The Lookout
Client reports
Client reports turn the meetings and notes you've logged into a polished, narrative PDF for each client — one at a time, or for several at once.
7 steps, in order
Every part of the screen, written out beside you — and the same guide as a PDF to keep.
Questions
Where does the report narrative come from?+
From the interactions, meetings, tasks and notes you've logged against that client within the chosen date range. Your RepBud writes them up into a readable narrative — it's designed to assist, not replace, your professional judgement, so always review before you send.
How do I report on several clients at once?+
Use Bulk Generate — pick the date range once, tick the clients you want, and RepBud queues a separate report for each.
Can I choose which sections appear?+
Yes. Customise Template lets you toggle sections on or off and drag to reorder them, with an optional per-client template that overrides your default.
What file do I upload for social stats?+
A CSV or Excel export from your social platform's analytics. Tag the clients it covers and set the period, and RepBud parses the metrics so they can appear in those clients' reports.
RepBud is designed to assist, not replace, your professional judgement.