Make, refresh, share and print company reports

A company's Reports page holds reports such as a monthly management report, a weekly cash and collections report, or a compliance snapshot. Your own agent writes a report's layout once. After that, Mendiola reads the figures again from Juan and its own records whenever the report is refreshed, without asking the agent, so the same report always reads the same way.

Before you start

• Reports must be enabled for your firm. Until then, the company's sidebar has no Reports entry.
• To make or change a report, you need your own agent connected in Mendiola. Without one, the page shows Connect your agent to make reports. Reading, refreshing and publishing do not need an agent.
• Refreshing reads Juan with the company's own connection, so the company needs a working Juan key.
• Your agent sees a report's layout, never its figures. The figures are shown only to people.

Make a report

1. Open the company and choose Reports.
2. Describe the report in the prompt bar, for example the P&L for last month against the month before and bank balances at month end. Or choose one of the Examples to fill the box with a ready description, then edit it.
3. Choose Send. A new private report opens, with the chat on the left and the report on the right.
4. Your agent builds the report's sections. Each section is read as soon as it is saved.

Keep asking in the chat to change the report. Sections that changed are outlined as New or Changed while they are read; the other sections keep their figures.

A report can hold these sections: profit and loss, balance sheet, cash in each bank account, receivables and payables ageing by days past due, taxes due from Tax filings, the latest EWT exposure check, the latest audit-risk check, closing status, and notes. A note is written by the agent; it says so, and Mendiola does not check it.

Who sees a report

A new report is Only you: nobody else sees it, admins included.

• Share makes it visible to everyone who can open the company. The card then says Shared with the team. Unshare, in the ⋯ menu, takes it back; anyone else who opens it then reads This report is no longer shared with you.
• Anyone who can see a report can Refresh it, Publish it, and Duplicate it into a private copy of their own.
• Only the person who made it changes its sections, through their own agent, and only they share, unshare, schedule or archive it. If the maker has left, an admin can schedule, archive or unshare a shared report, but nobody changes its sections. Others who open the chat are asked to duplicate the report to make their own.

Refresh and schedule

Choose Refresh to read the figures again. The page says Refreshing… while it runs, then Refreshed. If some sections could not be read, it says so; those sections explain why and never show a figure.

Choose Schedule to refresh the report weekly or monthly, at a time in Manila. Without a schedule, it refreshes only when someone presses Refresh.

The report's history has two tabs: Published and Recent refreshes. Choose an earlier refresh to see the figures it read.

Publish and print

A refresh changes when the figures change. Publish freezes one refresh as a snapshot that never changes.

1. Choose Publish.
2. In Publish a snapshot, give it a Name, or leave it to be named after its as-of day.
3. Publish. If some sections could not be read, you are warned; the snapshot keeps them as they are.

The Published tab of the Reports page lists every snapshot you can see, newest first. To print one, choose Print beside it there, or on the snapshot itself. A print page opens in a new tab, laid out for paper with the firm's name, the report, the company and the as-of day. Choose Print there and, to keep a file, Save as PDF in the print dialog.

Archive

Choose Archive in the ⋯ menu. An archived report can still be read with its refreshes and snapshots, but it does not refresh and its schedule stops. Restore brings it back without a schedule.

Limits

• A refresh reads only what Mendiola and Juan hold. It does not add commentary or check the client's figures.
• Reports are for firm staff. Client access to reports is not built.
• Page numbers and headers on paper come from the browser's print settings.