Building a client report

Client reports present a campaign's results in a format designed for the client to scan, rather than a submissions table. A report is built from approved submissions only — anything pending, rejected, or awaiting changes is excluded automatically.

Create a new report

1. 1
   Open Reports from the sidebar.
2. 2
   Click New report.
3. 3
   Pick the campaign.
4. 4
   Choose a date range or leave the default (full campaign).
5. 5
   Optionally filter by store list or region.
6. 6
   Click Generate.

Generation takes a few seconds. The report opens as soon as it is ready.

What a report contains

• A summary with headline stats: calls completed, compliance rate, average ratings.
• A chart section with the results broken down per store or per week.
• A submission gallery with the photos and notes, filterable by store and staff member.
• A weekly briefs row linking to the briefs the staff worked from.

Sharing with a client

Every report has a shareable client link. You can:

• Publish it directly — the client sees it in their portal under Reports.
• Export to PDF for a static snapshot.
• Copy an external link with an expiry date for stakeholders who don't have portal access.