Working With CFO Narratives In Beam Machine

This page shows you how to review management-commentary drafts in the current CFO narrative route.

Product: Beam Machine
Module: Reporting -> CFO Narrative Generator
Role: Financial Controller, CFO, Reviewer
Difficulty: Intermediate
Time: 5 minutes
Last Updated: 2026-03-10
Version: Current live reporting route in this repo

Before You Start

• You should know this route is currently a draft-review view, not a complete editorial workflow manual.
• If you need the underlying numbers first, use ./01-running-financial-reports.md and ./04-reviewing-executive-summary.md.

What is this page?

This route lists CFO narrative drafts and their status.

The current status flow visible on the page is:

• draft
• in review
• approved
• exported

When do you use this?

Use this page when you need to see whether a narrative draft already exists and what state it is in.

Where do you find it?

Primary path: Reporting -> CFO Narrative Generator

How do you use it?

1. Open Reporting -> CFO Narrative Generator.
2. Review the summary cards for total drafts and status counts.
3. Review the table of narrative drafts.
4. Confirm the narrative title, type, period, status, and created date.

Common Questions & Issues

"I expected a full writer/editor workflow"

Why this happens: The route is currently centered on draft visibility and status, not a full end-to-end drafting studio in the visible UI.

Fix: Document and use it as a draft-tracking page unless your environment proves additional workflow controls.

What's Next

• Reviewing the Executive Summary
• Reviewing Benchmark Reports

Related Pages

• ./06-using-kpi-dashboard.md
• ../99-functionality-gap-map.md
• ../modules/07-working-in-reporting-and-group.md

Still Stuck?

• Search the help centre
• Check the route in ../98-screen-map.md
• Contact support: support@veva.co.za

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