Operations
Reporting Hub
Generate, review, approve, and send performance reports to clients.
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Step 1
Generate
Pull live data, create draft
Step 2
Review & Approve
Read the report, approve it
Step 3
Send to Client
Enter email, confirm send
🕐 Auto-generates every Monday 8AM UTC (weekly) and 1st of month (monthly)
Per-Client Report Schedules
Delivery Schedule
Configure which clients get weekly and/or monthly reports, and on which day.
WeeklyMonthly