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Publishing the monitoring report to the client

⏱ 5 min readUpdated on

The client never sees your work in progress: they see what you publish. Publishing the monitoring report freezes its figures and its PDF; the client finds them in their space, Monitoring and Documents tabs, and you see when they opened it.

What it is for

Step ⑤ Report of the Monitoring module has the layout of the plan's Report page: on the left, the Report contents and Share with the client; on the right, the preview of the PDF actually produced; top right, Download the Excel file and Download the PDF; below, The accountant’s note.

  • The monitoring report: one A4 page in the firm's theme, in the chosen Report language. It carries the ticked sections: The essentials in 4 figures (revenue, EBITDA and profit before tax year to date, cash at the end of the period, each against the plan), Your accountant's note, Income statement · plan and actual, Landing and advance payments, Cash. The Appendix · detailed variances — the flagged lines, account by account — is unticked by default; ticked, it adds a page. The open points of step ② are listed in it. The Excel file, a working document, stays complete, with live formulas.
  • The accountant's note: your text, saved automatically — the same as the Comment for the client of step ③. Suggest a draft writes factual sentences drawn from the monitoring figures, which you rewrite freely.
  • The publication: Publish the monitoring report sends exactly the preview's PDF and its figures to the client space. Also send by e-mail, ticked by default, sends “Your monitoring report is ready”, on behalf of the firm, without any figure.

Steps

  1. Open Monitoring, step ⑤ Report. Choose the Report language if it differs from the file's.
  2. In Report contents, tick or untick the sections: the preview updates, and the choice is kept with the file's monitoring.
  3. Write The accountant’s note, or click Suggest a draft and then rewrite it.
  4. Review the preview; Download the PDF or Download the Excel file to send them yourself.
  5. In Share with the client, leave Also send by e-mail ticked, or untick it; then click Publish the monitoring report and confirm with Publish. Publishing the same period again creates a new version; the old one remains.
  6. Under the button, each version states its trial balance, its date and its author, then “Viewed by … on …” once the client has opened it; the Trial balance history repeats it on the trial balance.

Worked example · Boulangerie Dupont SRL

The bakery's report at 31 August 2027 opens with the key figures, year to date and compared with the plan at the same date:

Key figuresActualPlanVariance%
Revenue136,800.00144,000.00-7,200.00-0.05%
EBITDA62,880.0072,080.00-9,200.00-0.13%
Profit before tax58,677.2367,877.23-9,200.00-0.14%
Cash (end of period)89,465.3898,665.38-9,200.00-0.09%

In her space, the bakery's director opens the Monitoring tab on her phone. At the top, Estimated profit for the financial year (before tax): €94,901.51, against €104,101.51 in the plan — the year-end forecast of the method used. Then the same 4 figures, the accountant's note, the upcoming tax payment and Download the report (PDF). The same PDF is in the file's Documents tab: “Monitoring report”, its version, and “New” until she has opened it. Everything comes from the publication: nothing is recalculated on the client's side.

Pitfalls

An internal note never goes out. Variance comments marked “Internal” go neither into the PDF, nor into the Excel file, nor into the client's space.
The note is only visible once published. Writing or rewriting the note changes nothing for the client until you publish.
Without e-mail, nobody is notified. With Also send by e-mail unticked, the publication appears in the client's space, marked “New”, but no e-mail goes out; the firm's log says “without e-mail”.
Nothing is published on its own. The monitoring settings say so: publication is done “Manually, at step ⑤ Report”. Confirming a trial balance publishes nothing; if no one at the client has access to the space yet, the publication will wait for them there.
Viewing is recorded in the space. “Viewed by … on …” records the client opening the Monitoring tab; the e-mail carries no tracking pixel.

What it changes · 2027

① Income statementThe plan does not change€0.00Publishing freezes a snapshot of the monitoring; the plan and the monitoring stay as they are.
② CashNo entry€0.00The report reads the monitoring; it writes nothing.
③ Balance sheetNo entry€0.00Each publication is kept, version after version, with its PDF.

Source

Fiplan convention (rapport.ts, publier_suivi): the publication is a snapshot — the figures shown and the PDF, produced by the same calculation, kept in private storage; the “Your monitoring report is ready” e-mail goes out on behalf of the firm, without figures, only if the box is ticked; the client sees the latest publication of each of their files in the Monitoring tab, and every report published in the Documents tab, for as long as their access is live.