> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/news/2026/2026-11-09-roll-up-reports.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

## What's new

- **Roll-up reports.** `Data reports` now has a built-in `Roll-up reports` page. Define a roll-up
  for a Program, chosen Funding Rounds or every round, over a period you choose, with the
  indicators you want. See
  [Report on a portfolio by source of funds with roll-up reports](/administrator/reports/roll-up-reports).
- **One report for each funder.** Each version makes a portfolio report of every grant in the
  scope, one report for each source of funds the grants are attributed to, and a reconciliation.
  Each report is a PDF in the document layout you choose and an XLSX of its figures.
- **Every grant counted once.** A grant appears once in each report, however many Milestones,
  indicators or quarters it has in the period. In a source's report, its payments and indicator
  actuals are apportioned by its share, beside the whole figure and the share. Percentage
  indicators are averaged, never apportioned.
- **The figures add up.** The reconciliation shows, for money and each indicator, the source
  reports plus the `Unattributed` remainder equal to the portfolio. A run that doesn't reconcile
  stores nothing and shows why it failed.
- **Quarterly reports carried whole.** Optionally include the finalised quarterly reports of the
  grants' linked projects, carried whole with each source's share stated.
- **Finalise and regenerate.** `Finalise` freezes a version's documents. `Regenerate` makes the
  next version, and every earlier version stays downloadable. Backed never sends anything to a
  funder: you download the documents and share them yourself.