> ## Documentation Index
> Fetch the complete documentation index at: https://docs.attensira.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client reports

> Weekly, monthly and quarterly reports for a workspace: visibility as counts, the work shipped, before-and-after verdicts and next steps, on a signed link you can forward and print.

A client report is one page that says, for a closed period, what the answers said, what we did, and what we can prove it did. It is built for forwarding to a client or a boss without editing.

## What a report covers

A report covers the **last complete period**:

| Kind      | Period                         |
| --------- | ------------------------------ |
| Weekly    | The ISO week, Monday to Sunday |
| Monthly   | The calendar month             |
| Quarterly | The calendar quarter           |

The period is counted in UTC days. A scheduled report picks the period that just ended by the automation's own time zone, so a Monday-morning report in Sydney reports the week that ended there on Sunday.

## What is on it

* **Visibility per engine**, as "X of N answers". When only one answer was read it says "read once". Never a percentage, and never a comparison with the previous period.
* **Work** shipped, waiting and failed, from the action log.
* **Before-and-after** [re-read verdicts](/measure/before-and-after). This is the only section where movement language appears.
* **Deciding sources**: up to 5.
* **Competitors**, counted over the same answers as your own visibility.
* **Next steps**: up to 3, from the [win plan](/measure/win-this-answer).
* The agent's words: a summary, highlights, the next period, and notes.

The numbers come from the workspace's data for the closed period. The agent writes only the words, and a sentence claiming movement or giving a percentage is refused unless a re-read proved it.

A section that could not be read is named on the report under **Not read for this report**, rather than left out.

Publishing the same period again replaces its words and keeps its link.

## Your reporting standard

The business profile has a **Reporting** group with one free-text field, **Reporting standard**: the tone, who reads the report, words to avoid. Every client report follows it and stores a copy of the standard it was written under. It never overrides the rules above: no percentages, and no movement that was not proven.

## Making reports

Three automation templates publish them on a schedule:

| Template                | Runs                                                      |
| ----------------------- | --------------------------------------------------------- |
| Weekly client report    | Weekly, Monday 08:00                                      |
| Monthly client report   | Monthly, on the 1st                                       |
| Quarterly client review | Quarterly, on the 1st of January, April, July and October |

Monthly and quarterly automations run at the automation's local time. A missed run catches up later in the same period. The existing **Write the quarter in review** template is now quarterly instead of manual.

A report can also be made by hand with **Make one now** under **Results → Client reports**, or asked for in a chat.

The automation needs the **Publish the client report** tool group in its allowlist. See [The agent's tools](/agent/agent-tools#client-reports).

## Sharing

Each report has a signed link at `app.attensira.com/r/report/<token>` that opens without an account.

* The link lasts **180 days**.
* It is revoked by rotating the workspace's receipt link (**Rotate** on the [receipt](/account/receipt#sharing-a-receipt-without-an-account)). One secret covers every link the workspace has shared, so rotating stops all of them at once.
* The page prints to PDF.
* It carries your org's [branding](/agencies/branding). Under white label it does not name Attensira.

## Email delivery

Set the recipients under **Results → Client reports**: at most 10 addresses. Empty means the workspace owner.

* **Email each scheduled report** switches off email for scheduled reports only.
* A scheduled report automation emails each period **once**, even if the period is republished.
* **Make one now** with **Email it to the recipients** ticked always sends a new email.
* A report published from a chat is not emailed.

Every report email has an unsubscribe link for the **client report** [notification category](/account/notifications). Unsubscribing stops client report emails for the whole workspace, not only for the recipient who clicked.

## Over the API

The dashboard reads and publishes reports through its `/v2` report routes. A shared report's data is readable without an account at `GET /v1/report/{token}`, with the token as the only credential.