Monthly Reporting

Generate P&L Reports for All Entities

The Script

#!/bin/bash
# monthly-pl-reports.sh

MONTH="2026-01"
OUTPUT_DIR="./reports/$MONTH"

mkdir -p "$OUTPUT_DIR"

entities=$(kick entities list --format=json | jq -r '.[].name')

for entity in $entities; do
  echo "Generating P&L for $entity..."
  
  kick reports pl \
    --entity="$entity" \
    --period="$MONTH" \
    --format=pdf \
    > "$OUTPUT_DIR/pl-${entity// /-}-${MONTH}.pdf"
  
  echo "✓ Saved to $OUTPUT_DIR/pl-${entity// /-}-${MONTH}.pdf"
done

echo "All reports generated in $OUTPUT_DIR"

How to Customize

• Change MONTH to the period you want to report on

• Change --format=pdf to --format=json or --format=csv

• Add filtering: kick entities list --filter="status=active"

What It Outputs

• One PDF file per entity in ./reports/YYYY-MM/

• Filename format: pl-Entity-Name-2026-01.pdf

Email Reports to Clients Automatically

The Script

#!/bin/bash
# email-monthly-reports.sh

MONTH="2026-01"
REPORTS_DIR="./reports/$MONTH"
CONTACTS_FILE="./client-contacts.csv"

while IFS=, read -r entity email contact; do
  report_file="$REPORTS_DIR/pl-${entity// /-}-${MONTH}.pdf"
  
  if [ -f "$report_file" ]; then
    echo "Emailing report for $entity to $email..."
    
    echo "Hi $contact, please find attached your P&L report for $MONTH." | \
      mail -s "P&L Report - $entity - $MONTH" \
      -a "$report_file" \
      "$email"
    
    echo "✓ Sent to $email"
  else
    echo "⚠️  Report not found for $entity"
  fi
done < "$CONTACTS_FILE"

How to Customize

• Replace mail command with your email service

• Adjust email subject and body text

• Add CC/BCC recipients

What It Outputs

• Sends one email per entity with PDF attached

• Console output shows which emails were sent

Compare Month-Over-Month Revenue

The Script

#!/bin/bash
# mom-revenue-comparison.sh

CURRENT_MONTH="2026-02"
PREVIOUS_MONTH="2026-01"

echo "Entity,Current Month Revenue,Previous Month Revenue,Change %"

for entity in $(kick entities list --format=json | jq -r '.[].name'); do
  current=$(kick reports pl \
    --entity="$entity" \
    --period="$CURRENT_MONTH" \
    --format=json | jq -r '.total_revenue')
  
  previous=$(kick reports pl \
    --entity="$entity" \
    --period="$PREVIOUS_MONTH" \
    --format=json | jq -r '.total_revenue')
  
  if [ "$previous" != "0" ]; then
    change=$(echo "scale=2; (($current - $previous) / $previous) * 100" | bc)
  else
    change="N/A"
  fi
  
  echo "$entity,$current,$previous,$change%"
done

How to Customize

• Change comparison periods

• Add thresholds to flag significant changes

• Compare expenses instead of revenue

What It Outputs

Entity,Current Month Revenue,Previous Month Revenue,Change %
ACME Corp,125000.00,110000.00,13.64%