Help centre · Accounts
How does “Build: the live draft” work on the Management Reports page?
Open this screen in Saral/accounts/management-reports
The period presets follow the account's financial year. The audience decides the section set and the recipients — the board pack covers the group; an entity audience covers one company's own figures, its director's view. Prior period, prior year and budget columns sit beside the actuals when switched on; budget comes from the Budgets tab, which reads the ledger's budget where there is one and a Saral grid otherwise. The draft is cached for a minute and dims while a new period loads, so the old figures never vanish mid-read. The commentary survives a refresh, and 'Draft' writes it from the pack's own movements — it says what changed and by how much, and leaves the why to the directors; it never overwrites a paragraph you typed without asking. Where: Management Reports (/accounts/management-reports).
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