Generate, schedule, and deliver polished client reports automatically — pulling live data from your workflows without manual data gathering.
Preparing client reports typically involves pulling data from multiple systems, copying it into slide decks, and manually checking figures. This process consumes hours every week, delays delivery, and risks presenting inaccurate information to clients.
Account managers and delivery leads spend 3-5 hours per client per month gathering and formatting report data from disparate sources.
Without standardised templates, each team produces reports that look different, undermining brand consistency.
Manual copy-paste workflows introduce transcription errors that can embarrass the firm or trigger client disputes.
Purpose-built capabilities — not generic templates you have to work around.
Design branded report templates that pull live data from workflows, SLA timers, and task records automatically.
Set reports to generate and deliver on a weekly, monthly, or custom cadence — no manual trigger required.
Give clients access to live dashboards where they can explore their data between formal reporting cycles.
Reports are emailed to configured recipients on schedule, with optional PDF attachment and executive summary.
Create branded templates with placeholders for KPIs, SLA data, task summaries, and commentary fields.
Connect each placeholder to the relevant workflow data — SLA compliance, ticket volumes, milestone progress, and more.
Set the generation frequency and define which contacts at the client receive the report, including optional CC recipients.
Reports generate automatically. An optional review step lets your team add commentary before the system dispatches the final version.
Try these tools to assess and improve your operations.
Yes. In addition to scheduled email delivery, clients can log in to a portal and view current and historical reports at any time.
Yes. An optional review stage pauses delivery so your team can add narrative commentary before the report is sent.
Reports can be delivered as PDF attachments, viewed as interactive web dashboards, or exported to CSV for further analysis.
Absolutely. Each client can be assigned a specific report template and delivery schedule based on their contract requirements.
See how SwiftCase automates client reporting for professional services firms. Book a demo today.
