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Turn Your Table Into a Complete Report

Add the finishing touches that turn your data into a powerful reporting tool.

What you’ve accomplished so far

If you’ve completed the previous courses, you’ve already accomplished a lot.

You’ve created your organisation workspace, connected a live data source, built your first Business Monitor, and categorised your accounts. That means your Actual table is now automatically populated with monthly totals for each financial category — a clear, time-based summary of your real business performance.

Now it’s time to take that foundation and build a complete report by adding key row types like labels, calculations, manual data, and cross-references. These elements will help you tell a clearer financial story and create a report structure that’s ready for budgeting and dashboards.

 

Course goal

Learn how to fully structure your Actual table using different row types to turn categorised data into a comprehensive financial report.

 

Before You Begin mark

You should now have:

  • An organisation workspace
  • A connected datasource
  • A business monitor with categorised accounts

 

What You’ll Learn

  • How to enter Edit Mode
  • How to use and configure:
    • Label rows
    • Spacer rows
    • Calculation rows
    • Manual Data rows
    • Cross Reference rows

How to customise and reorder your table

 

Step-by-Step: Enrich Your Actual Table

1. Enter Edit Mode

From the Monitor’s header, switch from Viewing to Editing.

A new left-side Table Elements toolbar will appear.

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2. Understanding row types

Use these to make your report clear, flexible, and insightful:

  • Label: Add section headers to your table like “Income” or “Operating Expenses”
  • Spacer: Add whitespace to visually separate sections
  • Calculation: Define formulas using @ to reference other rows (e.g. @Total income – @Total costs)
  • Manual Data: Add rows where you input values manually (like Quantity Sold)
  • Cross Reference: Pull in a row from another monitor

Each new row can be added from the toolbar or at a specific place by clicking the + icon next to an existing row. Let’s create your first calculation row by clicking on the Calculation item.

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Creating a Calculation Row

After adding a new calculation row to your table, the configuration panel will appear on the left. Start by giving your row a clear title. Then, build your equation by typing @ in the equation field — this will open a list of available rows you can reference in your formula.

Select the rows you want to include, and write out the calculation using standard math operators (+, -, *, /).

Example:
Title: Total Cost
@Financialcost + @Othercost + @Interestcost + @Employeecost + @Salesandmarketingcost

Hit the Save button to save your formula — your new row will be calculated automatically, and the monthly columns will populate with results.

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Row Configuration

Each row has two config tabs in the left tool panel:

  • Content – Adjust what the row shows (label text, formula, source monitor etc.)
  • Styles – Set colours, alignment, borders, and more

💡 Tip: Make your calculation row stand out by applying bold styling. Go to the Styles tab → Typography → Font weight: Bold. This is especially useful for totals or key financial metrics you want to highlight in your report.

 

Step 4: Rearrange Your Rows

Make sure you’re in Editing mode. To move rows around, use the drag handle — the six-dot icon on the left side of each row. Just click and drag the row to reorder it within the table.

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When You’re Done

Switch back to Viewing mode to lock in the structure. Your Actual table is now the analytical backbone for:

  • Budgets
  • Dashboards
  • PDF reports
Up next Create your first Business Monitor
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