Monthly Reports

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:

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.

• 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.

What the business should know#

This section is a short list of tagged one-liners rather than a paragraph — four unrelated announcements run together as prose is the part of a pack nobody reads.

Each item carries one of three tags, so a reader can pick out what shipped and what went wrong without reading the sentences:

Only Risk is coloured. If every line were tinted, the one piece of bad news would stop standing out.

Reports written before this was a list keep their text: the paragraph is split into one item per sentence the first time you open the report, tagged Note, ready for you to correct.

Charts#

A report can carry up to four charts, drawn from numbers you enter rather than from a pasted image. Each one is a horizontal bar chart — the form a leadership pack actually needs: ranked categories with the figure printed beside each bar.

Because the chart is data, not a picture, it renders crisply in the browser, in the PDF and at any zoom, and next month's chart is an edit rather than a rebuild.

Enter values on one scale for the whole chart: use a suffix of k and a value of 87, not 87000.

Charts appear at the end of the pack, and on their own page of the PDF — the pack itself stays the single page people read in the meeting.

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#

• Projects & roadmaps
• Members, roles & groups
• Resource planner