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Inclusion of Graphs on Management Report

Just a quick idea with regards to the management reports which Kashflow produces from the client portal area.

I have been out to a clients and they asked if graphs could be included within the management report? If so they have mentioned they would prefer the following:

- P&L (fitting onto one page if possible?)
- Balance sheet (as above)
- Sales graph (month on month)
- Bank balance (month on month)
- Cashflow projections?

Is this something that could be added? I know graphs can be produced from within the clients reports, but if they could also be added to the management report which is sent out each month, that would be a great feature in my opinion and make the report look quite professional.

  • Bradley
  • Jan 10 2017
  • Future consideration
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