Business Reports

Studio → Business Reports writes a Business Report — Monthly, — Quarterly or — Custom period for up to 20 accounts at once. Pick a calendar month or quarter (or a date range); it is compared with the period before it — September with August, Q3 with Q2. A month or quarter that is still running is compared like for like: the same number of days into the previous period.

Under What should this report include? pick the sections you want — Executive summary, Health & risk, Renewals & revenue, Product adoption & usage, Support & tickets, Wins & milestones, Open risks & mitigation, Next-period goals, Stakeholder map, What's new & coming — and add your own. Every number comes from the account's real data; a section with no data for the period is left out rather than padded.

What's new & coming takes one item per line under Shipped and Coming next, with links, and shows them as two columns in the report exactly as you typed them.

The report is built in the background, so you can keep working. If the AI part fails, every number is still there and the text falls back to plain factual sentences. On the result page, Edit, Download PDF, Send as email and Past reports sit in the panel on the right; Back returns to wherever you came from. Studio also has Proposals, NDAs, Contracts, Reports and Analyse files (see below); Presentations are coming soon.