Executive reports.
A plain-English update for a client's leadership, written by AI from the work itself, sent as a branded email.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
Reporting › Northwind Health
Executive reports
Weekly update
A strong week: the intake form is live and saving the front desk an hour a day.
9
Completed
4
In progress
0
Late
31h
Hours
Completed
- •Patient intake form launched
- •Brand guidelines v3 delivered
Needs attention
- •Brand fonts needed to finish the landing page
Coming up
- •Appointment reminder texts
- •Landing page review on Thursday
How it works.
AI reads the period
Every task's status, owner, dates and the comments made.
Writes it plainly
What got done, what's moving, what needs attention — no jargon.
Sends on schedule
Weekly or month-end, by itself or after your review.
What you get
- Talking points their executive can walk through, each with the facts behind it
- A private report page, no sign-in, with a Present mode that turns it into a deck
- Highlight cards for the big features you tick in ClickUp
- Lists the tasks it came from; Regenerate after a change
- End of week and month-end, sending itself or waiting for your review
More in knowing where things stand.
All features →Reporting
How the work is moving over any period: done, created, on time, cycle time, late — by person or company.
Excel & PDF export
Whatever you're looking at, with your filters on, as an Excel workbook or a PDF ready to send.
Hours & cost
For billing by the hour: hours and what they're worth by company, week and category, against each cap.