How do I make the monthly board pack?

  1. Open Reports → Board pack and pick the month.
  2. Type in each company's revenue for the month. The board pack doesn't take revenue from the invoices you raise in Margin; left empty, it counts as nothing.
  3. Click Generate pack: the P&L by company, the trend over 6 to 24 months, and the balance sheet.
  4. Review it and write your commentary.
  5. Preview it, then share it with your investors.
The board pack: the month and each company's revenue to type in, then the P&L by company and over the last months

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