# Monthly Reporting

<details>

<summary><strong>Generate P&#x26;L Reports for All Entities</strong></summary>

**The Script**

bash

```bash
#!/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`

</details>

<details>

<summary><strong>Email Reports to Clients Automatically</strong></summary>

**The Script**

bash

```bash
#!/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

</details>

<details>

<summary><strong>Compare Month-Over-Month Revenue</strong></summary>

**The Script**

bash

```bash
#!/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%
```

</details>


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