Reports
Due This Week
3
2 reports, 1 audit
Generated
7
This month
Sent to Clients
4
On time
Awaiting Review
2
Staff action needed
Report Queue
3 Due2 In Review
ReportTypeStatusActions
Weekly Intelligence — W10
All Clients · Mar 1–7
Weekly Due Today
Generate
Monthly Client Report
Bay Area HVAC · Feb
Monthly Due Today
Generate
ROI Report
Limo Los Gatos · Q1
ROI Due Friday
Generate
Google Ads Audit
Reyes Roofing · Full
Audit In Review
Preview
Send
Weekly Intelligence — W09
All Clients · Feb 22–28
Weekly Sent
View
PDF
Monthly Report — Jan
Bay Dental
Monthly Sent
View
PDF
Generate Report
Recent Deliverables
Weekly Intel W09 — Generated
Mar 7 · All Clients
Bay Dental Monthly — Sent
Mar 5 · Client portal
Limo Los Gatos Audit — Sent
Mar 3 · PDF delivered
Reyes Roofing Audit — In Review
Mar 2 · Awaiting approval