> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/reports/checklist-reports.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

Ready for your reports to go live?

Ensure you've double checked the following:

1. Under `Report > Portfolio`, choose the `Taxonomy version` your grants are coded to and check the figures read as you expect.
2. Open the `Budget` report from `Data reports` and check each grant's committed and paid figures against your finance system.
3. Give your board its own view: `New Governance Dashboard` at the foot of the Dashboard's visualisations, shared with the board's admin group.
4. Set up your next decision meeting: `New meeting` under `Report > Meetings`.
5. Send the reports your managers read each month on a schedule: open the report, select `Schedule`, then `Save schedule`.


## See also

- [Portfolio](portfolio.md)
- [See committed, paid and remaining against each budget](budget-report.md)
- [Governance dashboards](governance-dashboards.md)
- [Run a meeting with an agenda, a pack and minutes](meetings.md)
- [Schedule a report](scheduled-reports.md)
- [Frequently asked questions about reports and exports](faq-reports.md)