A report for your role
Use a client expenditure report for design work or a proposal and update for contractor work.
Client reports
Give clients a clear picture of their project.
Turn project records into a report your client can follow. Use the report suited to the work you manage, add your business identity and check the details before sharing.
Free beta · Access by invitation
Made for the way projects unfold
Your business, clearly presented
Include your business name, contact details and configured logo on the report.
A version you can refer back to
Create a fixed report version so later project edits do not rewrite the copy already prepared.
From project records to a client update
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Choose the report
Use the template available for the project’s budget purpose.
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Preview the details
Check the figures, language and business details before creating the report version.
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Export and share
Export HTML or CSV, or use browser printing to save a PDF. Share it through your usual channel.
A few useful details
- Which financial details does the client see?
- Contractor reports exclude internal costs and margin. Designer reports show the client expenditure budget and cost forecast. Both exclude private notes. Preview the selected template before sharing.
- Does the report change when I edit the project?
- A saved report version stays fixed. Prepare a new report version when you need to share updated figures.
Keep the project connected
See a client report before you create your own
Explore the report in the sample project and see how the figures are presented.
Free beta · Access by invitation