Pull the month from the reporting warehouse, see exactly what changed against the month before, write the narrative with Copilot, approve it section by section, and publish a report your client can read in the browser.
Access is granted per client. Report content is not shared outside the account team until it is published.
Client monthly reporting portal
Use your organisation account. New to the portal? Signing in raises an access request for an administrator to approve.
Having trouble? Request access