> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/business-insights-and-reporting/business-insights-reportings/monthly-reporting-and-exports-p-and-l-balance-sheet-cash-flow.md).

# Monthly Reporting & Exports (P\&L, Balance Sheet, Cash Flow)

Need a month-by-month Profit & Loss, Balance Sheet, or Cash Flow over a longer period? Here's how to view monthly columns, understand report limits, and export longer histories.

***

### How to Choose the Reporting Period

Where you set the date range depends on where you’re building the report:

* **Statements:** Use the period selector at the top of the page.

<div align="left"><figure><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/BFCUR0BKGCqjrDR8wc0C" alt="" width="375"><figcaption></figcaption></figure></div>

* **Custom Reports:** Open **Options** and set the custom time period there.

<div align="left"><figure><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/Y1e93QdeGSYMA6yGM1Ds" alt="" width="375"><figcaption></figcaption></figure></div>

***

### How to Show Monthly Columns on Reports

#### In Financials

1. From the left navigation, open **Financials** → **Statements** and choose the statement you want (Profit & Loss, Balance Sheet, or Cash Flow).
2. Click **Options** above the statement to open the **Statement Options** panel.
3. Toggle on **Monthly Breakdown**.

<div align="left"><figure><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/rxRIZz2Cry4nHaCCwEEj" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" icon="lightbulb" %}
Optional: Add period-over-period comparisons using **Delta** (percent or monthly average), **Month over Month** (percent or delta), or **Year over Year** (percent or delta).
{% endhint %}

#### In a Custom Report

* From the left navigation, open **Financials** → **Custom Reports** and either start a new report or open a draft report.
* Scroll down past the cover and executive summary to the report you want to edit.
* Click **Options** above the statement to open the **Statement Options** panel.
* Toggle on **Monthly Breakdown**.

<div align="left"><figure><img src="/spaces/Qp6kVxx1FJYsPtDHusNl/files/2h2wFugoaumf3Gs4PRMa" alt="" width="563"><figcaption></figcaption></figure></div>

***

### How many months can I include in one report?

The monthly reach depends on the statement:

| Statement                        | Interval            | Maximum columns |
| -------------------------------- | ------------------- | --------------- |
| **Profit & Loss**                | Monthly             | 36 months       |
| **Balance Sheet**, **Cash Flow** | Monthly             | 12 months       |
| **Any statement**                | Quarterly or yearly | \~10 periods    |

***

### Need to Export or Share Your Report?

See [Downloading Financial Statements in Digits](/business-insights-and-reporting/business-insights-reportings/download-financials.md) or [Saving & Sharing Custom Reports](/business-insights-and-reporting/business-insights-reportings/sharing-reports.md)

***

### Frequently Asked Questions

<details>

<summary>Why don't I see monthly columns?</summary>

Make sure **Monthly Breakdown** is turned on in **Statement Options**, and that **Drill down by** is set to **None** — a drill-down disables the monthly view. Monthly columns are available on Profit & Loss, Balance Sheet, and Cash Flow.

</details>

<details>

<summary>Can I get a monthly view with a Custom date range?</summary>

Yes. Monthly Breakdown works with any time period, including Custom— it isn't tied to a preset range.

</details>

<details>

<summary>How do I get more than 36 months into one spreadsheet?</summary>

For reporting periods longer than a single statement supports, export your data in batches—for example, one monthly Profit & Loss per 36-month window. Download each report as an XLS file, then combine the data in Excel or Google Sheets for a complete historical view.

</details>

<details>

<summary>Why can't I see the monthly breakdown on my Profit &#x26; Loss report?</summary>

The Monthly breakdown option is available only when your report is set to a month range (such as 1, 3, 6, or 12 months). It isn't available when the date range is Year to Date.

If you don't see the monthly breakdown:

1. Change the report's date range from Year to Date to a month range.
2. Open Options.
3. Turn on Monthly breakdown

</details>

<details>

<summary>Does Digits forecast cash flow?</summary>

The Cash Flow report shows actuals, meaning money that has already moved based on your books. It isn't a projection.

For a forward-looking view, use the Live Runway metric on your dashboard. Runway estimates when your cash would reach zero based on your current cash and net burn rate. You can calculate your burn rate using last month, the last 3-month average, or the last 6-month average.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


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