How do I set up the CEO Report for the board?

1) Make sure Xero is connected and synced (Accounts → Set up Accounts). 2) Upload the bank's statement or balances file on Accounts → Bank — the CEO Report's 'In the bank' figure is always the newest uploaded bank statement's closing position, never a derived number. 3) Open Accounts → CEO Report (/accounts/ceo-report). Everything is shown by default. As a curator (anyone holding the invoices read key, e.g. the Accounts role) use the gear to switch off the banks, customers and projects the board should not see and to grade each customer — one saved view for the whole account. 4) Press Email report to choose who receives the daily workbook, on which days and with which sections; 'Send me a test' goes to you only. 5) Give each board member the CEO role in Settings → Users: it reads the report (cash, bank statement, owed to us, intercompany loans, hire invoices, project list, worker list, company structure, who's off) and the issued management pack, and nothing else.