Creating Reports

Use the report wizard to create PDF financial reports with configurable scope, cadence, format, and sections.

Overview

Levelup generates PDF financial reports that you can customize, preview, and download. The report wizard walks you through selecting the scope, time period, companies, format, and which sections to include.

Starting the Report Wizard

Navigate to Organization > Reports.
Click Create Report in the top-right corner.
The report wizard opens as a side panel.

Step 1: Configure Report Settings

Scope

Choose the scope of your report:

Portfolio -- Generates a report across all companies in your portfolio (or a selected subset).
Company -- Generates a report for a single company.

Cadence

Select the reporting period:

Monthly -- Covers a single month.
Quarterly -- Covers a three-month quarter.
YTD (Year to Date) -- Covers from January through the selected end month.
Annual -- Covers a full calendar year.

End Month

Select the final month included in the report. The report calculates its date range based on the cadence and this end month.

Company Selection

For portfolio scope: By default, all companies in your portfolio are included. You can narrow the selection by choosing specific companies from the company picker.
For company scope: Select the single company the report should cover.

Report Format

Choose how the report is structured:

Portfolio Overview -- A consolidated view aggregating data across selected companies.
Per-Company -- Individual sections for each company in sequence.

Separate PDFs

When using the per-company format, you can enable Separate PDFs to generate a distinct PDF file for each company instead of one combined document.

Report Name

Optionally enter a custom name for the report. If left blank, the report uses the company name or "Portfolio" as its title.

Template

If report templates are available, you can select one to pre-fill the report configuration. Templates define which sections are enabled and their default options. The template's settings are applied as a starting point that you can further customize.

Cover Page Options

Include Logo -- Toggle whether your organization's logo appears on the cover page.

KPI Display Mode

Choose how KPI summary data is rendered:

Charts -- Displays KPIs as visual charts (default).
Tables -- Displays KPIs in tabular format.
Both -- Shows both charts and tables on the same pages.

Step 2: Configure Report Sections

After setting up the report parameters, click Next to proceed to section configuration.

Available Section Types

Reports can include the following page types, depending on scope:

Cover Page -- Title page with report name, organization, and date range.
KPI Summary -- Key performance indicators for the selected companies.
Portfolio Overview -- Aggregated financial summary across the portfolio.
Company Summary -- Individual company overview pages.
Income Statement -- Detailed profit-and-loss statement with configurable display mode (comparison, twelve-month, common-size) and standardization options.
Balance Sheet -- Assets, liabilities, and equity breakdown with the same display mode and standardization options as the income statement.
Cash Flow Statement -- Cash movement analysis with comparison or twelve-month mode.

Enabling and Disabling Sections

Each section has a toggle to enable or disable it. Disabled sections are excluded from the final PDF. You can reorder and selectively include the sections most relevant to your audience.

Section Options

Some sections have additional configuration:

Income Statement / Balance Sheet -- Choose between comparison mode, twelve-month mode, common-size comparison, or common-size twelve-month. Select standardized or non-standardized format. Optionally set a depth level (1-5) to control how many account levels appear.
Cash Flow -- Choose comparison or twelve-month mode, and optionally set a depth level.

Preview

The wizard includes a live preview panel that updates as you toggle sections and change options. Use the zoom controls to adjust the preview size.

Finalizing the Report

After configuring all sections:

Review the preview to confirm the report content.
Click Generate to create a background job that renders the PDF.
You are taken to the reports list, where you can track the generation status.

The report starts in draft status. Once the generation job completes, the status changes to completed and you can download the PDF.

Next Steps

Viewing and Managing Reports -- Download, archive, and manage generated reports.

Consolidations

Managing Reports