Report templates: The 3-Statement Model

This guide covers the 3-statement model report templates that are available to the user out-of-the-box!

---

Out of the box, you will have access to 3 report types within Pluvo:

1. Cash flow statement

2. Balance sheet

3. Profit and loss statement

These three report templates are assembled when you sync your financial data. Pluvo identifies your accounts, and prepares them in a 3-statement model framework.

That’s great, but the true power of Pluvo is found in the customizability. Let’s dive into how you can manipulate metrics, drivers, and variables within these three reports and beyond!

Figure 1.0

Looking at the Balance Sheet report:

1. Your accounts, metrics, or drivers are organized into ‘lines’ - in this case “Cash And Equivalents” is a CCE metric that uses a Pluvo custom formula to add together the total of all cash accounts and any highly liquid investments which can be easily converted into cash. More on this below.

2. Report lines are categorized vertically. In this case, Pluvo’s balance sheet template has both an ‘Assets’ and ‘Liabilities and Equity’ parent category.

3. Forecasted results appear horizontally by months/years. You can change the date range of this display through the date filter tools pictured in figure ? (above).

In order to customize a report, you will need to identify the “variable” used in the line you would like to manipulate. They will either be found in the drivers or metrics tab.