Custom Reports

Light's custom report builder lets you create Table reports — structured row-and-column layouts driven by formulas — alongside Pivot tables and AI-generated charts. This article focuses on the Table report type, which is the same format used by all of Light's built-in financial statements.

# Creating a Table report

1. Navigate to Planning & Reports → Reports
2. Click + Create report
3. Select Table from the dropdown
4. The template editor opens with a blank form

# Template header settings

At the top of the editor, configure the template properties:

Period options:

# Building the row structure

Rows define what appears in the report. Each row has a label and formula cells for each column.

Adding rows:

• Click + Add row at the bottom of the table to append a new row
• Hover over any row number to reveal the row actions menu (⋮):
  • Insert 1 row above
  • Insert 1 row below
  • Insert child row — creates an indented sub-row under the current row
  • Delete row — deletes the row and all its child rows (requires confirmation)

Row hierarchy: Rows can be nested to create parent/child groupings. Child rows are indented visually by their depth level. Deleting a parent row removes all its children.

# Working with columns

New templates start with a single column (A). You can add up to 6 columns (A–F).

• Click + in the last column header to add a new column
• Click the column letter (e.g. A.) to open the column menu:
  • Rename — edit the column label directly in the header
  • Delete column — clears all formulas in that column (requires confirmation)

# Writing formulas

Each row/column cell uses a single-line formula editor with autocomplete. Light supports the following functions:

Tips:

• Prefix an argument with - to subtract it (e.g. ACP(4, -5) adds account-code-4 and subtracts account-code-5)
• Use SUM to reference other cells in the template — for example SUM(A1, A2, A3) to total three rows
• SUM and PERCENT can only reference cells that contain an amount — they cannot reference empty cells or cells whose formula is a PERCENT
• Autocomplete activates as you type and shows context-sensitive suggestions (account types inside ACT(), cell references inside SUM(), tax tags inside TAXTAG())

# Saving and reusing templates

Click Save in the top bar to save the template. The report is immediately available in the reports list under Planning & Reports → Reports. Saved templates regenerate with current data every time you open them — no need to reconfigure.

To rename a saved report, edit the template name field and click Save again.

# Running a report

Open any saved Table report from the reports list. Use the filters at the top to control the output:

• Entity — single entity, multiple entities, or Consolidated view
• Date range — determined by the template's Period setting
• Currency — Entity Crcy (local) or Group Crcy (group)
• Comparison — compare against 1, 3, 6, 9, or 12 prior months, or 1, 2, or 3 prior years
• Custom properties — filter by any custom property value

Click any cell value to drill into the underlying ledger transactions.

# Duplicating a report

To create a variation of an existing template:

1. Go to Planning & Reports → Reports
2. Click the menu (⋮) on any Table report
3. Select Duplicate

The copy opens with a timestamp appended to the name. Edit and save as needed.

# Related articles

• Reporting overview
• Tables and pivot reports
• Exporting reports