Most components in Reporting Studio render a report Figured already defines a P&L, a cash flow, a balance sheet and let you control the columns. Custom Table works the other way round. You choose every row yourself, so you can put a formula metric next to a single account line next to a category total, in whatever order tells the story.
Custom Table is available on farm reports, organisation templates and admin templates.
Adding a Custom Table
From inside a section, add a Custom Table component. The Editor panel opens on the right with:
Table Name — the heading shown above the table
Subheading — one or more lines under the title. Click Add line for more. Subheadings support dynamic fields, so a template can pull in the farm name or season.
Basis — Cash or Accrual
Adding rows
Click Add Row. You get three choices:
Value
Opens the Value Library. This is the same picker you'll recognise from the Formula Builder, with the same Source filters and the same levels of detail:
Totals and Subtotals — Figured's standard report lines
Category — account categories
Account line — individual accounts from your chart of accounts
Use the Source filters along the top to narrow to Production & Area, P&L & Cash Flow, P&L by Tracker & Cash Flow by Tracker, Balance Sheet, or Custom Formulas — the formulas your practice or farm has built.
Tick as many values as you like; they appear as chips at the top of the dialog and the button updates to show how many rows you're adding. Selecting a value also shows a details panel on the right explaining what it is, which report it comes from, and its category.
If the value you need doesn't exist yet, Open Formula Builder takes you straight to a new formula, and drops you back when you're done.
Note: Figured's default formulas aren't listed in the Value Library, because they'd duplicate what's already in Totals and Subtotals.
Text
Adds a label row with no value. Choose Heading (bold) to break the table into sections, or Note (italic) for a caveat or explanation.
Spacer
Adds a blank row for breathing space between groups.
Once added, each row appears in the Rows list labelled with what it actually is — Metric, Category, Account, Text or Spacer — and rows can be dragged into any order.
Adding columns
Click Add Column. A Custom Table gives you two column types:
Period — a period of time. Set the year or period, apply a date offset, and choose how many previous years to compare with.
Variance — the difference between two other columns.
These behave the same way they do on a Financial Report see Column types in Flexible Columns. Each column carries a colour-coded tag showing its type, and columns can be reordered.
A few differences to a Financial Report worth knowing:
Custom Tables don't offer Total or Historical Average columns.
There's no Display Data (Annually / Quarterly / Monthly) selector. Columns take their unit from the base column, so a table stays consistent instead of mixing a yearly column with twelve monthly cells.
Benchmark columns aren't supported.
Things that behave differently to a normal report
Basis can lock to Cash. Some values only make sense on a cash basis closing cash balance, net cash movement, overdraft limits. If you add one of these, the Basis selector locks to Cash. Account rows never trigger this.
Variance colouring follows the value. Variance cells go green or red based on whether up is good for that row. Expense categories and expense accounts treat lower as better; your own formulas use whichever comparison rule you set in the Formula Library.
A missing account shows as "—". If an account behind a row has been deleted, that row's cells show a dash rather than a zero.
Current limitations
Custom Table is new, so a few things aren't there yet:
No automatic total row, and no Total column type.
You can't duplicate a row.
Auto Analyst doesn't read Custom Tables when generating commentary.
We're adding more values to the Value Library as we go. If you can't find the one you need, let us know.
Need a hand? Drop us a message through the green chat bubble in Figured.