Report designs
Client reports built from blocks: drag in the pieces, set each one up, see it on a real client. A design works for every client, and a report plan or schedule can send it.
| Design | Blocks | Sent by | Changed | |
|---|---|---|---|---|
| Quarterly review Three months in one, for the quarterly call | 10 | Nothing yet | 3 hours ago |
New design
How it works
- Every block draws on data the portal already has: the monthly review, the checks, the detail reports, licences and this month's commentary.
- A block with nothing to show for a client is left out of their report, so one design fits every client.
- To send a design, tick it in a report plan (Month-end → Report plans) or a client's email schedule. It goes as a PDF.