Financials & Custom Reports

Whether you're reviewing books across multiple clients or diving deep into a single account, Digits gives your firm a streamlined view of financial performance. With clear reports, insightful visuals, and flexible tools, the Financials tab helps you deliver accurate, audit-ready reports—fast.

How to Access the Financials Tab

• Head to my.digits.com and log in.
• From the left-hand navigation, click Financials.
• You’ll land directly on the default reports: Profit & Loss, Balance Sheet, and Cash Flow.

What You’ll Find in Financials

Profit & Loss

Track monthly performance and drill into each category:

• Hover over a line item to view:
  • Overview: High-level summary of performance and trends
  • Year-to-Date (YTD): Total values for the current year
  • Top Customers: Biggest contributors to revenue in that category
  • Top Transactions: Most impactful transactions in the period
  • Note: Details may vary by category.
• Filter Options:
  • Use filters for Average Deltas, Totals, or Monthly Deltas

Balance Sheet

The Balance Sheet report provides a month-over-month view of assets, liabilities, and equity.

• Hover over a category to see:
  • Overview: Summary of balances and changes
  • Top Transactions: Key transactions impacting the category
  • Note: Details may vary by category.
• Click View Details to explore all transactions for that category
• Filters for Average Deltas, Totals, and Monthly Deltas allow for deeper analysis
  
  

Cash Flow

This report provides insights into cash flow by category.

• Hover over a category to see:
  • Overview: Key cash flow details
  • Top Transactions: Transactions influencing cash flow
• Click View Details to explore all transactions for that category
• Filters for Average Deltas, Totals, and Monthly Deltas allow for deeper analysis

A/R Aging

Tracks overdue invoices from customers, categorizing them by how long they’ve been unpaid. This helps you manage receivables and prioritize collections.

A/P Aging

Tracks unpaid bills to vendors or suppliers, categorizing them by how long they’ve been outstanding. This helps you stay on top of payables and manage cash flow.

Creating a Custom Report

Each report is interactive, customizable, and designed for month-over-month analysis.

1. Click on Custom Reports in the left-hand navigation menu
2. Click New Report in the top-right
3. Choose the type of report from the following options: Executive Summary, Profit & Loss, Balance Sheet, or Cash Flow
4. Set your date range at the top of the selector “Run Report for” choose Month/Quarter/Year. Click Set.
5. Upload attachments (optional) by uploading or dragging and dropping the file into the designated area
6. Click Run to generate your draft
7. Want to customize your new report further? See the next step.

Pro tip: Want to save time and keep consistency across clients? You can clone a past report and use it as a template for new periods. It's a game-changer during MEC.

Customizing Your Report

Every section is flexible—polish your report to match your firm’s voice and your client’s needs.

Cover Page - Make your first impression count:

• Edit Title – Give your report a title that actually means something
• Prepared By – Show who crafted the insights
• Custom Footer – Leave a mark with firm details or a closing message
• Show Account Number(s) – Optional toggle for including account numbers when you need them
• Add Cover Image – Give your report a branded, professional edge
• Once you select all your options, click Done. To edit your options later, click the Gear icon in the top right of the report.

Executive Summary - Scroll down past the cover page:

• Executive Summary – Rename tiles, adjust layout, and set a specific time window for insights
• Click the Add icon at the top of Executive Summary to add additional graphs, statements, lists
• Use the Paint Roller icon for custom settings
• To remove a graph or section, click the X to the right

Report Pages - Make your data shine:

• P&L, Balance Sheet, and Cash Flow Pages
  • Insert charts, KPIs, custom text, or lists to spotlight key details
  • Adjust number formatting—go rounded or stay precise
  • Enable trendlines and compare performance month-over-month or year-over-year
  • Statements – Provide detailed financial accounts
  • Tweak section titles and set time periods that match your client's needs
  • Add or remove a monthly breakdown
  • Delete pages you don’t need

Profit & Loss Extras

• Show % of income or % of total per line item
• Add YTD totals for better context

When you're ready, publish to lock in edits and share your report.

Scheduling Reports

Want reports to generate automatically each month? You can schedule them in advance.

• From the Financials tab, click the dropdown next to New Report
• Select Schedule Report

From the left of the screen, you can schedule reports for:

• A specific client 
• Globally across all clients 

Options include:

• Auto-Create Draft: Creates a draft report at the start of each month
• Auto-Publish Draft: Shares a draft with clients for review
• Auto-Publish Final: Sends the final report on a schedule you choose 

Pro Tips for Report Text & Tiles

• Use @ to tag specific accounts or parties within text tiles
• Use Add Link to hyperlink to key Digits sections (like Vault, Balance Sheet, or Connections)
• Format and style text using the toolbar: bold, italic, underline, alignment, bullet points, and colors

FAQs & Related Articles

• Exporting Financials in Digits 
• Understanding and Viewing AR/AP Aging Reports  
• Investor Reporting: Best Practices for More Effective Investor Updates 

Need help? Contact our support team. We’re here to make reporting painless.