Financial Statement Summary Report
Evaluate financial performance with a paginated report for profit and loss analysis, expense tracking, and visibility into revenue and margin trends to help finance teams analyze revenue, expenses, costs, and profitability in an export-ready format.
Editable .rdl file
The download includes the report .rdl file only. Upload it to Bold Reports Designer to preview, edit, and customize the report based on your requirements.
Need help customizing the report? Explore the
documentation
or
contact
our support team.
J&J
Schneider
Bridgestone
Siemens
Verizon
HP
Fidelity
Intel
Explore key use cases
Financial statement reporting supports revenue and cost evaluation, expense breakdown, profitability tracking, and period comparison for reviews, forecasting, and performance improvement.
Revenue and cost evaluation
Review revenue and cost of goods sold together to understand gross margin performance and cost pressure points.
- Track revenue movement across different business reporting cycles.
- Measure sales growth against direct production spending levels.
- Pinpoint cost areas that reduce gross margin strength.
- Understand gross profit contribution from major accounts.
- Assess how spending levels align with income generated.
Operating expense breakdown
Analyze operating expenses across categories and departments to improve budget control, identify spending patterns, and manage costs effectively.
- Examine spending patterns by account and expense category.
- Benchmark operating spend between different timeframes.
- Detect areas showing unusually rapid cost increases
- Understand each department’s share of total expenditure.
- Measure operating spend as a percentage of sales.
Profitability and margin tracking
Track net profit and margin performance to measure financial health, uncover earnings drivers, and support strategic planning decisions.
- Follow net earnings movement throughout the financial year.
- Assess margin health and changes over successive periods.
- Uncover key business drivers affecting bottom-line results.
- Evaluate the effect of non-core income and charges.
- Observe long-range earnings growth and financial stability.
Period-over-period comparison
Compare financial results across reporting periods to identify performance shifts, seasonal patterns, and long-term business trends.
- Contrast current results with year-to-date financial totals.
- Assess account activity across multiple reporting timelines.
- Discover recurring seasonal patterns and business cycles.
- Measure shifts in revenue-based ratios and indicators
- Review accumulated results to gauge overall business health.
Review key performance indicators
Track key metrics
These metrics help evaluate revenue performance, cost structure, profitability, and overall financial health.
What is a Financial Statement Summary Report?
The Financial Statement Summary Report combines revenue, cost of goods sold, operating expenses, and non-operating items into a unified profit-and-loss view that supports financial reviews, executive reporting, budgeting, forecasting, and performance analysis.
Revenue & cost visibility
Review revenue trends, cost of goods sold, and margin performance through a consolidated view.
Expense category analysis
Understand operating and non-operating expense contribution by account and category.
Profitability tracking
Compare gross profit, net profit, and margin performance across reporting periods.
Period Comparison
Assess current-period results against year-to-date figures to identify shifts.
Account-level detail
Drill into individual account codes for granular financial analysis.
Decision support
Provide actionable insight for budgeting, forecasting, and financial planning.
No credit card required.
Designed for finance and leadership teams
Get unified insights on revenue, cost, expenses, and profitability for informed financial decisions.
Centralized reporting
Combine general ledger data from multiple sources into one consolidated financial view.
Revenue and cost analysis
Track revenue growth and cost trends over time to identify margin gaps and performance opportunities.
Secure and role-based access
Protect financial data with controlled permissions so only approved users can view sensitive figures.
Expense category insights
Evaluate operating and non-operating expense patterns to support budget control.
Automated report delivery
schedule recurring reports to support financial close cycles and leadership reviews.
Profitability visibility
Compare margin and profit performance across reporting periods and departments.
Build & customize
Financial statement reporting can be configured around KPIs, filters, and recurring delivery requirements.
No credit card required.
ERP report templates
Explore complementary ERP report templates for financial analysis, receivables management, and procurement tracking to gain broader visibility across business operations.
Accounts Receivable Aging Report
Track outstanding customer invoices by aging bucket for collections prioritization.
Purchase Order Register Report
Monitor purchase order status and vendor spend across procurement cycles.
Connectors
Data integrations
Connect to over 25+ data sources from files and databases to web services for flexible integration, transformation, and storage, all ready for reporting.
Frequently asked questions
Learn more about revenue, costs, expenses, profitability, financial trends, exports, and report capabilities through these frequently asked questions.
It helps organizations prepare structured profit-and-loss reporting covering revenue, cost of goods sold, operating expenses, and net profit for recurring financial reviews.
The report groups line items into Revenue, COGS, Operating, and Non-Operating sections, each with account-level detail and subtotals.
Yes. The report shows current-period and year-to-date values side-by-side for every account line, along with percent of revenue.
Yes. Reports can be filtered by account code, category, department, or reporting period for more targeted analysis.
Net profit margin is calculated as net profit divided by total revenue, expressed as a percentage.
Yes. Reports can be scheduled to run automatically at defined intervals to support recurring close cycles and reviews.
Turn your data into production-ready reports instantly
Create pixel-perfect, print-ready reports with powerful exporting and zero complexity.
No credit card required.