The investor report is a one-page summary of a company's month for its investors, with a comment, a review stamp and an export as a PDF and a web page.
Mac appAvailable
Windows appAvailableExports of the statements and reconciliation are described on the same page.
The investor report is what the company's investors receive. It is made at every close. The tab shows the same first page that the export prints.
A demo company's investor report, still a draft, with a comment typed in.
What the page shows
The title, … — Investor report, who it is prepared for, the month it runs through and the currency.
Where it stands. After a close it says Draft — not reviewed.
A headline sentence, such as how runway moved against the month before.
The headline figures: Revenue, Gross margin, Operating result, Cash and Runway. Each shows its direction against the month before, with an arrow and a colour: green is better, red is worse, grey is neutral. A figure that cannot be given shows a dash and a reason, for example these statements present no revenue line.
The report runs through the newest month whose figures came from after that month ended. A QuickBooks month that is still in progress is left out until it is over and synced again. The tab says so under the stamp.
The rest of the report
Under page one, The rest of the report shows the cards the investors' copy carries after page one, in the order they print.
Where this version offers it, each card has a small eye button. It leaves the section out of the exported report, or puts it back. A trial balance is left out until you add it, because most investor reports do not include one. A section that is not complete yet, or that has no figure yet, is left out automatically. A section that raises a going-concern doubt cannot be left out.
The comment
Under the figures, Comment is a place for your own note to the investors. The counter shows how many lines of page one it uses, out of fourteen. Save is refused beyond that, with a sentence saying why. Revert drops what you changed.
Words you have not saved stay in place if you go to another tab or company and come back.
Marking it reviewed
A report is a draft until someone reviews it. Exports say so too: Exports are marked as a draft until the report is marked reviewed.
Save the comment
Mark as Reviewed… is off while the comment has unsaved words.
Sign in
You have to be signed in to Haruno. Otherwise the tab says Sign in to your Haruno account to mark the report reviewed.
Mark it
Press Mark as Reviewed… and confirm. The report and its exports then carry your name and today's date. The stamp also records your Haruno account and this Mac's login. They are not printed.
It is off while the month is open, and the tab says so. Where customer matches in the recurring revenue are still unanswered, the confirmation counts them, and you can answer them first or Leave unresolved and mark reviewed.
Remove Review takes the stamp off.
When the stamp comes off
The stamp stands for the figures and the comment that were on screen when it was given. It comes off, and the report is a draft again, when:
you save a different comment;
you close the month again on corrected books;
you reopen the month. It is a draft while the month is open.
Closing again on the same books keeps it reviewed. When the stamp has come off, the tab says what changed since the review.
Exporting
Export… saves the report as a PDF and a web page. Page one carries the stamp and the comment. See Reports and exports.
What to tell a customer
The investor report is ready after every close, but it never goes out as final until a person has read it and marked it reviewed. The review is a name and a date. Anything changed afterwards takes the stamp off.