Reports & the client portal
Generate client reports built from the opportunity → action → change → outcome trace, and give clients a read-only portal to follow progress, approvals and results.
Reports
- 1
Generate a report
From the Clients screen or the Reports queue, choose Generate report for a project. Generation runs in the background.
- 2
Review
The report queue shows status. Open a finished report to review it before it's shared.
- 3
Share
Reports are shared into the client portal, where the client can read them and leave comments.
Reports draw their narrative from the pipeline — which action targeted which metric, when the baseline was captured, whether validation passed, and what the outcome was — alongside the GA / GSC / PageSpeed summaries.
The client portal
Each project has a client-facing portal. When you create a project, the contact email gets a secure invitation — no temporary password. Portal users get a read-only view:
- Progress on the pipeline and what's been done.
- Reports, with the ability to comment.
- Approvals and outcomes in plain language.
The client portal showing progress, a shared report and a comment thread
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