CustomBooks™ Product Perks: September 2026 - Comparative Reports

CustomBooks™ Product Perks: September 2026 - Comparative Reports

Financial Reports tell you where your business stands today, but Comparative Financial Reports reveal how your business is changing over time.

By comparing financial data across periods you can identify trends, measure performance, spot meaningful changes, and make more informed business decisions.

Report View and Features:

  • Present and Analyze Views for different reporting needs

  • Percent and/or Dollar Variance Analysis displayed in separate columns

  • Adjustable Report Levels for rapid, high-level or “bottom-line” analysis

  • Drill-Down Detail to the General Ledger, including original transactions and supporting detail

The Comparative Reports are:

  • Balance Sheet Comparative

  • Income Statement Comparative

  • Budget vs. Actual Comparative

  • Trial Balance

Comparative Reports provide valuable insight into your business’s financial health and performance – helping you identify changes, understand trends, and make adjustments when they matter most.

Watch a demo of the CustomBooks Income Statement Comparative Report now:



For Training or Support on Comparative Reports contact the Professional Services team and schedule an appointment:

Discover Professional Services - Demo and Discovery with CustomBooks™

Learn more about all of our Professional Services: https://help.custombooks.com/portal/en/kb/articles/professional-services