How to Create a Statement of Equity

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Article Summary

This article provides a complete, step-by-step guide to creating a Statement of Equity using a Dynamic Report. It explains how to configure Page, Row, and Column axes, select equity-related accounts, and generate the report, covers key settings like Scenario, Time, Entity, Account, and Measures dimensions, and helps financial reporting users efficiently build accurate equity statements, ensuring clear visibility into changes in equity over time.

eddy_summary: Learn how to create a Statement of Equity using a Dynamic Report.
eddy_keywords: statement of equity, changes in equity, dynamic report, financial reporting, equity accounts, retained earnings, common stock, paid-in capital, MTD, YTD
eddy_intent: Informational
eddy_module: Dynamic Reports
eddy_synonyms:
statement of equity = statement of changes in equity, equity report
dynamic report = financial report, custom report
eddy_questions:
- How do I create a Statement of Equity?
- Which dimensions are required for an equity report?
- How do I configure Account, Scenario, Time, and Measures in a Dynamic Report?

The Statement of Equity, also called a Statement of Changes in Equity, outlines changes in a company’s equity accounts over a reporting period. It typically includes elements like retained earnings, common stock, and other equity adjustments.

To create a statement of equity, do the following:

  1. Navigate to Reports.

  2. Click Add, and the select Dynamic Report.

  3. In the Add-Dynamic Report dialog box, select Financial as Reporting Area.

  4. Click OK.

  5. In the report configuration tab, configure the report axes as follows:

    1. Configure the Page axis:

      1. Drag and drop the Scenario dimension, and select Actual.

      2. Drag and drop the Time dimension, and select the fiscal year or relevant period (such as, FY2025).

      3. Drag and drop the Entity or Company dimension, and select the applicable business unit or entity.

    2. Configure the Row axis:

      1. Drag and drop the Account dimension.

      2. Select the relevant equity accounts (such as, Common Stock, Retained Earnings, Paid-in Capital).

    3. Configure the Column axis:

      1. Drag and drop the Measures dimension and select MTD or YTD to display month and year-to-date values, respectively.

  6. Click Run to generate and view the statement of equity.

  7. Click Save to save the report.

Statement of Equity report showing 2018 YTD retained earnings of 7.3B under Total Company.