This help covers the creation and management of custom reports in Controller. It explains how to create your own report templates and metrics, edit their content and structures, and use key figures and cost objects to limit reports and present data. With custom reports, you can create company-specific reports tailored to your needs and build permanent reports and metrics that you want to monitor regularly. If you have read or edit rights to Custom reports, you have access to all the company’s Custom reports. Rights cannot be restricted on a report-specific basis.

CONTENTS

Creating a report

Open the view by selecting Reports > Custom reports > Create new.

  • Select Create element when you want to add a new element to the report.
  • Select Table or Metric as the element type.
  • For the table, select as a base:
    • a blank template
    • profit and loss statement
    • balance sheet
  • Edit the table by selecting Edit report after creating the table.
  • Rename the table by switching the report to edit mode and changing the table name.

Create a metric by selecting one of the following metric types:

  • Bar
  • Stacked bar
  • Line chart
  • Pie chart
  • Numbers

Select a data source for the metric.

  • You can use as a data source:
    • individual accounts
    • account groups
    • key figures

Editing a report

When you open the table, it is immediately in edit mode.

  • Change the size of the table by dragging section 1.
  • Add another table to the same view by selecting the function in section 2.
  • Change the order of the tables by dragging the table from section 3.
  • Add account, account group, or key figure rows to the table from section 4.
  • Change the position of rows by dragging them from the left edge.
  • Remove rows by clicking the cross in front of the row. This activates the Remove rows button.

Note the effect of row order:

  • The values of account groups are calculated according to the row order.
  • Key figures are calculated according to the company’s specification of accounts, and the row order does not affect the calculation of key figures.
  • If you move an account from one account group to another (for example, from fixed costs to variable costs), the key figure gross margin does not change.
  • If you want certain accounts not to be included in the report, use custom key figures on the report, such as revenue, gross margin and similar, from which these accounts have been excluded.
  • The key figures available by default in Controller are calculated based on the bookkeeping specification of accounts formula. If you want to deviate from this, create your own key figures and use them in the report.

Note! If you add an account to the specification of accounts on the bookkeeping side after creating custom reports, proceed as follows:

  • Manually add the same account to the already created custom report.
  • Note that the account does not automatically appear on the report from bookkeeping just by updating the report.
  • When you create a completely new custom report, the new account is automatically included in the report template.

Limit the report by a cost object or a desired cost object combination.

  • Select cost objects for the cost object combination from up to three different cost object headings.
  • Note that the cost object combination brings to the report only those transactions that have been posted exactly to this combination.
  • When you drill down from the account level of the profit and loss statement report, you are taken to Netvisor’s voucher browsing report for the respective month to review transactions.
  • When you drill down from the balance sheet report, you are taken to the account-specific entries in bookkeeping, where you can see which transactions make up the respective balance.

Open the report settings by selecting the three dots next to the edit button.

  • Define whether the report uses the same limitations in all elements or not.

From the Show data dropdown menu, select which additional information you want to display in the report.

  • You can select:
    • cumulative sums
    • difference € column
    • difference % column

Report periods

Set the report review and comparison periods by clicking the period in the report header field.

Define the review period and the figures to be compared as follows:

  • For the review period (1), select one of the following:
    • month
    • cumulative month
    • quarter
    • cumulative quarter
    • half-year
    • year
    • financial period
  • For the figures (2), select up to three data sources to compare simultaneously:
    • actual
    • budget
    • forecast
    Select the desired period for each data source.
  • If necessary, add two comparison periods (3) by selecting Add comparison period.
  • For example, to create a budget comparison report similar to the old Controller:
    • compare actual to budget for a specific period
    • add a cumulative year to date period as a comparison

Examples of using custom reports

1. The customer wants to create their company’s profit and loss statement

  • Example 1:
    • Use the standard profit and loss statement as a base.
    • Edit the standard profit and loss statement according to your needs.
    • Move accounts and account groups, for example, above and below the gross margin.
    • Note that the fixed sales and operating margins do not update in this case.
    • Create sales and operating margin as your own key figures and add these to the report.
  • Example 2:
    • Use a blank template.
    • Add profit and loss statement items, margins, and results to the blank template.

2. The customer wants to create a summary of the profit and loss statement

  • Example:
    • Select the following items for the report:
      • revenue
      • variable costs
      • gross margin
      • fixed costs
      • operating margin
      • depreciation
      • operating profit
      • net financial expenses
      • profit after financial expenses
      • taxes
      • profit for the financial period

3. The customer wants to create their own KPI report

  • Example:
    • Create five custom profitability KPIs.
    • Attach these KPIs to a blank report.
    • Then add five ready-made key figures to the same report.

Frequently asked questions

  • How do I create a new custom report in Controller?
    Open Reports > Custom reports > Create new, add an element with the Create element button and select a table or metric and the desired template or data source.
  • How do I edit the structure and rows of a table?
    Edit the table in edit mode: change the size, add or remove tables, arrange tables and rows by dragging, and add or remove account, account group, and key figure rows.
  • How do I limit the report using cost objects?
    Select a cost object or cost object combination (from up to three headings) for the report, so that only transactions posted to this combination are included in the report.
  • How do I set review and comparison periods for the report?
    Click the period in the report header field, select the review period (e.g. month, quarter, year) and the data sources to compare (actual, budget, forecast), and add comparison periods if needed.
  • How do I include new bookkeeping accounts in my custom report?
    Manually add the account that was added to the bookkeeping specification of accounts to the already created custom report, as the account will not appear on the report automatically.
  • How can I deviate from Controller’s default key figures?
    Create your own key figures, including or excluding the desired accounts, and use these custom key figures on the report instead of the default ones.

Keywords: custom reports, report, metric, table, specification of accounts, key figure, cost object, bookkeeping, periods






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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