Client Reports
Polished, professional deliverables compiled automatically from your project data and sent to stakeholders on a weekly or monthly cadence.
Key Features
From daily field data to polished client deliverable — automated compilation with human curation.
Auto-Compiled Content
Data from approved daily logs and analytics — manpower, work, delays, progress, punch status, inspection pass rates — is pulled in automatically. No re-typing.
10 Configurable Sections
Executive Summary, Progress, Inspections, Punch List, Materials, Manpower, Delays, Safety, Weather, Photos — include, exclude, or reorder each section.
Three Detail Levels
Set each section to Summary (numbers only), Standard (metrics + charts), or Detailed (full breakdown with tables and trends). Control how much the client sees.
Share with One Link
Finalize and share via a branded, read-only link — no login required. Recipients see a polished web page on any device. Full sent history kept for your records.
How it works
Three steps from project data to delivered client report.
System auto-compiles the data
Click New Report, select Weekly, Monthly, or Custom date range. The system pulls data from approved daily logs and analytics — manpower totals, work summaries, delay logs, progress stats, punch list status, and inspection results.
PM customizes and curates
Review auto-generated sections. Write narrative commentary for the Executive Summary. Curate site photos — pick the best shots from daily logs and add captions. Show or hide sections, adjust detail levels, reorder as needed.
Finalize and send
Click Send. The report is finalized and recipients receive a shared link to a polished, branded read-only view. The report moves to the Sent archive automatically with full delivery history.
Why switch from PowerPoint decks?
Most PMs spend hours each week assembling client updates manually. Here's what changes.
The old way
- Open a PowerPoint template, manually pull numbers from five different spreadsheets, re-type progress stats, paste screenshots of charts, and format everything. Every. Single. Week.
- Photos scattered across camera rolls and WhatsApp groups. Finding the right site photos for the report means scrolling through hundreds of images and asking 'whose phone was this on?'
- No version history. Once the PDF is emailed, there's no record of what was sent to whom and when. Disputes about reported numbers can't be resolved.
- Detail level is one-size-fits-all. The CEO gets the same 20-page report as the on-site rep. Nobody reads all of it.
- Report cadence slips constantly. Weekly reports become biweekly, then monthly, then 'whenever the client asks'.
With CivilFlow
- Data auto-compiled from approved daily logs and analytics. PM reviews, writes narrative, and curates photos — the system handles data aggregation.
- Photos from daily logs are pre-tagged by section and date. PM selects from a curated gallery — no scrolling through camera rolls.
- Full sent archive with preview. Every report is timestamped with delivery history. Click any past report to see exactly what was sent.
- Three detail levels per section. Set executive summary to Summary, progress to Standard, and materials to Detailed — each stakeholder gets what they need.
- System prompts for report creation based on cadence. The data is always ready — the PM just reviews and sends.
View anywhere, compose on desktop
Client reports are composed on desktop for the best editing experience. Recipients can view the polished report on any device — phones, tablets, or desktop.
- Sent reports are fully responsive for mobile viewing
- Recipients access branded read-only pages via shared link
- PM gets push notification when report is opened by recipient
Frequently asked questions
See Client Reports in action
See how weekly client deliverables compile themselves from daily logs, analytics, and site photos — ready to send in minutes.
From daily field data to polished client report — automated