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Run a Financial Statement

Use Financial Viewer (Report View) to create a saved statement from a template, set run scope, execute results, and export or print.

Where: Mission Control → Financial Statements → Financial Viewer
Route: /missioncontrol/financials/viewer

Templates come from Create and design financial templates. Trees come from Build financial trees.

Create a saved statement​

  1. Open Financial Viewer.
  2. Click + in the left Financial Statements list (or empty state Create Financial Statement).
  3. In Create Financial Statement:
    • Choose a Template
    • Enter Name
    • Optionally enter Description
  4. Click Create.

The new statement is selected. You still need parameters (or a tree node) before results appear.

Sidebar ⋯ actions: Execute, Rename, Edit (name/description), Duplicate, Delete → Delete Financial Statement / Delete Statement.

Run with Parameters​

Use this path when the template is not locked to an assigned tree (or when Parameters is available beside Trees).

  1. Select the saved statement.
  2. Open the right panel Parameters tab.
  3. Set required fields:
    • End Month
    • Companies
    • Optional Parts (enabled after companies are selected; unavailable parts show as not configured)
  4. Click Save (Ctrl+S) to persist parameters on the saved statement.
  5. Click Execute (Ctrl+Enter).

Execute runs with the current panel values even if you have not saved yet. Save when you want the next open to restore those parameters.

Run with Trees​

Use the Trees tab when you have the Financial Trees feature, or when the template has an assigned tree (Parameters is hidden in that case).

  1. Select the saved statement.
  2. Open Trees.
  3. Set End Month (Save to persist End Month changes).
  4. Choose a Trees value (Select a tree…). If the template has an assigned tree, the selector is locked to that tree.
  5. Click a node in the tree list.

Clicking a node runs the statement for that node’s company/part scope and updates the main results (cached node results reuse local cache until you refresh).

ControlUse
Node clickRun for that node (use cache when available)
Refresh node (row icon)Force re-run for that node
Refresh AllConfirm Refresh All Nodes — re-runs every node for the current End Month and updates cache

Review results​

After a successful run, the center grid shows statement results.

ControlUse
Hide empty rowsToggle blank/zero rows
Show formulasToggle formula display
Export to ExcelDownload XLSX
PrintOpen print preview (?mode=print) with Print Controls (page size, orientation, headers/footers), then print

Empty center state before a run: No Financial Results. With nothing selected: Select a Financial Statement.

Typical sequence​

  1. Ensure the template exists in Builder (and tree assignment if needed).
  2. Create the saved statement in Viewer.
  3. Set Parameters or pick a tree node under Trees.
  4. Execute (parameters) or click the node (trees).
  5. Export or print as needed.

For recurring email delivery, use Schedule financial statement delivery.