# Customize the Income Statement

Rillet’s Income Statement report allows you to customize how financial data is displayed so you can build reporting views that match your business needs.

You can configure report layouts, filter data, customize sections, and create custom rows or formulas directly inside the report. This is useful for departmental P\&Ls, custom margin analysis, operational KPIs, and executive reporting.

Customized reports can also be saved and exported to Excel with formulas retained.

### Common Use Cases

Custom rows and formulas allow finance teams to tailor the Income Statement for operational, management, and executive reporting.

Common use cases include:

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Departmental P&#x26;Ls</strong></td><td>Break down financial performance by department or business unit.</td></tr><tr><td><strong>EBITDA and Margin Analysis</strong></td><td>Create custom profitability and operational margin calculations.</td></tr><tr><td><strong>Operational KPIs</strong></td><td>Track metrics such as OpEx per employee, headcount-based analysis, or internal efficiency metrics.</td></tr><tr><td><strong>Product or Service Line Reporting</strong></td><td>Build custom profitability views for specific products, services, or operational segments.</td></tr><tr><td>Executive Reporting</td><td>Create simplified management views with grouped accounts, custom calculations, and summarized financial metrics.</td></tr></tbody></table>

### Open the Income Statement

The Income Statement opens with a default reporting layout that you can customize based on your reporting and analysis needs.

To open the report:

1. Go to **Reporting** from the main navigation menu.

   <figure><img src="/files/C9aslEpavFchbUaPxDc4" alt=""><figcaption></figcaption></figure>
2. Under **Financial Statements**, select **Income Statement**.

   <figure><img src="/files/RlWPQ9MuHl6BnhQRIWhT" alt=""><figcaption></figcaption></figure>

The report opens using the default reporting layout.

### Configure the Report Layout

Before customizing the report structure, configure the layout and reporting view using the controls at the top of the page.

#### Select the Reporting Period

Start by selecting the reporting range for the Income Statement.

<figure><img src="/files/as1eq8zFV1uZ5aGJY77u" alt=""><figcaption></figcaption></figure>

Use the **Period** selector to:

* Select a predefined date range.
* Define a custom date range.
* View year-to-date results.
* Analyze partial periods.

{% hint style="warning" %}
**Important**\
Automated entries scheduled for the last day of the month are not included when using date ranges that end before month close.
{% endhint %}

#### Select Subsidiaries

Use the **Subsidiary** selector to choose which entities are included in the report.

<figure><img src="/files/I9p0zOwNcL76KYPKqfhv" alt=""><figcaption></figcaption></figure>

You can:

* View all subsidiaries.
* Select a single subsidiary.
* Compare specific subsidiaries.

This is useful when reviewing entity-level financial performance in multi-entity environments.

#### Configure Columns and Breakdowns

After selecting the reporting scope, configure how data is organized across the report.

Use **Columns** to define the report breakdown.

<figure><img src="/files/vEIY9AV5VdN7ottCIU5E" alt=""><figcaption></figcaption></figure>

Available breakdown options include:

* Monthly
* Quarterly
* Yearly
* Total

You can also break down the report using dimensions such as:

* Department
* Region
* Location
* Customer Segment
* Product Groupings
* Custom fields

For example, breaking the report down by department allows you to compare operational expenses across teams.

When using the **Total** breakdown, you can enable variance analysis against:

* Previous Year
* Preceding Period
* Budget

Variance can be displayed as:

* Dollar values ($)
* Percentages (%)

#### Configure Formatting

After configuring the report layout, adjust how values appear in the report.

Use **Formatting** to control report display and number formatting.

<figure><img src="/files/vKNWIVDhVqGgVNbBKKeY" alt=""><figcaption></figcaption></figure>

Under **Report Format**, you can configure:

* Account Numbers
* Subgroup Totals
* Exclude Zero Balance
* Show Total Column

Under **Number Format**, you can configure:

* Drop Decimals
* Show in Thousands
* Currency Symbol

You can also configure how negative numbers appear in the report.

For example, negative values can be displayed using parentheses instead of negative signs.

#### Apply Additional Filters

Use the **Filter** icon to narrow the report to specific operational dimensions.

<figure><img src="/files/qXp8Fvl37fchsn1lZ6Tl" alt=""><figcaption></figcaption></figure>

Filters can be applied to dimensions such as:

* Department
* Region
* Location
* Customer Segment
* Product Groupings
* Custom fields

For example, you can filter the report to display only internal departments or a specific operational segment.

### Enter Customize Mode

After configuring the report layout, you can begin customizing the report structure.

Click **Customize** in the top-right corner to enter edit mode.

<figure><img src="/files/XLnrg8iU64RexKM7oIP4" alt=""><figcaption></figcaption></figure>

In customize mode, you can:

* Reorganize sections
* Create custom groups
* Adjust the report layout

This allows you to organize the Income Statement based on how your team reviews financial performance.

#### Create Custom Groups

Custom groups help organize accounts into sections that better match your reporting structure.

To create a group:

1. Hover over a section header and click **Add Group**.

   <figure><img src="/files/66XBTVVt60lKirKfU7kg" alt=""><figcaption></figcaption></figure>
2. Enter the group name.

   <figure><img src="/files/0dCESNlrEFpmTqVOdSvT" alt=""><figcaption></figcaption></figure>
3. Drag and drop accounts into the group.

   <figure><img src="/files/fM1bM4x0OXjRFvPp0lot" alt=""><figcaption></figcaption></figure>

You can also create sub-groups within existing groups.

This is useful for simplifying management reports or grouping accounts by operational function.

### Add Custom Rows and Columns

Custom rows and columns are available only while the report is in customize mode.

After clicking **Customize**, select **Custom Rows & Columns** from the bottom-right corner of the report.

<figure><img src="/files/UUYi3U08lMOpa1lRWmGF" alt=""><figcaption></figcaption></figure>

Once enabled, additional row and column controls become available throughout the report.

You can then:

* Add custom rows.
* Create formulas.
* Add custom columns.
* Build operational reporting metrics.
* Create custom management views.

#### Add Custom Rows

After organizing the report structure, you can add custom rows directly into the Income Statement.

Custom rows allow you to include operational metrics, supporting calculations, reporting labels, and KPI summaries without changing the underlying accounting data.

To add a custom row:

1. Navigate to the section where you want to insert the row and click **+ Add Row**.
2. Select the row type.

   <figure><img src="/files/ppiX0sjRJVcVOjRH4jdR" alt=""><figcaption></figcaption></figure>

Available row types include.

**Data Rows**

Use data rows to manually enter custom numeric values directly into the report.

This is useful for operational metrics that are not stored in the general ledger.

For example, you can create rows for:

* Department headcount.
* Operational targets.
* Internal KPI tracking.

To create a data row:

1. Click **+ Add Row**.
2. Select **Add** **Data Row**.

   <figure><img src="/files/9rE88UwBfvuRJtKkXwez" alt=""><figcaption></figcaption></figure>
3. Enter the row name.
4. Enter the values directly into the report.

   <figure><img src="/files/3VOVmrI24bXTbjNvlEJ1" alt=""><figcaption></figcaption></figure>

Data rows support multiple display formats, including:

* Number
* Currency
* Percentage
* Basis Points

  <figure><img src="/files/Yuwh9TEXEmRoPmKcwXYq" alt=""><figcaption></figcaption></figure>

**Formula Rows**

Use formula rows to create calculated metrics based on existing report rows or custom data rows.

Formula rows can reference:

* Existing report rows.
* Custom data rows.
* Other calculated rows.

This allows you to build operational and KPI reporting directly inside the Income Statement.

For example, you can calculate:

* Subscription Revenue minus Compensation Expense.
* Operating Expenses divided by Headcount.
* EBITDA-style metrics.
* Custom profitability calculations

To create a formula row:

1. Click **+ Add Row**.
2. Select **Add** **Formula Row**.

   <figure><img src="/files/qoikJTtpAdQdv25XGOmO" alt=""><figcaption></figcaption></figure>
3. Enter the row name.
4. Define the formula.
5. Click the **checkmark** icon to save the formula.

   <figure><img src="/files/FDSFSFRBRLpiCfLJGJWk" alt=""><figcaption></figcaption></figure>

Formula rows support multiple display formats, including:

* Number
* Currency
* Percentage
* Basis Points

  <figure><img src="/files/gL6rTSXxw2d0Wb5o6gvz" alt=""><figcaption></figcaption></figure>

**Text Rows**

Use text rows to add labels or visual separators without adding numeric values.

This is useful for improving readability or organizing management reports into sections.

To create a text row:

1. Click **+ Add Row**.
2. Select **Add** **Text Row**.

   <figure><img src="/files/LE7ljsj8sDFdgSfmAr5J" alt=""><figcaption></figcaption></figure>
3. Enter the label name.

   <figure><img src="/files/kv0xBWZ9FIoNZNmL29ut" alt=""><figcaption></figcaption></figure>

#### Add Custom Columns

In addition to custom rows, you can create custom columns to compare departments, combine totals, and build operational reporting views.

To add a custom column:

1. Click **+ Add Column**.
2. Select the column type.

   <figure><img src="/files/0qaJiF5uVLGIR4NG8O8o" alt=""><figcaption></figcaption></figure>

Available column types include.

**Data Columns**

Use data columns to manually enter custom values across report columns.

This is useful for adding operational or planning metrics that are not stored in the general ledger.

To create a data column:

1. Click **+ Add Column**.
2. Select **Add Data Column**.

   <figure><img src="/files/LSntaYnFHmNmEyIcASYr" alt=""><figcaption></figcaption></figure>
3. Enter the column name.
4. Enter the values directly into the report.

   <figure><img src="/files/1w0LWlRIoNrdGnug5Viz" alt=""><figcaption></figcaption></figure>

Data columns support multiple display formats, including:

* Number
* Currency
* Percentage
* Basis Points<br>

  <figure><img src="/files/MS9kDYQP7zgs2gp0yVRY" alt=""><figcaption></figcaption></figure>

**Formula Columns**

Use formula columns to create calculated comparisons and percentage-based analysis between columns.

For example, you can:

* Combine multiple departments into a single reporting column.
* Create percentage comparisons.
* Build custom management reporting views.

To create a formula column:

1. Click **+ Add Column**.
2. Select **Add** **Formula Column**.

   <figure><img src="/files/M2tFq5EAU3TyYRDFWycc" alt=""><figcaption></figcaption></figure>
3. Enter the column name.
4. Define the formula.
5. Click the **checkmark** icon to save the formula.

   <figure><img src="/files/yYrVoR9GfDrSv8k05qVK" alt=""><figcaption></figcaption></figure>

Formula columns support multiple display formats, including:

* Number
* Currency
* Percentage
* Basis Points

  <figure><img src="/files/mNIAAnJwECbNqWzu95eg" alt=""><figcaption></figcaption></figure>

**Text Columns**

Use text columns to add labels or visual separators without numeric values.

This is useful for improving readability in complex management reports.

To create a text column:

1. Click **+ Add Column**.
2. Select **Add Text Column**.

   <figure><img src="/files/E9yFhhfuyazDHuzTTqzb" alt=""><figcaption></figcaption></figure>
3. Enter the column name.
4. Enter the text values directly into the column cells.

   <figure><img src="/files/zv6FV9fW9BzkG3mA5Jbq" alt=""><figcaption></figcaption></figure>

### Adjust the Report View

While in customize mode, you can continue refining how the report is displayed.

#### **Hide or Show Columns**

Use the column visibility option to control which columns appear in the report.\
This is useful when simplifying large departmental or multi-entity reports.

<figure><img src="/files/Jth3ECj0uue54gJ2B3LH" alt=""><figcaption></figcaption></figure>

#### **Collapse or Expand Groups**

Use the collapse option to simplify the report view and focus on summary totals.

* Select **Collapse All** to hide detailed account activity within grouped sections.

  <figure><img src="/files/qUTbyaZWuE3FxprKxOQq" alt=""><figcaption></figcaption></figure>
* Select **Expand All** to display all underlying accounts and group details again.

  <figure><img src="/files/hZRMoxW3V1v4suRMWHYA" alt=""><figcaption></figcaption></figure>

This is useful when reviewing high-level financial summaries or switching between summary and detailed views.

#### **Resize Columns**

Use the resize option to control how columns are displayed across the report.

* Select **Fill Width** to expand columns across the available screen space.

  <figure><img src="/files/Mq95pKSvVamLsiF6XMwK" alt=""><figcaption></figcaption></figure>
* Select **Fit to Content** to resize columns based on the content width.

  <figure><img src="/files/njEvSGyLscSYTqcAxksT" alt=""><figcaption></figcaption></figure>

### Save or Export the Report

After customizing the report, you can save the configuration for future use or export the current view.

#### Save the Report

Save customized report layouts for future use.

To save the report:

1. Click the **Save as New Report** icon in the top-right toolbar.

   <figure><img src="/files/986tlm2kZ3qs6ZwP7y2W" alt=""><figcaption></figcaption></figure>
2. Enter the report name.
3. Click **Save**.

   <figure><img src="/files/OS2u7muN0AmY7sp955UP" alt=""><figcaption></figcaption></figure>

Saved reports retain:

* Filters
* Formatting
* Custom groups
* Custom rows
* Formula rows
* Formula columns

This makes it easy to reuse recurring management or departmental reporting views.

{% hint style="info" %}
**Note**

* You can also save reports from the **Saved Reports** menu by selecting **Save as New Report**.
* To discard all customizations and return to the default layout, select **Saved Reports** and then click **Reset to Defaults**.
  {% endhint %}

#### Export the Report

After finalizing the report layout, you can export the current view to Excel.

To export the report:

* Click **Export**.

  <figure><img src="/files/VDQuJWd86puyJti0VgiE" alt=""><figcaption></figcaption></figure>

The report downloads as an `.xlsx` file.

The exported spreadsheet includes:

* Active filters
* Formatting
* Grouping
* Custom rows and columns
* Formula calculations

Custom formulas are retained in Excel after export.

### See Also

Learn more about reporting and financial statements:

* [**Reporting Overview**](/EjmEP4KZ9BVp9j2ho4Mh/reporting/reporting-overview.md)
* [**Financial Statements**](/EjmEP4KZ9BVp9j2ho4Mh/reporting/financial-statements.md)
* [**Set up the Executive P\&L**](/EjmEP4KZ9BVp9j2ho4Mh/reporting/financial-statements/set-up-the-executive-p-and-l.md)
* [**Review the Budget vs Actuals Report**](/EjmEP4KZ9BVp9j2ho4Mh/reporting/budget-vs-actuals/review-the-budget-vs-actuals-report.md)


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