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Monthly Reports

Author monthly leadership packs with a RAG status and controlled visibility.

Monthly reports are leadership packs — a regular, structured way for authors to communicate status to the organization's leaders. There is one report per author per month, each carrying a simple health signal and precise controls over who can read it.

One report per author per month#

Reports are scoped to an author and a month: each author writes one report for a given month. This keeps the cadence predictable and makes it easy to line up reports across authors and across time. The content itself is flexible — there is no rigid template, so authors can shape each report to what matters that month.

RAG status#

Every report carries a RAG status that gives leaders an at-a-glance read on health before they open the detail:

StatusSignal
GreenOn track
AmberSome concern or risk
RedSerious concern, needs attention

Because the status is a single, consistent field across all reports, leadership can scan a month's packs and immediately see where to focus.

Visibility#

Reports support three visibility options so authors can match the audience to the sensitivity of the content. Owners always retain access.

VisibilityWho can read it
PrivateThe author and owners only
GroupMembers of a named group, plus owners
AdminsOwners and admins only
  • Use private for a personal or sensitive report meant only for leadership.
  • Use group to share with a specific team — for example, a department reading its own leadership pack. Groups are managed in Members, roles & groups.
  • Use admins for reports intended for the leadership tier as a whole.

Choose visibility deliberately: it is the mechanism that keeps a candid report in front of the right eyes and away from the wrong ones.

Who can author reports#

Creating a report requires the report:author permission, or an admin or owner role. This keeps authorship in the hands of the people responsible for reporting status while still allowing owners and admins to write reports directly. To let a non-admin write reports, grant the report author permission as described in Members, roles & groups.

A typical monthly rhythm#

  1. Grant report:author to the people who should write reports.
  2. Each author writes their one report for the month, filling in the flexible content.
  3. The author sets a RAG status — green, amber, or red — to summarize health.
  4. The author chooses a visibility: private, a specific group, or admins.
  5. Leaders scan the month's reports by RAG status and read into the ones that need attention.

Related#