Client Reports
Real-time activity reports generated from your interaction history — always ready, never stressful.
RepBud generates Client Reports automatically from your Field Logs and interaction history. No more scrambling at the end of the month. Every call, meeting and follow-up you log becomes data that RepBud turns into a polished, professional report — ready whenever your client or head office needs it.
Never stress about reports again →What Client Reports does for you
Generated automatically from your logs
Every Field Log, email and meeting you capture contributes to your reports. There is no separate data entry — RepBud builds reports from what you already do.
Always up to date
Reports reflect your current interaction data in real time. Open them any time — not just at month end.
Professional and polished
RepBud produces reports that are ready to share with clients, lodge owners or head office — no formatting required.
Activity broken down by contact and company
See exactly how much engagement each client is receiving — useful for proving value and identifying accounts that need more attention.
Frequently asked questions
What are Client Reports in RepBud?
Client Reports are automatically generated summaries of your sales activity — calls made, meetings held, follow-ups actioned and interactions logged — broken down by contact and company.
Do I have to create reports manually?
No. RepBud generates reports from your existing Field Logs and interaction history. You log your activity normally and RepBud does the reporting for you.
How often can I generate a report?
Any time. Reports reflect your live interaction data so you can pull one at the end of the day, the week or the month — or share one instantly when a client asks.
Can I share Client Reports with my clients?
Yes. Reports are formatted professionally and ready to share directly with lodge owners, hotel general managers or head office contacts.
What data goes into a Client Report?
Field Logs, emails, meetings, follow-ups and interaction counts — all attributed to the relevant contacts and companies over your chosen time period.
Are Client Reports available on all plans?
Client Reports are available on Professional Edition and above. Check the pricing page for full feature comparison.
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