Generate monthly reports

Prepare the monthly management report for June so directors can review Monday morning. Pull revenue by product from Sheet Revenue_June and costs from Sheet Cost_June, calculate month-over-month change and a three-month moving average for sales, place the key figures on a single printable sheet named June_Report, and make sure page breaks put the executive summary on page one.

Before I send this to the execs, make the report quick to scan. Put the headlines—total revenue, gross margin, and variance to budget—at the top, make the variance red or green, add a one-line explanation for any variance over 5 percent, and hide raw data sheets so reviewers focus on the analysis.

I built the June_Report and it shows revenue down 12% month-over-month. Procurement says there were delayed shipments, but sales disputes the extent. I don't know if the decline is data error, a timing issue, or real demand change. Which checks should I run first tonight to diagnose the cause and what should I recommend to the director for Monday's meeting?

Every month-end I race to assemble reports, then spend a day fixing surprises from inconsistent source pulls and late adjustments. It costs me nights and damages trust. What single process habit should I adopt — like a frozen cut-off time for inputs, a standard pivot template, or a preflight checklist — that will most reduce late fixes and restore credibility?