Reports: summaries, insights and charts

Studio → Reports makes a polished report you can edit, sign and send, in your house style.

• Account report — one account, QBR-style (period: last 90 or 30 days). Portfolio report — your whole book; it belongs to no account, so only you and Owners / Managers can open it.
• On Details, say what it should cover and for whom (Internal or Customer), and tick the charts and tables to include from your Clynto data (health, renewals, ARR, signals, support, adoption …). Each follows what you can see.
• Generate builds the charts first, then writes an executive summary, a section per theme with its charts, key insights and next steps. The charts are a snapshot "as of" today, so the PDF never changes under the reader.
• Every number in the text should come from the charts. Any figure that doesn't is listed above the Content step — check them before sending.

From your own files: in Analyse files, click Make a Studio report and the answers and charts become a Report instead of Clynto's data (see Analyse files below). Larry can also build a report or add a chart to one.