Insert Statement blocks in working documents

Statement blocks let you place a live statement table inside a working document. Use them when a memo needs a cash flow, sources and uses view, or a focused subset of statement rows.

Insert a Statement block

1. Place your cursor on a blank line.
2. Type /.
3. Search for the statement you want.
4. Choose the period view, such as year, quarter, or month.
5. Insert the full statement, or choose Rows and Columns first for a smaller table.

Use a full statement when readers need context. Use a row or column selection when the memo only needs a focused support table.

Review the block

After inserting a block, review the title, period badge, row labels, and values. If the block shows an unavailable or invalid message, the underlying statement may have changed. Reinsert or edit the block, then confirm the memo still supports the conclusion.

Do not treat a statement block as final signoff. Confirm the Inputs and sources behind material rows before sharing the document outside your team.