# Creating a Custom Report

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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*):

<div align="left"><figure><img src="/files/V7ZFeSI3Gs40QYeeYmxD" alt="" width="270"><figcaption></figcaption></figure></div>

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

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

<div align="left"><figure><img src="/files/KZDdMGKEdQ6qPd35zHgN" alt="" width="270"><figcaption></figcaption></figure></div>

5. 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

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

<div align="left"><figure><img src="/files/4JhZx5fXXL03CI9biomu" alt="" width="375"><figcaption></figcaption></figure></div>
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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

<div align="left"><figure><img src="/files/yZO7AnnjYbGAhpqLXaQ7" alt="" width="375"><figcaption></figcaption></figure></div>

Click the **Options** icon to update page details, including:

* Page title
* Time periods for metrics like **Total Cash**, **Expense Analysis**, **Net Burn**, and **Runway**

<div align="left"><figure><img src="/files/XcHKozAc2PoXqQcPOK1k" alt="" width="375"><figcaption></figcaption></figure></div>

You can also use the AI writing assistant to generate a polished Executive Summary.&#x20;

* Click into the **Executive Summary text box** at the top of the report
* In the editing toolbar that appears, click the **Digits logo** to generate an AI-written summary

<div align="left"><figure><img src="/files/5dVInGlD2GRPI3Q3diu7" alt="" width="375"><figcaption></figcaption></figure></div>

You can provide bullet points, draft notes, or guidance on tone, and the AI will turn it into a polished summary based on the text you include.

{% hint style="info" %}
**Note:** The AI refines the content you provide. It does not automatically pull financial data into the summary.
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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

<div align="left"><figure><img src="/files/vtDwskga2Kaz6tZCJ83T" alt="" width="375"><figcaption></figcaption></figure></div>

**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

<div align="left"><figure><img src="/files/7RmmkYqE4ayZohJUGMX4" alt="" width="375"><figcaption></figcaption></figure></div>
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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
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**Next step:** [Saving & Sharing Custom Reports](/firms-insights-and-reporting/sharing-reports.md) →

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### Frequently Asked Questions

<details>

<summary>How do I duplicate or delete a report? </summary>

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.

</details>

<details>

<summary>How do I share a report with my client?</summary>

See: [Saving & Sharing Custom Reports](/firms-insights-and-reporting/sharing-reports.md) for full instructions on sharing, permissions, and publishing.

</details>

<details>

<summary>Do saved reports update automatically when data changes?</summary>

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.

</details>

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Got a question or feedback? Our team is all ears—come say hello!
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<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>
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