> For the complete documentation index, see [llms.txt](https://docs.fabricplan.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fabricplan.com/video/fabric-plan-intelligence-sheet/intelligence-302-reporting.md). # Intelligence 302 - Reporting {% embed url="" %} Learn how to build boardroom-ready P\&L statements directly on top of Power BI semantic models using Intelligence Sheets in Microsoft Fabric Planning. In this video, you'll see how finance teams can create fully formatted financial reports with custom calculation rows, manual input rows, hierarchical grouping, approvals, comments, and collaboration features—all without rebuilding reports in Excel. Discover how to add metrics such as Gross Margin %, Earnings Per Share (EPS), and Shares Outstanding, organize financial statements with drag-and-drop flexibility, collaborate through comments and approvals, and export reports to Excel and PDF while preserving formatting and hierarchies. Intelligence Sheets combines the flexibility of spreadsheets with the governance of semantic models to streamline financial reporting and analysis. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.fabricplan.com/video/fabric-plan-intelligence-sheet/intelligence-302-reporting.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.