Feature 6 of 8 · Reports
Status & Delivery Reports
Two reports, two audiences. The weekly status writes itself from what the team actually did. The delivery report says where a project or a whole account stands against what was promised, for a client sponsor or an executive. Both are drafts until someone publishes them, and both can be shared by link.
The weekly status
A report only counts work that actually moved in the period: created, changed, completed, commented on, logged against, or blocked. An item that has sat "in progress" untouched for weeks does not reappear as this week's work. The figures are computed from those items; AI writes the highlights and each person's lines around them. The numbers never come from the model.
Generate
On a schedule, or on demand
Choose the weekday, time and time zone the week closes on, and the report is ready when people open it. Any period can be generated by hand.
Check
A draft the team corrects
Members fix their own lines and release details. Nobody outside the project sees a draft.
Publish
One deliberate step
A project lead, or a manager of its account, publishes the week. Only then do account viewers, the Portfolio and shared decks show it.
Shape
Arrange it once, keep it weekly
Order and hide workstreams, skip idle ones, add manual workstreams for work tracked elsewhere. Choices carry into every later report and export.
Present
A full-screen deck in one click
Every slide scales to the screen and works from the keyboard. A watchlist appears only when a workstream has blockers.
Combine
Every project in one file
Under Portfolio › Weekly status, select and order projects, then export one PDF, PowerPoint or Excel file, or share one public deck.
| Section | Shows |
|---|---|
| Executive overview | The headline for the period. |
| Delivery progress | Story points originally estimated and remaining. |
| Workstreams | Each workstream's main work items, linked work, status and release, filled from the project's own releases. |
| Team outcomes | Who did what, from the people who actually acted on the work. |
| Blockers | What is stuck, and where. |
A strip above the report shows the project's milestones: how many are open, by health, and the next few. The report says what moved; the strip says whether the dates hold.
The delivery report
Written for a period the manager chooses, and kept as two things apart:
Facts
Taken from the system
Health with reasons, milestones against baselines, releases shipped and planned, the published weekly status and its blockers, staffing for four weeks, hours logged and the billable share. Nothing here is typed.
Content
Written by the manager
The status they call and why, a summary, achievements, risks with owners and mitigations, decisions needed from the reader, and the next period's plan. Draft with AI proposes each section from the facts; nothing goes in until accepted.
- Every publish is a numbered revision. Readers see the latest and can open earlier ones; a published report can't be deleted, which is the audit trail.
- Since last report opens each new report with what moved since the previous one: status, health, milestones, releases, staffing, blockers and hours.
- An account report covers the whole client, drafted from its projects' own published reports, worst first.
- Sending it out: a PDF of the revision, or a public link that works for 7 to 90 days and opens nothing while the report is withdrawn.
Sharing safely
A public link (a weekly deck or a delivery report) works without signing in, until it expires or is withdrawn. It always reads the latest published version, so corrections still show. Active links lists what has been shared, and withdrawing one stops it at once. An unknown, expired or withdrawn link shows a plain page that reveals nothing.
Why it matters for leadership
- Hours back for leads every week, with no copy-paste reporting.
- Consistent reporting across every project and client.
- Client-ready output, shared safely and withdrawn when needed, with every published word on record.
Step by step: Weekly status and Delivery reports in the User guide.