Reporting

Share your work in any format

Share your work with stakeholders in their preferred format, whether it's direct access, PDFs or Excel exports.

Export options on a financial dashboard showing the ability to export data as an Excel file or download as a PDF. Sections include revenue & gross margin, profit and loss, and balance sheet. The interface allows for exporting financial models for internal and external stakeholders.

Avoid manually creating reports for every request

Maintaining a presentation template alongside your financial model? Say goodbye to manually updating reports when stakeholders request new information.

How it works

Tailored reports for every stakeholder

Icon depicting a line graph with an upward trend, symbolizing data analysis, performance tracking, or financial growth.

Live-updated charts

Visualize your KPIs with charts that update automatically as you continue developing your financial model.

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Download as PDF

Generate PDF reports inspired by top companies’ annual report layouts, and make them your own.

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Export to Excel

Not all stakeholders are visionaries. Banks, investors, or alike usually just want an Excel export. Delight them.

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Allow direct access

Instead of manually sharing reports, give your key stakeholders direct access to your financial model.

"With Francis, we're now better equipped to aid management in making informed decisions and navigating challenges."

Andreas Glenvig, Chief Financial Officer at SYBO Gamesy

Management reporting
Icon depicting a line graph with an upward trend, symbolizing data analysis, performance tracking, or financial growth.

Live-updated charts

Leverage live-updated charts to visualize key metrics in your model. Charts can be configured to include different versions of your financial model, allowing you to easily compare plans over time.

Financial dashboard showing executive summary charts for revenue and direct costs, with lines representing budget, actuals, and forecast data over time in 2024.
Icon of a document with text lines, symbolizing a report, file, or written content.

Download as PDF

Create management reports that automatically update with your financial model, enabling you to summarize charts, plans, and analyses. You can customize PDF reports to reflect your brand.

Consolidated Profit and Loss (P&L) statement table displaying monthly financial data for a company. The table includes columns for revenue, direct costs, gross profit, operating costs, EBITDA, profit before tax, tax expenses, and net profit for the year 2024. The table also highlights key financial metrics such as gross margin and profit margin percentages.
Icon representing a download action, with an arrow pointing down into a tray, symbolizing file or data downloading.

Export to Excel

You'll occasionally need to share your financials with banks, investors and board members who prefer spreadsheets. Because Francis works like one, you can easily export your work to Excel.

Financial modeling dashboard displaying a forecast timeline from January 2024 to December 2024, with options to download the financial model as a PDF or export it to Excel. A notification indicates the successful export of the 2024 financial model as an Excel workbook.
Icon representing user addition, with a person silhouette and a plus sign, symbolizing adding a new user or member.

Allow direct access

Instead of manually sharing reports, invite your team to collaborate directly in Francis as viewers. Users can then analyze and inspect numbers independently without making accidental changes.

Team collaboration dashboard for Francis Inc., showing user roles and permissions for Lars Anderson (Admin), Mia Jensen (Editor), and Eric Harman (Viewer, pending invitation). Includes options to invite team members by email and displays consolidated P&L and balance sheet tabs for different departments like Sales, Marketing, and Operations.

FAQ

Feel free to contact us if you have other questions.

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How are PDF reports customized?

First, you decide which charts and sheets to include in the report. Second, the PDF report includes the detail level (which groups are closed, the date range, etc.) you’ve set have at the time of generation. Third, you can customize the style to your brand.

What permissions do Viewers have?

Viewers have full access to all models within the organization. Unlike Admins and Editors, Viewers can only view existing work and cannot make any changes. They can access features like downloading reports and viewing transaction details but are not permitted to alter models in any way.

Who is typically assigned Viewer rights?

Management, board members, and department heads are sometimes assigned viewer rights when they’re allowed to see the entire model. That way, they can stay oriented while you eliminate the risk of unintended changes. Some finance teams prefer to manage the information flow and share reports through PDFs instead.

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