Client report builder
Pick a client and a date range, press Start, and get the report as a page, a PDF and a share link.
What changes
Today
Staff pull numbers by hand into one-off dashboards with a fixed date range. Big pulls fail halfway, so a report means starting again.
With the automation
Every night the system collects fresh numbers from each source. A staff member picks the client and dates, and the report comes back in your template.
How it works
- Every night new data is collected from each source and stored.
- A staff member picks the client and a date range and presses Start.
- Every figure is worked out from the stored data, in your report template.
- The report comes back as a live page, a PDF and a share link that opens without a login.
Keep looking
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Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.