Financial report
Budget vs actual, full-year outlook, run rate, variance by cost line and team, a budget-to-actual bridge and a financial pack PDF.
Open it on sample data →By role / Finance
Finance controller / CFO officeReportInSite for finance controllers and the CFO office
“Are we on budget, and where will the year land?”
Month-end packs usually mean copying finance-system exports into a spreadsheet and rebuilding the same charts. ReportInSite reads the export and produces the budget-vs-actual view, the full-year outlook and the variance detail in one place.
The reports that answer it
Steering scorecard
Targets on every metric, red / amber / green status, trends, and the steering pack and executive one-pager PDFs.
Open it on sample data →Magic report
Any table becomes an instant report, with an optional AI narrative for signed-in accounts.
Open it →For the full financial report, import a budget-vs-actual export with one row per cost line per month. The Playbook explains the layout in section 7.
Where the data usually comes from
These recipes are the usual starting points. Each one has export steps, a sample query and sample data to try first.
| Recipe | Feeds |
|---|---|
| Opex Variance report from Xero / MYOB / SAP / Excel | Financial › Opex Variance |
| Cost Recharge Variance report from a finance spreadsheet | Financial › Cost Recharge Variance |
| Utilisation & Capacity report from Harvest / Tempo / Clockify | DevOps & Culture › Utilisation & Capacity |
Anything else that exports a table works too, through the custom mapper or a Magic report. See all reports or Data from any app in the Playbook.
Your data stays with you
ReportInSite runs in your browser. Files are read on your device and reports are not uploaded. See Security & data.
Other roles
PMO & steering committeeExecutivePortfolio managerEngineering managerOps & service leadDelivery lead & scrum master
Free to start. Nothing to install.