Management packs

A cover page, your chosen reports and your commentary, generated as one document.

Reports → Management Packs.

Choose the reports, add commentary, and get one document with a cover page — the monthly board or investor pack, without assembling it by hand each month.

A pack is a saved definition, so next month is a rebuild rather than a rebuild-from-scratch. The period rolls forward and the figures refresh.

Commentary is yours; the figures are the reports'. Nothing in a pack is a separate calculation that could disagree with the report it came from.