Finance Reports & Board Pack

Finance Reports

Found at Reports → Finance Reports. Pick a date range — preset pills (This Month, Last Month, This Qtr, Last Qtr, YTD, Last Year) or two manual dates — then click Apply. Five tabs:

• Profit & Loss — Total Revenue, Total Expenses, Net Profit/Loss with margin, a revenue-vs-expenses breakdown, and an expense-ratio health bar.
• AR Aging — total outstanding receivables broken into Current, 1–30, 31–60, 61–90, and 90+ days buckets, plus a per-invoice table with days overdue and severity.
• AP Aging — the same structure for what you owe.
• Tax Summary — Output Tax Collected, Input Tax Paid, and Net Tax Payable (Output minus Input — what you owe SARS), with a reminder to submit by the applicable VAT return deadline.
• Expenses — total claims and amount, broken down by status.

Every tab has an Export {tab name} button that downloads that tab's data as a CSV file.

Executive Board Pack

Found at Reports → Board Pack. This pulls together finance, livestock, workforce, project and compliance metrics for a period into one executive summary — meant for owners, boards, or your accountant, not just raw finance numbers.

Five modes: Overview (the generated pack itself), Pack Builder (configure and generate a new one), Risk & Exceptions (a risk radar grouped by severity), Generated Packs (your history), and Scheduled Packs (existing schedules, read-only — see below).

B.1 Generating a pack

1. Set Period from / Period to, and pick an Audience — Owner/Director, Accountant, Farm Manager, Board/Investor, Compliance/Vet, or Authority-facing Summary. The audience changes which sections get included by default (e.g. an Accountant pack focuses on Finance, Profitability and Risks; a Compliance/Vet pack focuses on Livestock, Compliance and Risks).
2. Click Generate Pack, or open Pack Builder to name the pack, fine-tune which sections are included, and choose an export format.
3. Click Generate Board Pack. The new pack appears under Generated Packs with a Download button.

The Overview tab shows executive cards (Net Profit, Cash Position, Receivables, Payables, Herd Value, Animals at Risk, Compliance Score, FMD Coverage, Workforce Capacity, Open Risks, Project Blockers, Data Confidence — click any to jump to its detail), an auto-generated narrative (Key Wins, Key Concerns, Decisions Required, Recommended Actions), and section detail across Finance Summary, Livestock & LITS, Profitability, Workforce, Projects & Delivery, Compliance & Risk, and a Decision Queue.

B.2 What's really live — read before you rely on these buttons

Board Pack has several buttons whose labels are more ambitious than what they currently do. To use this page accurately:

Everything else — the executive cards, the narrative, the section detail tabs, the Risk Radar, and JSON/CSV downloads themselves — reflects real data generated at the time you click Generate.

Troubleshooting & FAQ