> For the complete documentation index, see [llms.txt](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/reporting/financial-statements/customize-the-income-statement.md).
# Customize the Income Statement
The Income Statement report in **Rillet** lets you customize how financial data is displayed, so you can build reporting views that match your business needs. Configure the report layout, filter data, and add custom rows, columns, or entire sections directly inside the report to support departmental P\&Ls, custom margin analysis, operational KPIs, and executive reporting. Customized reports can be saved for reuse and downloaded to Excel with formulas retained.
### Understand Common Use Cases
Custom sections, rows, and formulas let finance teams tailor the Income Statement for operational, management, and executive reporting.
| Use Case | Description |
| --------------------------------- | ---------------------------------------------------------------------------------------------------------------- |
| Departmental P\&Ls | Break down financial performance by department or business unit. |
| EBITDA and Margin Analysis | Create custom profitability and operational margin calculations. |
| Operational KPIs | Track metrics such as OpEx per employee, headcount-based analysis, or internal efficiency metrics. |
| Product or Service Line Reporting | Build custom profitability views for specific products, services, or operational segments. |
| Executive Reporting | Create simplified management views with grouped accounts, custom calculations, and summarized financial metrics. |
### Open the Income Statement
Follow these steps to open the report:
1. Go to **Reporting**.
2. Select **Income Statement** under **Financial Statements**.
The report opens using the default reporting layout, which you can customize based on your reporting and analysis needs.
### Build a Report from Scratch
Take these steps to start a new report with no sections at all, then build it up using only the sections and accounts you choose:
1. Go to **Reporting**.
2. Click **New Custom Report** in the top-right corner.
3. Select **Income Statement** from the menu.
4. Select **Build from scratch**.
Add sections one at a time using the steps in [**Add a Custom Section**](#add-a-custom-section) below.
### Configure the Report Layout
Before customizing the report structure, configure the layout and reporting view using the controls at the top of the page.
{% hint style="warning" %} **Warning:**
If a date range ends before month close, the report does not include automated entries scheduled for the last day of the month.
{% endhint %}
| Control | What It Does |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Period | Choose a predefined date range, a custom range, or year-to-date and partial-period results. |
| Subsidiary | In multi-entity organizations, view all subsidiaries, a single subsidiary, or select several to compare side by side. |
| Columns | Set the report breakdown to **Monthly**, **Quarterly**, **Yearly**, or **Total**. Also break the report down by dimensions such as **Department**, and depending on your setup, **Stage**, **Location**, or **Subsidiaries**. Selecting **Total** enables a **Variance Analysis** toggle to compare the period against **Previous Year**, **Preceding Period**, or **Budget**, shown in dollars, as a percentage, or both. Comparing against **Budget** requires a single subsidiary, and reveals a **Budget version** selector once one is chosen, or "No active budgets for this subsidiary" if none exist. |
| Custom field filters | Narrow the report to specific dimensions, such as **Department**, and depending on your setup, **Stage** or **Location**. |
{% hint style="info" %} **Note:**
When columns are broken down by a custom field such as **Department**, they appear in the order the field's values were created in **Organization Settings > Fields**. That order is not configurable in the report today, so a specific sequence has to be arranged after downloading the report to Excel.
{% endhint %}
With the layout and view configured, the report is ready for deeper customization, starting with creating groups and adding custom sections, rows, and columns.
### Enter Customize Mode
Complete these steps to create a group:
1. Click **Customize** in the top-right corner to enter edit mode.
2. Hover over a section header and click the **+** icon.
3. Select **Add subgroup**.
4. Enter the group name.
5. Drag and drop accounts from the section into the group.
You can also create subgroups within existing groups, which is useful for simplifying management reports or grouping accounts by operational function.
### Add a Custom Section
While in Customize mode, use these steps to add a new, free-form section to the report:
1. Click **Add section** below any existing section.
2. Select **Custom Section** from the list.
3. Enter a name for the section under **Section display name** in **Section settings**, which opens automatically.
4. Click **Add condition** under **Accounts > Include accounts**.
5. Choose **Account type**, **Code range**, or **Specific accounts**, then select the accounts to include.
6. Click **Apply** to save your changes.
Any account can be added to more than one section, and Rillet automatically assumes the correct debit and credit normal balance when a section mixes accounts from different standard categories. Add a formula row on top of a custom section's accounts for further calculations, following the steps in [**Add Custom Rows**](#add-custom-rows) below.
### Configure Section Settings
Complete these steps to configure a section:
1. Click the **gear icon** next to a section header to open **Section settings**.
2. Update the section's name under **Section display name**, if needed.
3. Select which accounts belong to the section under **Accounts > Include Accounts**, and use **Add account exclusion** to leave specific ones out.
4. Click **Add filter** under **Filters** to narrow the section to records matching a custom field, such as **Department**, **Location**, or **Stage**. Records with no value for that field appear under **Uncategorized**.
5. Select a custom field from **Break down by** under **Breakdown** to split the section into a row per value, then click **Add breakdown** to stack up to two more fields, for up to three levels total.
6. Choose an option under **Balance direction** to set how the section reads increases, from **Debit increases this section**, **Credit increases this section**, or **Use each account's normal balance**.
7. Click **Apply** to save your changes.
{% hint style="warning" %} **Warning:**
The **Balance direction** setting controls how Rillet reads increases in the section, so picking the wrong option flips the sign of every value in it. Choosing **Debit increases this section** on a revenue section, for example, displays its normally positive balances as negative. Match the option to how the section's accounts actually work, or select **Use each account's normal balance** to let Rillet calculate the correct direction automatically.
{% endhint %}
Configuring a section this way works on any section, whether custom or one of the report's default sections, and lets you slice it by GL account and custom field at the same time instead of building a separate custom report for each view.
### Configure Group Settings
Follow these steps to configure a group once its section is set up, as described in [**Configure Section Settings**](#configure-section-settings) above:
1. Click the **gear icon** next to a group name to open **Group settings**.
2. Update the group's name under **Group display name**, if needed.
3. Review the filters under **Filters**. Filters set on the section appear locked and marked as inherited, since they can only be changed in the section itself.
4. Click **Add AND filter** to narrow the group further, then select a custom field, such as **Department**, **Location**, or **Stage**. Choose **is any of** to include specific values or **is none of** to leave them out, and select the values.
5. Select **Account** or a custom field from **Break down by** under **Breakdown** to split the group into a row per value, then click **Add breakdown** to add another level.
6. Choose **Debit increases this group** or **Credit increases this group** under **Balance direction** to change how the group reads increases. Groups inherit this setting from their section, and editing it overrides the inherited direction.
7. Click **Apply** to save your changes.
{% hint style="info" %} **Note:**
A group can narrow what its section includes but never widen it. A field the section already filters, such as **Department**, stays locked in the group and no longer appears in its field list, so any extra filtering happens on the other fields.
{% endhint %}
Groups do not have account settings of their own. The section decides which accounts are available, and the way you arrange those accounts among its groups decides where each one appears.
### Move Accounts Between Groups
Use these steps to distribute a section's accounts among its groups, once the groups have been created as described in [**Enter Customize Mode**](#enter-customize-mode) above:
1. Open **Section settings** and define the accounts under **Accounts > Include accounts**, using **Add condition**. Use **Add account exclusion** to leave specific accounts out.
2. Drag each account by its handle into the group where it belongs.
3. Move several accounts at once by clicking the **+** icon next to the group and selecting **Move accounts to this group**.
4. Check the accounts to move, then click **Move**.
{% hint style="info" %} **Note:**
The section decides which accounts appear in the report, and groups only organize them. If you exclude an account from the section, it disappears from every group in it.
{% endhint %}
Accounts you do not move stay listed directly under the section, and a group's total updates as you drag accounts into it. To take accounts back out of a group, click the **+** icon next to the section and select **Move accounts to this section**.
### Add Custom Rows
Take these steps to add a row:
1. Click the **+** icon next to any section.
2. Select **Add data row**, **Add formula row**, or **Add text row**.
3. Enter the row name.
4. Enter the values or label directly into the report cells for a data or text row, or type the formula (for example, **Total Revenue - Total Cost of Goods Sold**) and click the **checkmark** icon to save it for a formula row.
Each row type serves a different purpose and supports its own display formats:
| Row Type | Use For | Display Formats |
| ----------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------ |
| Data row | Manually entered custom numeric values, such as department headcount, operational targets, or internal KPI tracking, that are not stored in the general ledger. | Number, Currency, Percentage, Basis points |
| Formula row | Calculated metrics that reference existing report rows, custom data rows, or other calculated rows, such as Subscription Revenue minus Compensation Expense. | Number, Currency, Percentage, Basis points |
| Text row | Labels or visual separators with no numeric value, useful for organizing management reports into readable sections. | None |
### Add Custom Columns
Use these steps to add a column:
1. Click **Add column** in the top-right corner of the table.
2. Select **Add data column**, **Add formula column**, or **Add text column**.
3. Enter the column name.
4. Enter the values directly into the report for a data or text column, or define the formula and click the **checkmark** icon to save it for a formula column.
Each column type serves a different purpose and supports its own display formats:
| Column Type | Use For | Display Formats |
| -------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------ |
| Data column | Manually entered custom values, such as operational or planning metrics not stored in the general ledger, across report columns. | Number, Currency, Percentage, Basis points |
| Formula column | Calculated comparisons and percentage-based analysis between columns, such as combining multiple departments into a single reporting column. | Number, Currency, Percentage, Basis points |
| Text column | Labels or visual separators with no numeric value. | None |
### Adjust the Report View
While in customize mode, continue refining how the report is displayed:
| Action | How |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------ |
| Hide or show columns | Click the eye icon next to any month column, or open the column-visibility panel from the toolbar. |
| Collapse or expand all groups | Click the collapse icon in the toolbar. Click it again to expand. This also works outside of customize mode. |
| Resize columns to fit content | Click the fit to content icon in the toolbar. |
Columns cannot be dragged into a different order or sorted, so the report keeps the column sequence described in [**Configure the Report Layout**](#configure-the-report-layout) above.
### Choose a Fixed or Relative Date Range
While in Customize mode, complete these steps to choose a fixed or relative date range:
1. Click the **Period** field.
2. Select the **Relative dates** tab for a rolling range, such as **Month to Date** or **Year to Date**.
3. Click the **Fixed dates** tab to pick exact start and end dates from the calendar instead.
A report saved under **Fixed dates** keeps those exact dates every time it is opened, instead of rolling forward with the current date.
### Undo, Save, or Download Your Changes
While in customize mode, click **Undo** or **Redo** in the top-right corner to step backward or forward through your recent changes, or use **Cmd+Z** on your keyboard. This lets you experiment with a report's structure without the risk of losing earlier work.
Once you are happy with the result, save the configuration for future use or download the current view.
| Action | How |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Save the report | Click **Save As** in the top-right corner, enter a report name, and save it. Saved reports retain filters, formatting, custom groups, rows, and formulas, making it easy to reuse recurring management or departmental reporting views. Access saved reports, or reset a report to its default layout, from the report name dropdown at the top of the page. |
| Download the report | Click **Download** to export the current view as an `.xlsx` file. The exported spreadsheet includes active filters, grouping, custom rows and columns, and formula calculations, with custom formulas retained in Excel. |
### View a Report's Audit History
Follow these steps to view a report's audit history:
1. Open a saved report from the report name dropdown at the top of the page.
2. Click the **three-dot icon** in the top-right corner.
3. Select **Audit history**.
The **Audit History** panel opens, showing the report's change history.
### See Also
To learn more about reporting and financial statements in **Rillet**, review these articles:
* [**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-actual/review-the-budget-vs-actual-report.md)
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