Leadership walkthrough · Chapter 8 of 8

Reporting and oversight

Two weeks in. Nobody has written a status email. The weekly status writes itself from what the team did, Ravi checks and publishes it, Asha sends the client one deck for both projects, and the dashboard and Portfolio show Asha where to look first.

The weekly status: generated, checked, published

1. Set the schedule once. In the project, Reports›Report settings›Reporting schedule: the weekday the week breaks on, the time and the time zone. Turn on automatic generation and the report is ready when people open the page.
2. The report is built from what moved. Only work created, changed, completed, commented on, logged against or blocked in the period appears, grouped by workstream. The figures are computed; AI writes the highlights and each person's lines.
3. The team checks it as a draft. Members correct their own lines and the release details. Nobody outside the project sees a draft.
4. A lead, or a manager of the account, publishes it. Ravi chooses Publish. From then on Daniel, the Portfolio and shared decks show it. Withdraw takes it back to a draft.

A report has an executive overview, delivery progress, each workstream with its main work items and release, team outcomes and blockers. Above it, a strip shows the project's milestones: how many are open, by health, and the next few.

One deck for the client

1. Present opens any project's report as a full-screen deck that works from the keyboard.
2. Export gives a PDF report, a PowerPoint deck or an Excel workbook, in the chosen theme.
3. Share this deck makes a public link: set the Deck title, Subtitle, Presenter and how long the Link works for. The client opens it without signing in. It always reads the latest published reports, so corrections still show. Withdraw link stops it at once.

The delivery report: what was promised, for stakeholders

The weekly status says what the team did. A delivery report says where a project stands against what was promised, over a period Asha chooses: a month, a quarter. It is written for the client's sponsor or an executive.

1. Open the project's Reports › Delivery reports and choose New report. It asks only for the period.
2. The facts fill themselves in. Health with its reasons, milestones against baselines, releases, the published weekly status and blockers, staffing for the next four weeks, hours logged and the billable share.
3. Write the content, section by section. The status called (On track, At risk, Off track) and why, a summary, achievements, risks with owners, decisions needed, and the next period's plan. Draft with AI proposes each section from the facts; nothing goes in until Use is chosen.
4. Publish. Each publish is a numbered revision kept on record. Then PDF downloads it, or Share makes a link that works for 7 to 90 days.

For the whole client, Asha writes an account report under Accounts›Northwind Retail›Reports. It is drafted from the projects' own published reports, worst first.

Where Asha looks first

What Daniel sees

Daniel, the account Viewer, opens a dashboard of Northwind Retail's health, milestones and releases, and Portfolio›Weekly status lists every project's latest published status, read only. Daniel never sees a draft, a work item or a rate.

For a one-page answer to "who can do this?", see Who does what. For any single feature in depth, see the User guide.