Budgee report packs turn the forecast, assumptions, and active scenarios already in the board into a professional report in seconds.
Use them for client meetings, monthly reviews, lender conversations, adviser discussions, or internal planning without rebuilding the numbers in a spreadsheet.
Turn a live forecast into a report pack
Turn a live cash flow forecast, its assumptions, and active scenarios into a professional report for the conversations that move a business forward.
- Create a report from the live forecast instead of rebuilding a separate spreadsheet pack.
- Review forecast assumptions, active scenarios, filters, and reporting settings before printing.
- Choose the report and period that match the meeting or decision.
- Print or save the finished report as a PDF for clients, lenders, advisers, or internal reviews.
Source video: Budgee report packs released
Start from the forecast you want to discuss
The report should reflect the same forecast state that people need to review.
Before creating the report pack, check the expected receipts and payments, forecast assumptions, active scenarios, filters, sales tax mode, and date granularity. If a scenario is active, its impact will be part of the report.
Choose the right report and period
Match the report to the question being discussed rather than printing every available view.
- Use Cash Summary for the movement of cash across the selected periods.
- Use Profit and Loss, Statement of Cash Flow, or Balance Sheet for the relevant financial view.
- Use Dashboard reporting for charts, headline measures, and summary tables.
- Choose the start date and number of periods so the report stays focused and readable.
Use the report to move the conversation forward
A useful report pack gives everyone a clear starting point for the next decision.
Print the report or save it as a PDF, then use the forecast, assumptions, scenarios, and cash pressure points to guide the discussion. Keep the live Budgee board available when the group needs to test another timing or scenario question.
How report packs work in Budgee
Budgee formats the current financial view for reading outside the live board, including the organisation name, report title, selected periods, section headings, totals, and balances where relevant.
- Open the financial or dashboard view you want to report on.
- Check active scenarios, filters, reporting settings, and the selected period.
- Use Print, then print the report or save it as a PDF.
Use Budgee for short-term cash flow forecasting
See how Budgee turns Xero data into a practical forecast you can update, test, and discuss without rebuilding spreadsheets.