Write a client report and share it by link or on their portal
Add sections by hand or generate with AI, attach a file, then show it on the client portal or share a link.
How it works
4 steps in YuktiBOS.
Where to find it: Reports.
- Create a report and choose the client.
- Add sections by hand or press Generate with AI; some drafts go for approval first.
- Attach a file if needed.
- Show it on the portal, share by link, or both. Hide it again whenever you want.
What you get
What comes out of it.
A report the client cannot see until you show it.
A private link.
Who it is for. Account managers.
You may also know this as: client report template, agency reporting, share report with client.
Related things you can do
More from Reports and deliverables
See it in a use case
Want to write a client report and share it by link or on their portal?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.