Drag-and-Drop Report Designer
Rows and columns configured visually. Add accounts, account groups, formulas, and segment filters with drag-and-drop. Preview updates in real time as you build.
Reporting & BI
Nexus Report Builder
Build any financial report you need — P&L, balance sheet, cash flow, custom management accounts — with a drag-and-drop interface that any finance professional can use. No IT, no SQL, no waiting.
Any financial report built in under 15 minutes
Key Capabilities
What Nexus Report Builder does
Custom P&L, Balance Sheet & Cash Flow
Start from GAAP or IFRS templates or build from scratch. Multiple presentation formats. Subtotals, percentages, and ratios calculated automatically.
Rolling Periods, YoY & Budget Comparisons
Any combination of periods in any column: current month, YTD, prior year, prior year YTD, budget, forecast, and variance. Calculated automatically.
Export to PDF, Excel & Google Sheets
One-click export in any format. Excel exports with live formulas, not static values. Scheduled delivery to any email address.
Drill-Down to Transaction
Click any cell in any report and drill through to the account, journal entry, and source transaction. Full context, always available.
Shared Report Library
Save reports and share with the team. Version control. Lock reports so they can't be accidentally changed. Role-based access to sensitive reports.
How It Works
- 1
Design
Choose a template or start blank. Add rows (accounts, groups, formulas) and columns (periods, comparisons). Preview in real time.
- 2
Configure
Set filters, date ranges, entity scope, and formatting. Add notes and commentary fields.
- 3
Share
Export, schedule, or share the live report. Recipients always see current data.
Compliance & Standards
GAAP financial statement presentationIFRS financial statement presentation
Available for:All
Key Outcomes
Any report
built in under 15 minutes
Board pack
preparation time reduced by 80%
Zero spreadsheet
financial reports