Module · Reports
The monthly client report, generated from live project data.
Composable monthly project report packs combining the cost report, programme, variations, risks and a narrative section — branded per workspace, tailored per client. Stop assembling the monthly report from three workbooks.
Why client reporting eats Friday
The monthly client report is two days of senior QS time per project.
Cost report copied from one workbook, programme screenshot from another, variations table re-formatted, risks summarised by hand, narrative written, the whole thing assembled in Word, branded, sent. Per project. Every month.
Two days a month per project
Senior QS time on assembly that should be on commercial work. Twelve projects × two days = a senior QS dedicated to copy-paste.
Numbers age while you assemble
You start the report Tuesday. By Friday when it ships, two variations have been approved that aren't in it. The client sees stale numbers.
Inconsistent across PMs
Each PM's report looks slightly different. Director cannot compare projects at a glance because the format keeps shifting.
What's inside
A report pack that builds itself.
Composable sections
Pick the sections that matter: cost report summary, programme, variations, risks, narrative, photos, gallery. Per-project section selection.
Workspace branding
Branded per workspace — your logo, colours, footer. Consistent across every project; no PM-specific drift.
Live data sources
Each section reads from the live project. Cost report, programme, variations, risks all snapshot at report generation time. Numbers are fresh, not stale.
Narrative editor
A rich-text narrative section per report. The QS writes the story; the data fills in around it.
PDF + portal delivery
Export branded PDF for traditional client delivery, OR push to the client portal for live consumption. Both render from the same source.
Snapshot history
Every report generation is snapshotted. Six months later, the dispute can read exactly what report was sent on that date.
Who uses it
Built for the people writing the report — and the people reading it.
Project Managers
Friday's report in 30 minutes, not two days. Pick the sections, write the narrative, generate. The data is already current.
Directors
Consistent format across every project means cross-project read happens at a glance. No more "wait, this PM's report has a different cost summary".
Clients
A coherent monthly read of where their project is. Same shape every month. Live numbers, not stale screenshots.
See your monthly client report build itself in 30 minutes.
A 30-minute walkthrough — bring a recent client report, we'll rebuild it from live data.
Frequently asked questions
Can the report match our existing client format?
Workspace-managed report templates are on the roadmap. Today the composable sections + branding cover most consultancy report shapes; bespoke section ordering and naming is configurable.
Does the report respect client confidentiality?
Yes — each section can be toggled per project, per client. Cost report can show summary-only; risks can be redacted; pricing can be hidden if needed.
Can clients access reports via the portal?
Yes — the Client Portal carries the report stream. Each generation is timestamped; clients see the latest report by default with archive access for prior months.
Can we schedule report generation?
Manual generation today (a button-press at the end of the period). Scheduled monthly auto-generation with PM approval gate is on the roadmap.
Connects to
Other Projavio modules that work alongside this one.
Cost Reports (PCSR)
Live PCSR consolidating committed (POs), anticipated (variations), forecast (cashflow) and out-turn cost.
Cashflow
S-curve plan vs actual vs forecast cashflow per project, rolled up across the portfolio.
Document Management
Project documents with revision control, status (Draft / Issued / Superseded), shareable issue trail.
Stop writing the same report shape from scratch each month.
A composable report pack reading from live data — branded for your firm, tailored per client.