Monthly owner report. Twelve pages, fixed order, generated on the first.
The reason the subscription renews. The report the board and the lender read is produced from what was entered during the month, in the same order every month, so readers see the movement and not the formatting.
The monthly owner report, as it renders in the product. Fictional project. Every chart is inline SVG.
The twelve pages, in order
Cover with the project, the month, the GMP, the anticipated final cost and the movement since last month. A one page position summary in plain language. Contingency drawdown against progress, twin columns plus the exhaustion month. The change order register with its cause split. Open and unclassified items with days open and exposure. Buyout position and the savings pool. Allowance reconciliation. Anticipated final cost as a waterfall from the GMP. Cash flow, planned against actual, with forecast. Shared savings projection with sensitivity. Flags raised this month and flags closed. What to decide before the next report.
The order never changes. A board member who read last month's report knows where this month's number is.
How it is produced
On the first of the month the product writes the monthly snapshot and generates the report from it. Every figure is in IBM Plex Mono, right aligned, tabular. Every chart is inline SVG, so it prints exactly as it displays. Every page carries the wordmark, the project reference, the month and the page number. The report prints to PDF from the browser. There is no server side PDF library and no narrative written by software.
The footer on every page reads: This report records and calculates from information provided. It is not legal advice.
The board and lender one pager
A separate single page: six figures, three charts, no narrative, with its own print stylesheet. It is the page that gets forwarded, and the owner can send it without sending the full report.
What stops being manual
Retyping figures from the pay application, the contingency log and the change order list into a spreadsheet. Reconciling the three against each other. Comparing this month to last by hand. Drawing the charts. Writing the same headings again. What stays with the owner: the decisions, and the one page of plain language that says what the month meant.
What it is not
The report is not generated narrative. Rules raise flags. People decide causes and write the position summary. The judgment in the product is human, and the report says whose.
Instead of the spreadsheet
Why owners pick this over the spreadsheet: a hand built report drifts. Sections move, charts get redrawn differently, and the board spends its attention on the formatting instead of the movement. A fixed twelve page order, generated from stored snapshots, is the point of the whole product.
The board and lender one pager. Six figures, three charts, no narrative.
Page 9: cash flow, planned against certified, with a forecast to the anticipated final cost.
Questions owners ask
Can the report be emailed?
It is downloadable as a PDF and can be emailed from the product to the readers the owner has granted access to, with the one pager as a separate attachment if wanted.
Can I change the order of the pages?
No. The fixed order is the point. Readers learn where each figure lives. The Portfolio plan allows a custom format for the board and lender one pager only.
What does an owner's rep send to each client?
The same report, generated per project, per owner. The rep's portfolio view is separate and is not included in any single owner's report.
Next and previous
Previous module: Shared savings. Next module: GMP baseline. Or read how the eight fit together.
See the monthly owner report on a project like yours.
Thirty minutes. We open the fictional project, walk the monthly owner report, and show the page of the monthly report it produces.