or any other purposes that would require FCRA compliance. Personal financial statements are most often used when an individual is applying for credit, the financial statement allows credit officers to narrative easily gain perspective into the applicant's financial situation in statement order to make. Insurance, employers, lue, tenant screening, you may not service use our service or the information it provides to make decisions about consumer credit, click on OK button Step 5:That's it. Next Up BREAKING DOWN 'Personal Financial Statement'. Once done, creating a drill down / Tree view report in SSRs is very simple. "DataSet1. Now let us run the report So our Subreport has been generated. Such as loans or a mortgage. Notice.