This guide covers the review of a company's financial reports in Controller. Use this guide when you want to view and update profit and loss statement and balance sheet reports, edit report templates, select the time range for comparison figures, customize reports, download reports in different formats, and drill down into detailed bookkeeping information.

Open the view by selecting Controller > Reports > Profit and loss statement or Balance sheet. On the Controller Reports tab, you will find Profit and loss statement, Balance sheet, Key figures, and Custom reports. Key figures and Custom reports are available as separate guides on the help pages.

Profit and loss statement and balance sheet

Open the profit and loss statement and balance sheet reports by selecting Controller > Reports > Profit and loss statement or Balance sheet.

  • View the company's profit and loss statement and balance sheet from the Reports tab.
  • Note that figures are updated in Controller by default once a day (early morning).
  • Use the "Update Controller data" function when you want to update the graphics and figures with the latest available data from the system.
  • Take advantage of the fact that Controller automatically saves all changes (for example budget and forecast).

Edit the report information from the pencil button at the top of the report as follows:

  1. Select the pencil button at the top of the report.
  2. Select from the ready-made report templates, for example "Actual comparison" or "Budget comparison".
  3. If you wish, select custom figures and comparison figures for the report.

Select the figures to be shown on the report as follows:

  1. Open the figure selection from the dropdown menu.
  2. Note that the program first offers only a few recently used figures.
  3. If the desired financial period is not found among the offered options, select "Show all" at the bottom of the view.
  4. If necessary, search for the figure by typing it in the search field.
  5. Repeat the same procedure when selecting comparison figures.

Define the figures and review periods to be shown side by side on the report as follows:

  • Select up to three figures side by side for the report.
  • If necessary, manually change the time period shown on the report; all figures use the same time period.
  • Select the review period from the review period dropdown menu.

The review period options are:

  • month
  • cumulative month
  • quarter
  • cumulative quarter
  • half-year
  • year
  • financial period
  • cumulative comparison periods

Use the "Cumulative comparison periods" option as follows:

  • Select "Cumulative comparison periods" when you want to add two different comparison periods alongside the three comparable figures on the report.

Define the visibility of figures on the report as follows:

  • Select whether the figures are shown in euros or thousands of euros.
  • Open the "Show data" menu when you want to add the percentage of revenue setting to the report.
  • From the "Show data" menu, also select the display of difference euros and difference percentage if you want to see the differences compared to the comparison figures.

Use the report search and download options as follows:

  • Search the report by cost object via the search field.
  • Download the report to Excel or as a PDF by selecting the three dots menu.
  • On the balance sheet report, select the calculation method as either balance value or period change.
  • Open and close all groups on the report if necessary.
  • Hide empty accounts, that is, accounts with no transactions during the selected period.
  • Note that if the account balance is zero, the account will appear on the report.

When drilling down into profit and loss statement and balance sheet figures, proceed as follows:

  1. Select a one-month profit and loss statement or balance sheet figure from the account-level sum link on the report.
  2. From the sum link, open the voucher browsing report for the account in question.
  3. From the voucher browsing report, drill down further to the bookkeeping vouchers.

Make sure you have the necessary access rights for drilling down:

  • You need at least read access to basic bookkeeping functions.
  • You need read access to basic reporting.
  • With these rights, you can open the voucher to which the report figure is related.
  • With these rights, you cannot create new vouchers.
  • With these rights alone, you cannot create your own reports from Netvisor.
  • If the voucher is related to, for example, a purchase invoice or sales invoice, you need separate rights to open these.

Frequently asked questions

How do I open profit and loss statement and balance sheet reports in Controller?

Open the reports by selecting Controller > Reports > Profit and loss statement or Balance sheet.

How do I update the report figures to be up to date?

Use the "Update Controller data" function, which updates the graphics and figures with the latest available data from the system.

How do I select different financial periods and comparison figures for the report?

Open the pencil button at the top of the report, select the desired report template or custom figures and comparison figures, and use the dropdown menu and the "Show all" function or the search field to select financial periods and comparison figures.

How do I change the review period of the report?

Select the review period from the review period dropdown menu and choose, for example, month, quarter, year, financial period, or cumulative comparison periods. All figures shown on the report use the same time period.

How do I download the report in Excel or PDF format?

Select the three dots menu on the report and download the report to Excel or as a PDF.

How do I drill down from the report to bookkeeping vouchers?

Select a one-month profit and loss statement or balance sheet figure from the account-level sum link, open the voucher browsing report, and drill down from there to the bookkeeping vouchers.

What access rights do I need to drill down to vouchers?

You need at least read access to basic bookkeeping functions and read access to basic reporting. If the voucher is related to a purchase invoice or sales invoice, you also need rights to open these.

Keywords: reports, profit and loss statement, balance sheet, update, pencil button, period, cost object, drill down, Controller



This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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