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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.

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Step 1: Start a New Report

  1. From the left-hand menu, click Custom Reports.

  2. Click New Report.

  3. Choose your report type (Executive Summary, Profit & Loss, Balance Sheet, Cash Flow):

(You can select one, a few, or all.)

  1. Set your report date range using the dropdown next to the month/year.

  1. Click Run to generate your draft.

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Step 2: Customize the Cover Page

  1. 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

  1. When you're done, click Done in the top-right. To update later, use the Options icon.

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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

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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

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Step 5: Add More Pages (Optional)

Scroll to the bottom of the report and click the + icon to insert additional pages for:

  • Commentary

  • KPI dashboards

  • Supporting visuals or documentation

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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:

  1. In Custom Reports, locate the report you want to copy.

  2. Click the menu in the top-right corner of the report tile.

  3. Select Duplicate Report.

  4. 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]