How do I choose which banks, customers and projects the board sees on the CEO Report?

Press the gear on the CEO Report (curators only — the invoices read key). Switch off the banks, customers and projects the board should not see, and grade each customer from the projects they owe against. Everything is on by default and only what is switched off is stored, so a new bank account or customer shows up without anyone coming back. It is one saved view for the whole account. Hidden items leave no trace in any total, and a reader is never told something was hidden.