View financial information in a matrix (change column groups)

Learn how to set up your trial balance statement and check end-of-period balances, total balances for Balance Sheet accounts, year-to-date balances for Profit and Loss accounts, and Retained Earnings excluding current-year Profit and Loss movements.

If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.

Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.

Discover how you can export your financial data, or copy specific parts to use in other applications.