Startup plan and above. Off by default — enable under Settings → Modules.
Cadence
Set how often a project should produce a report. The draft is prepared for you
on that schedule.
Review before it goes
A drafted report is a first draft, not a send. It’s assembled from your
data but it hasn’t judged what a client should hear. Read and edit it before
approving — that step is deliberate and can’t be skipped.
What goes into one
Completed work in the period, what’s planned next, blockers and risks, and
budget or delivery signals where those modules are on.
Reporter vs. portal
The reporter pushes a summary on a cadence. The
Client Portal lets a client pull progress whenever they
want. Many teams run both.