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Financial reports and planning

Use the compact financial statement view

Reduce table spacing while keeping the same report values and filters.

Updated 2026-11-11

Compact changes the statement's table density. It is useful when a report contains many accounts or periods and you want to see more rows together. The selected company, source, basis and date range continue to determine the values.

Use the control after the report loads, then check that account labels and period headings remain readable at your screen size. On a narrow screen, use the table's own scrolling area where needed rather than reducing browser text until the amounts are difficult to read.

Compact presentation does not remove the need to inspect source lines for a disputed amount. Open the account register when the table summary does not explain a balance. Keep the report's current filters visible in your review notes.

If another person sees a different layout, compare the actual company, dates, basis and amounts before treating the display difference as an accounting problem. Density, zero-row visibility and account-code settings affect presentation, while a changed reporting period or newly posted entry can affect the underlying result.

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