Booklet Export
The Booklet Export generates a professional multi-page PDF document combining your Monitr dashboards and reports. Use it for board packs, investor updates, monthly management reports, and any situation where you need a clean, printable financial summary.
Accessing Booklet Export
In the sidebar, click Create Booklet. This opens the booklet configuration page. The sidebar item only appears if you have permission to create booklets (available to all entity and organisation administrator roles).
What you can include in a booklet
A booklet is a curated selection of pages from your Monitr data:
| Section type | What it includes |
|---|---|
| Dashboard pages | One or more dashboard views (Key Metrics, Revenue, Outstanding Items, etc.) |
| Report pages | P&L, Balance Sheet, or Cash Flow in any view (Actuals, Delta, Forecast) |
| Custom cover page | Organisation name, logo, and reporting period |
Creating a booklet
- Go to Create Booklet.
- When prompted, select a template to start from (or create a new booklet from scratch).
- Select the date range (period the booklet covers).
- Select the scenario (for Forecast/Delta pages) -- only visible when you include forecasted reports.
- Add pages:
- Click Add to PDF.
- Choose the page type (dashboard or report).
- Configure its content, view settings, and optional notes.
- To reorder pages, click the Move page up (up arrow) or Move page down (down arrow) icon button next to the page.
- To add notes to a page, click the Add notes (comment with plus) icon button next to the page.
- Optionally save your layout as a template for next month's booklet by clicking the Save as template button.
- Click Export PDF.
Monitr generates the PDF in the background. A success message appears when the PDF is ready for download.
Firefox users: PDF export may not render text and icons correctly in Firefox. For best results, use Chrome or Safari.
Formatting options
| Option | What it controls |
|---|---|
| Numeric display | Units, thousands, or millions |
| Period grouping | Monthly, quarterly, or annual columns |
| Comparison | Budget or prior year column in reports |
| Page orientation | Portrait or landscape per page |
Organisation-level booklets (Premium)
On Premium with consolidation enabled, you can create booklets at the organisation level -- showing consolidated data across all entities. This is the standard format for group-level board reporting.
To create organisation-level booklets:
- First, enable consolidation from Organisation Settings (see Consolidation).
- Switch to consolidated view by selecting your organisation (not a specific entity) in the top navigation.
- Go to Create Booklet -- the interface now operates at the organisation level instead of entity level.
Tips for board packs
- Lead with the Key Metrics dashboard as a summary page.
- Follow with the P&L (Forecast view if you have budget data, Actuals if not).
- Add a Delta page to show budget vs. actual variance.
- Finish with Balance Sheet and **Cash Flow).
- Keep the numeric display at "thousands" for readability at board level.
Once you've set up a booklet layout you're happy with, the next month's booklet can be generated by changing only the date range. All page selections persist.
PDF export may not render text and icons correctly in Firefox. For best results, use Chrome or Safari.