Custom Report Layouts — Build Your Own P&L | HelloBooks.ai Group accounts into your own sections, rename lines, reorder, and add custom total rows like Gross Profit — with Budget and Variance columns inline. Custom layouts for P&L, Balance Sheet and Cash Flow, on the Free plan.
Custom Report Layouts
Stop exporting your P&L to Excel every month just to make it readable. Group your accounts, name your own sections, add a Gross Profit line — and have it render that way on the report, every month, automatically.
On the Free plan. No credit card.
Your accounting software groups your P&L its way. Your board wants it theirs.
So every month someone exports the statement, re-groups the accounts in a spreadsheet, adds the Gross Profit row the software would not give them, renames a few lines, and sends it on. Next month, they do it again. The layout was never the problem — the software just would not remember it.
A statement that reads like your business
Four steps, then never again
Open any statement
Go to your Profit & Loss, Balance Sheet, or Cash Flow report and hit "Customise layout".
Start from a preset
Pick a starter layout so you are not staring at a blank canvas, then drop your accounts into the sections you want.
Add the lines that matter
Add a Gross Profit row, a Budget column, a Variance %. Name the sections in your own language.
Save and never rebuild it again
Your layout renders live on the report every month. No export, no Excel, no rebuilding.
It changes how the statement reads — never what it says
A layout sits on top of your chart of accounts. Regrouping accounts or renaming a section never touches your ledger, your postings, or your account codes — and the Standard layout is always one click away. Same numbers. Your structure.
Frequently asked
Build the P&L you actually wanted
Custom layouts for Profit & Loss, Balance Sheet and Cash Flow — on the Free plan.