One month of client reports.
What reporting looks like when your product generates, sends and tracks every PDF.
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1 Nov1 Nov06:00
Your product writes the reports.
Your monthly job turns each client’s numbers into a report from your own HTML template — one API call per client, 120 PDFs before anyone is at their desk.Monthly reports 120 of 120 generatedBrightside Dental — October.pdfPatel & Co — October.pdfLumen Clinics — October.pdf+ 117 more -
1 Nov1 Nov06:05
Branded and stamped on the way.
Each report gets your cover page merged in front and a watermark with the client’s name on every page — done by the same API, not by another tool.Report · page 2 Brightside Dental — October.pdfCover page merged Watermark added -
1 Nov1 Nov07:00
Every client gets their own link.
Instead of attaching 120 files, your product sends each client contact a link to their report. Nothing to download first, and every read is tied to the right person.Recipient links October reportsEActiveActiveElla NovakBrightside DentalRActiveActiveRaj PatelPatel & CoMActiveActiveMia LaurentLumen Clinics -
3 Nov3 Nov14:20
Your own app shows who read it.
The reads flow back into your product. Next to every client in your own dashboard, your account managers see whether this month’s report was read — and how far.Clients · in your product October reportBReadReadBrightside DentalRead all 9 pagesPOpenedOpenedPatel & CoStopped on page 3LNot openedNot openedLumen ClinicsNot opened yet -
10 Nov10 Nov09:00
An AI agent finds the quiet accounts.
Ten days in, your team asks their AI assistant, connected over MCP, a plain question. The answer becomes this morning’s call list.Your AI assistantWhich clients haven’t opened their October report?14 of 120 haven’t opened it yet — among them Lumen Clinics, Harbor Physio and Oakline Vets.