Reports

Reports let you share project progress, metrics, and insights with your clients. You can create weekly, monthly, quarterly, or custom reports, write up summaries, add key metrics, and publish them so clients can see them in their portal.

Go to Sidebar → Reports to get started.

Report List

The main Reports page shows all your reports with summary cards, filters, and a table.

Summary Cards

At the top, you’ll see five summary cards:

Filter Buttons

Below the summary cards, there are three filter buttons:

• All — Show all reports
• Published — Show only published reports
• Draft — Show only draft reports

Search

A search bar lets you find reports by title or client name.

Report Table

The table shows all reports with these columns:

Click on any report to open its detail page.

If you have no reports yet, you’ll see an empty state with a helpful message and a button to create your first report.

Pagination

If you have more than 20 reports, use the Previous/Next buttons at the bottom to navigate pages.

Creating a Report

Click the New Report button in the top-right corner to open the report creation form.

Basic Information

• Title (required) — Give your report a descriptive name (e.g., “January 2026 Monthly Report” or “Sprint 5 Weekly Update”).
• Client (required) — Select which client this report is for.
• Project (optional) — Optionally link the report to a specific project. When you select a client, the project dropdown populates with that client’s projects.
• Report Type — Choose the type:
  • Weekly — For weekly progress updates
  • Monthly — For monthly summaries
  • Quarterly — For quarterly reviews
  • Custom — For anything that doesn’t fit the standard types

Period

• Period Start (required) — The start date of the reporting period.
• Period End (required) — The end date of the reporting period.

Content

This is where you write the actual report. There are three content sections:

Summary

A text area where you can write an overview of the reporting period. This is typically a few paragraphs covering what was accomplished, any blockers, and what’s planned next.

Metrics

Key numbers that tell the story at a glance. For each metric, you enter:

• Label — What the metric measures (e.g., “Tasks Completed”, “Revenue”, “Bug Fixes”)
• Value — The actual number or value (e.g., “24”, “$12,500”, “98%”)
• Change — How the metric changed from the previous period (e.g., “+15%”, “-3”, “No change”)

Click Add Metric to add more rows. Click the trash icon to remove a metric.

Sections

For longer, detailed content, you can add sections. Each section has:

• Title — The section heading (e.g., “Design Progress”, “Development Updates”, “Next Steps”)
• Body — The detailed content for that section

Click Add Section to add more. Click the trash icon to remove a section.

Visibility and Publishing

At the bottom of the form, there are two toggles:

• Visible to Client — When enabled, the client can see this report in their portal (but only if it’s also published).
• Publish Now — When enabled, the report is published immediately. When disabled, it’s saved as a draft.

Click Create Report to save.

Report Detail Page

When you open a report, you’ll see the full report content along with management options.

Header

At the top:

• Back arrow to return to the report list
• Report title
• Type badge (Weekly, Monthly, etc.)
• Status badge (Published or Draft)
• Action buttons: Edit, Publish/Unpublish, Delete

Meta Cards

Below the header, you’ll see info cards showing:

• Client — Which client the report is for
• Period — The date range covered
• Created / Updated — When the report was created and last modified
• Visibility — Whether the client can see this report

Content Display

The report content is rendered in a clean, readable format:

• Summary — Shown as formatted paragraphs at the top
• Metrics — Displayed as a grid of cards, each showing the label, value, and change indicator
• Sections — Each section appears with its title as a heading and the body as formatted text

Actions

From the detail page, you can:

• Edit — Opens the report in the edit form to make changes
• Publish / Unpublish — Toggle the report’s published state
• Delete — Permanently remove the report (with a confirmation dialog)

Publishing Reports

Reports have two states: Draft and Published.

Draft Reports

• Saved but not published
• Only visible to your agency team
• The client cannot see draft reports, even if “Visible to Client” is enabled
• Shown with a yellow “Draft” badge in the table

Published Reports

• Published and live
• If “Visible to Client” is also enabled, the client can see the report in their portal under their Reports section
• Shown with a green “Published” badge in the table

How to publish

You can publish a report in two ways:

1. During creation — Toggle “Publish Now” when creating the report
2. After creation — Open the report detail page and click the Publish button

How to unpublish

If you need to take a published report offline (maybe you spotted an error), open the report detail page and click Unpublish. The report goes back to draft status and is no longer visible to the client.