your draft.
Step 2: Customize the Cover Page
Click into the report to edit the Cover Page:
Edit Title – Give your report a meaningful name
Prepared By – Tag your firm or team member
Custom Footer – Add firm info, notes, or a closing message
Show Account Numbers – Optional toggle
Add a Cover Image – Upload a visual to give the report a polished, branded look
When you're done, click Done in the top-right. To update later, use the Options icon.
Step 3: Executive Summary
Scroll past the cover page to the Executive Summary section.
Click Add to insert visual tiles like Cash Flow, Total Cash, Net Burn, or Revenue breakdowns
Use the Paint Roller icon to create custom graphs
Click the Options icon to update page details, including:
Page title
Time periods for metrics like Total Cash, Expense Analysis, Net Burn, and Runway
Step 4: Customize Financial Report Pages
Digits auto-generates a page for each selected report: P&L, Balance Sheet, and Cash Flow.
Each page includes:
Collapse/expand toggles
Add Graphs and Charts
Download button
Options to edit page title, time periods, or formatting
Bonus Controls
P&L Extras: Show % of income or total per line item, add YTD totals, filter by department
Balance Sheet / Cash Flow: Enable trendlines, adjust formats, compare periods
All Reports: Add charts, KPIs, text blocks, or list items for commentary
Step 6: Save, Share, or Publish
Once you’re happy with the layout:
Click Publish Draft to save your work
From the draft view, you can:
Continue editing
Share a link
Export a version for review
When it’s final:
Click Publish Final
From here, you can share, print, or click New Version to start a fresh draft without losing history
Next step Saving & Sharing Custom Reports →
Frequently Asked Questions
How do I duplicate or delete a report?
To create a copy of an existing report for a different time period:
In Custom Reports, locate the report you want to copy.
Click the menu in the top-right corner of the report tile.
Select Duplicate Report.
You can then select a new time period for the duplicate.
To delete a report, follow the same steps and choose Delete instead.
How do I share a report with someone?
See: Saving & Sharing Custom Reportsfor full instructions on sharing, permissions, and publishing.
Do saved reports update automatically when data changes?
Yes—as long as the report is saved as a draft, the data will stay in sync. Once you publish a final version, the data freezes.
Need help? Contact us at [email protected]