Recommendation - Creating Financial Reports

When creating a statement-style or financial report, we recommend that you follow these steps:

Open the Financial report template.
This template offers a simple crosstab report, with a header and a footer that includes the date, page number, and time. You can edit the content of the report by adding and removing objects.
Insert data to the rows.
A typical statement-style report includes accounts in the rows.
Insert data to the columns.
A typical statement-style report includes a time dimension in the columns.
Insert a measure.
Insert calculations and format data.
Add page layers or context filters to focus your report.
Apply formatting.
You can add colors, lines, images, conditional formatting, blank rows or columns, headings, and so on to improve the appearance of your report.