The investor report is the page investors receive for a closed month. It carries a review stamp and a comment, and it is marked as a draft until someone reviews it. Statements and reconciliation export too.
Mac appAvailable
Windows appAvailableExports of the statements and reconciliation are described on the same page.
The investor report is what a company's investors receive each month. Haruno builds it from the closed books. Someone then reads it, adds a comment, and marks it reviewed.
Open it on the Investor report tab of a company, or from the Reports list at the top of the company's page.
Page one of an investor report that has been reviewed.
What is on it
The company, the month it runs through and the currency.
A headline sentence, for example about runway.
A short table of the main figures, each with how it moved against the month before and a sentence that says it in words. A figure the statements cannot give shows a dash and says why.
A Comment box for page one. Page one has room for only so many lines, and the box counts them and warns you when the comment is too long.
Further sections after page one, such as the statements. A section with no figures yet is left out automatically. A trial balance is left out unless you add it. A section that raises a going-concern doubt cannot be left out.
Reviewing it
Until someone reviews it, the report is marked Draft — not reviewed, and so are its exports. Read it, then press Mark as Reviewed….
Read it and write the comment
Type the comment and press Save. Revert undoes unsaved changes.
Press Mark as Reviewed…
Haruno asks you to confirm. The stamp carries your name and today's date. It also records your Haruno account and the login of this computer. You have to be signed in to Haruno to review a report.
Export it
Press Export… and choose a folder. Haruno saves the report as a PDF and as a web page, with the stamp and the comment. Remove Review takes the stamp off.
Changes take the stamp off
Changing the comment takes the review stamp off. So does a figure that changes after the review, for example when a month is closed again. The report then says it changed since the review and asks you to check it and mark it reviewed again. If the month is open, close it first.
Other reports
The Reports list on a company's page has more than the investor report.
Report
What it holds
Statements
Balance sheet, income statement, cash flows and trial balance
Reconciliation
Each balance sheet account against its support
Investor report
What the company's investors receive
Adjustments log
A file listing every figure a re-close moved
Click a row to see it on the page. The ⋯ beside a row has Export… for the first three, which saves a PDF and a web page. The adjustments log has Open and Save a Copy…. The Portfolio has its own report for every company in one document. It is the export button in its toolbar.
Exports are never saved into the books
Haruno will not save a report inside the books folder, since that folder holds Haruno's own records. Pick a folder somewhere else.