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This article explains how reports are structured in Silverfin and what each component controls. 

Table of contents 

How a report is organised

Every report in Silverfin consists of three components: Report Settings, Period Sets, and The Body. Understanding what each component does makes editing much more straightforward.

Report Settings

Report Settings control the high-level configuration of your report. Example available options are:

  • Visible for Pulse user: decide whether report should be visible for Pulse users when added to a client file. 
  • Display type (Show): Sets the default display for account names and numbers. Options are: original, mapped, or both.
  • Year: Select whether the report uses a financial or calendar year. This determines the basis for your period sets.
  • Account Range: Defines which accounts are available for use in the report.
  • Locked Status: Toggles whether the report structure can be modified when added to a client file. 
  • Category: Assigns the report to a category set. If left empty, the report appears under "Other Reports". Read more: How do I order reports in categories? 

Period Sets

Period Sets define the timeframes shown as columns in your report. You can configure: 

  • Data selection: Choose from PTD (Period to Date), YTD (Year to Date), or RYTD (Relative Year to Date).
  • Period selection: select which period or periods to display as columns.
  • % Relative: this allows you to compare all the values in the period’s column to a certain value (most often a formula or tag) as a percentage.
For further detail, refer to our dedicated article on periods.

The Body

The Body determines the core data structure - the rows in your report. It contains three types of rows:

    • Groups: Bundle related account ranges together (for example, "Assets").
    • Accounts: Specific accounts or ranges (e.g., 100000__100008).
    • Formulas: Calculated rows recognisable by the f sign in front (e.g., Net assets = assets - liabilities).
For further detail, refer to our dedicated article on data rows

Understanding these three components makes it easier to build and adjust your report.