Reports

Generate and publish a client report.

Use reports to turn project data into a written client update, edit the draft, and publish it to the client portal.

Updated May 2026

Start the report wizard

The report wizard walks through choosing a client and a source for the report content.

Open the Reports workspace and start a new report.
Select the client the report is for.
Choose a source: Instant, Guided, or Upload.
Continue to the source configuration step.

Provide the source data

Instant reports take pasted notes or data, Guided reports collect structured input by report type, and Upload reports take a file with optional instructions.

For an Instant report, paste your data, notes, or updates.
For a Guided report, pick a report type such as Performance or Content and fill in the prompts.
For an Upload report, attach a file and add any extra instructions.
Run the wizard to generate the draft.

Edit and regenerate

A generated report opens in the editor as a Draft, where you can revise the content or re-run generation with new instructions.

Review the generated content and summary in the editor.
Edit the report text directly where needed.
Use Regenerate to re-run the AI with added instructions.
Keep editing until the draft reads correctly.

Publish to the portal

Publishing changes the report status to Published and makes it visible on the client portal.

Open the report you want to share in the editor.
Confirm the content is final.
Publish the report to the client portal.
Verify the status shows Published.

Notes

Regenerating a report reuses its stored source, report type, and raw data, and replaces the existing content and summary in place rather than creating a new report.