Client Report

The Client Report feature helps you create and share project progress updates with the client for a selected date range. It allows you to include important project details such as notes, attachments, schedule progress, task progress, workers, inventory, and weather information in one report.

How to Open Client Report

1. Go to Clients/Projects from the left-side menu.
2. Open the required project.
3. In the project menu, click Communication & Docs.
4. Select Client Report.

You will be redirected to the Client Report page, where all created client reports will be listed.

Client Report List Page

On the Client Report page, you can view the reports that are already created for the project.

The list will display the following details:

To create a new client report, click the + Create button from the top-right corner.

Select Report Date Range

After clicking + Create, a date range selection popup will be displayed.

You can select the report period using:

Custom Date Range

Choose the required From and To dates manually.

Quick Ranges

You can also select the report range quickly using the available options:

After selecting the required date range, click Create.

Create Client Report Form

Once the date range is selected, the Client Report creation page will be opened.

The report form contains the following sections:

Report Title

The report title will be automatically generated based on the selected date range.

Example:

Report (09/06/2026 - 10/06/2026)

Notes

Use the Notes section to add important project updates, remarks, or summary points that need to be shared with the client.

Example:

Work completed as per the planned schedule. Painting and electrical works are in progress. Material usage and task progress have been updated for client review.

Attachments

The Attachments section allows you to include project-related files or images in the client report.

This can be used for sharing:

Schedule Progress

The Schedule Progress section displays the selected project schedules and their progress details.

This helps the client understand which schedule activities are planned, ongoing, or completed.

Task Progress

The Task Progress section displays task-wise progress details from the project.

It can include:

Workers

The Workers section displays worker-related details included in the report.

This helps the client understand the manpower involvement for the selected report period.

Inventory

The Inventory section displays the materials used or tracked during the selected date range.

It can show details such as:

Example materials shown in the report can include ceiling tiles, copper wire, switches, plywood, and other project inventory items.

Include in Your Log Options

On the right side of the create report page, you can choose which sections should be included in the client report.

Available options include:

You can enable or disable these sections based on what needs to be shared with the client.

Final Step

After reviewing all the report details, click Create from the top-right corner.

Once created, the report will be added to the Client Report list page. From there, you can review and manage the created report.