Report packages and management reporting
Assembling the standard statement set for a lender or a board, and what the management dashboard and tax summary are each for.
How-toFor Firm staff, Bookkeepers, Business owners
The standard package
The report package produces Trial Balance, Profit & Loss, Balance Sheet, and Cash Flow together for one period and scope. It is what most lenders and boards expect, and producing it as one document avoids the classic error of sending four statements run at four different moments.
Management dashboard and tax summary
| Report | Audience | What it adds |
|---|---|---|
| Management Dashboard | Owners and managers | Revenue, margin, position, and key ratios on one page — the health check rather than the full statements. |
| Tax Return Summary | Your tax preparer | Book figures grouped the way a return is built, which shortens the preparer's mapping work and the questions that come with it. |
Common questions
Publish it to the client portal, where they always see the current version, and save a PDF copy for your own records at the same time.
Yes — run it in Consolidated scope, or use the Consolidation report if eliminations matter, which they do for anything external.
See alsoConsolidation and eliminations
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