Monthly Report Packs and Dashboards for Management

Monthly reporting often means a week of spreadsheet copying. It doesn't have to.

#What goes in a monthly pack

1. **Headline numbers**: revenue, gross margin, cash, headcount. 2. **Trends**: the last 6–12 months for each. 3. **Comparison**: against target and the same month last year. 4. **Department sections**: sales, operations, finance, HR (attendance, turnover). 5. **Commentary**: what happened and what's next — a few lines each.

#Principles

- **Same structure every month** so changes jump out. - **Fewer, better charts** — one idea per chart. - **Numbers from the source** — departments submit their own figures. - **On time** — e.g. by the 7th of the following month.

#How Yapie Work builds it

- Create a **monthly report pack** with fields per department. - Each department submits from Yapie; reminders go to late submitters. - **Dashboards** show month-by-month trends instantly. - **Attendance data** (late arrivals, absences) is already in Yapie Work. - Export the pack to **PDF** for directors or the board.

#For groups of companies

Each company submits its own pack; the group dashboard rolls them up. See [consolidated reporting](/blog/group-of-companies-consolidated-reporting).

#Frequently asked questions

What is a monthly management report pack?

A standard set of key numbers, trends, comparisons and commentary that management reviews each month.

How do I automate monthly reports?

Have departments submit figures in a structured form and let dashboards chart them automatically — Yapie Work does this.

Can I export the monthly pack?

Yes, as a PDF.