What are custom reports?

Custom Reports are Digits reports that can be tailored to show the financial metrics, accounts, and business insights most relevant to a business or accounting firm. They can be configured for management reporting, investor updates, board reporting, KPI tracking, and other recurring reporting needs.

Custom Reports help teams move beyond standard financial statements by creating repeatable views that can be shared with stakeholders on a scheduled basis.

Example: A startup creates a monthly investor report that combines financial statements, cash runway, revenue growth, and key operating metrics into a single report package.

Related terms: Financial Statements, Real-time Financial Reporting, KPI, Forecasting, Ask Digits