How do I build and issue my first monthly management pack?

1) Accounts → Settings → Management Reports: choose the sections and their order (the cover is always first), the default comparatives, warning lines, the issue day and — most important — the recipients. With no template saved the full standard pack is built; with no recipients nobody is emailed. 2) Open Accounts → Management Reports (/accounts/management-reports) → Build tab. Pick the period (month, quarter, financial year, year to date, trailing twelve months or custom) and the audience (board, or one company's entity pack). 3) Review the live draft section by section; write the commentary or press Draft to have it written from the pack's own movements (it says what moved and by how much, never why). 4) Press Issue: the pack is rebuilt from today's books, each entity is verified live against Xero (a minute or two), frozen as a new version, shown to readers with the board key at once and emailed as a PDF to the template's recipients.