Agencies, consultants, and bookkeepers lose hours every week assembling client reports — pulling numbers from one place, pasting them into another, and writing the same summary three different ways. This portal, built with Taskade Genesis, turns that routine into something that runs on its own: the numbers are compiled on schedule, the summary is drafted for you, and every client sees a clean, current report in one place.
What's Included
Client report hub: every client's metrics, milestones, and deliverables in one organized workspace — no more hunting through folders before a call.
AI report analyst: ask plain questions like "which client is trending down this month?" or "what changed since the last report?" and get answers from your real data. Shape its voice with a custom agent.
Scheduled report runs: an automation compiles the week's numbers and drafts the summary before you sit down — no manual kickoff needed.
Client-safe sharing: clients see polished reports, not your internal notes. Permissions control exactly who sees what.
Report history: every past report stays archived, so "how did Q1 compare?" takes seconds, not a spreadsheet dig.
How To Use
Clone this app into your workspace.
Add your clients and point each one at the projects or data they care about.
Set the trigger for your reporting cadence — weekly, monthly, or both.
Review the AI-drafted summary, make it yours, and share the portal link.
Reports go out on time, every time — and your Friday afternoons come back.
Want to see more reporting systems people have built? Browse the Community Gallery for live examples you can clone in one click.