Reports
Reports is the scheduling and delivery hub for periodic communication. It covers everything from a Monday-morning portfolio summary to a quarterly executive brief.
Report types
| Type | Use | Default cadence |
|---|---|---|
| Period summary | Last week or last month rollup of one engagement or portfolio. | Weekly or monthly. |
| Executive brief | Cross-portfolio summary, top movers, top risks. | Monthly or quarterly. |
| QBR deck | Quarterly business review, slide-ready. | Quarterly. |
| Customer report | Shared via client portal. | Monthly. |
| One-off | Generated on demand. | n/a |
Lifecycle
| Status | Meaning |
|---|---|
| Draft | Generated, not yet finalised. |
| In review | Sent to a reviewer for sign-off. |
| Finalised | Locked, PDF rendered, ready to distribute. |
| Distributed | Sent through the configured channels. |
The draft to review to finalise to distribute flow follows the same autonomy and policies as any other automated output.
Editor
Reports open in a structured editor:
- Sections (title, summary text, charts, tables) you can drag to reorder.
- Live data binding: sections update if data changes, until the report is finalised.
- Manual edits: override anything DigitalCore wrote.
- Templates: start from a saved template, or save your own.
Distribution
When the report is finalised it is delivered through the notification channels set up for its audience. PDF copies are stored alongside the record so you can audit or resend.