Reports

The Reports section is where your agency shares periodic progress reports with you. These reports summarize what’s been done, highlight key metrics, and give you a clear picture of how your projects are progressing.

Go to Sidebar → Reports to get here.

What Are Reports?

Reports are documents your agency creates at regular intervals to keep you informed. They can be:

• Weekly — A quick summary of what happened this week
• Monthly — A broader look at the month’s progress
• Quarterly — A high-level overview of the past three months

Each report is tied to a specific project, so you know exactly which project it’s about.

Viewing Reports

Reports List

When you open the Reports page, you’ll see your reports grouped by project. This makes it easy to find reports for a specific project without scrolling through everything.

Each report in the list shows:

• Report title
• Report type (Weekly, Monthly, Quarterly)
• Date it was created
• Project name it belongs to

Reading a Report

Click on any report to open it. A full report typically includes:

Summary Section

A brief overview of the report period — what was accomplished, what’s in progress, and any important notes.

Key Metrics

Numbers and statistics that show measurable progress. Each metric includes:

• Metric name (e.g., “Tasks Completed”, “Hours Logged”, “Budget Used”)
• Value (the actual number)
• Trend — Whether this metric went up, down, or stayed the same compared to the previous period

Detailed Sections

Longer write-ups that go deeper into specific topics. Your agency might include sections about design progress, development updates, upcoming plans, or anything else relevant to your project.