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Produce the monthly report

Every number is already collected. You are only choosing a shape.

About 5 minutes · 4 steps

  1. 1

    Open Reports and choose the client and the period.

  2. 2

    Pick a template.

    Executive, detailed, technical, or a stakeholder variant — same data, different framing.

  3. 3

    Review the summary and edit it.

    Numbers come from the database. Only the wording is AI-written, and only if you connected AI.

  4. 4

    Export the PDF, or send a portal link so the client sees it live.

What this uses

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