Microsoft Visualizer Financial Statement -- 2

I need a clean, well-structured financial statement built directly inside Microsoft Visualizer. The finished file has to present two core sections:

• Client Statement – a clear snapshot of the account that shows current positions, cash balance, deposits, withdrawals, fees and any other relevant adjustments.
• Trade Confirmation – a line-by-line record of every executed trade with date, symbol, side, quantity, price and total value.

A single Visualizer file that I can open, edit and export to PDF is the primary deliverable. Please lay it out so figures update automatically if I change the underlying data and make sure fonts, colours and tables stay consistent with typical financial-report styling.

If you have previous statements, please share a screenshot when you bid so I can gauge your design approach.