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Auroranexis documentation
Reports package operational outcomes for client conversations. Auroranexis supports reusable templates, draft and published lifecycles, scheduled generation, PDF export, email delivery, and client portal publishing. Every report is linked to a client and can surface health scores, SLA metrics, and related open risks and incidents in a consistent format your agency controls.
The Reports module spans the full lifecycle: define structure in templates, generate content for a reporting period, review and edit, then publish or export. Reports → Templates holds reusable section layouts your agency standardizes on; Reports → Schedules automates recurring generation where your plan allows.
Report statuses progress from draft through generated to published. Draft reports are internal work in progress. Generated reports have metrics and default narrative populated for the selected period. Published reports are finalized and eligible for portal delivery, PDF export, and email. Archived reports remain for history but are not actively delivered.
The report detail page shows version history, metrics captured at generation time, delivery options, and activity logging. Each report links to exactly one client, which determines portal audience and which operational data feeds into generated sections.
Templates reduce preparation time and enforce consistency across account managers. Schedules help teams meet contractual cadence without manual reminders, though every generated report should still pass human review before publishing to clients.
Clients expect periodic visibility into what your agency delivered and what needs attention. Reports standardize that narrative—executive summary, key wins, risks, next actions, and operational metrics—so every account manager presents consistent, defensible information in QBRs and email updates.
Template-driven reporting reduces preparation time and improves quality control. Instead of rebuilding slide decks from scratch, operators start from agency-approved structure, generate period-specific metrics, edit narrative sections, and publish through channels clients already use.
Published reports in the client portal create a durable record of what you communicated externally. That history supports renewal conversations, dispute resolution, and internal audits when questions arise about what the client was told and when.
Contact support@auroranexis.com for onboarding support, billing questions, or product guidance. Include your workspace name, the module you are working in, and a brief description of your goal so we can respond efficiently.
Report status values
| Status | Description |
|---|---|
| Draft | Work in progress; not visible to clients; may lack generated metrics. |
| Generated | Content and metrics populated for the reporting period; ready for review. |
| Published | Finalized; eligible for client portal, PDF export, and email delivery. |
| Archived | Retained for history; not actively delivered or promoted externally. |
Assign a report reviewer who is not the primary author for strategic accounts. A second pair of eyes catches metric mismatches and client-facing language issues that authors overlook after hours of editing.
A marketing agency uses a Monthly Operations template for all retainer clients, generates on the first business day of each month, and publishes after the account director reviews key wins and risks. Portal users at each client access reports without email attachments.
An automation agency publishes quarterly executive summaries highlighting integration uptime from linked monitoring data and open incidents resolved during the period. They maintain a separate post-incident template for failure reviews shared selectively through PDF export.
An MSP schedules weekly operational reports for Premium clients using Reports → Schedules, triages generated drafts during Monday standup, and publishes by midday. Standard-tier clients receive monthly reports with SLA compliance sections generated from assigned policies.
A consultancy produces engagement-close reports from a custom template with next actions and lessons learned, publishes to portal users on the client steering committee, and archives reports when follow-on work begins under a new reporting period.
A large agency enforces three approved templates globally, requires admin publish approval on Critical-status clients, and exports PDF batches for legal records. Schedules run per region with local account owners responsible for narrative edits before publish.
Common reports module issues
| Problem | Cause | Solution |
|---|---|---|
| Report not visible in client portal | Not published or no portal users | Confirm status is Published and active portal users exist on the client detail page. |
| Generate action unavailable | Report not in draft status | Only draft reports can be generated; check current status on the report detail page. |
| Metrics missing or zero in generated report | No operational data in reporting period | Verify incidents, SLA activity, or health data exists for the client during the selected dates. |
| PDF export fails | Transient generation error | Retry after a few minutes; contact support if the issue persists across attempts. |
| Schedule did not run |
Published reports can be viewed in the client portal by active portal users on the linked client. PDF export supports attachments for email or offline QBR decks. Email delivery with PDF attachment is available where configured in Settings → Email and on the report detail page.
Portal delivery requires published status and at least one active portal user. Internal reviewers should confirm narrative accuracy and metric alignment before publishing because clients may see content immediately.
When you run Generate, the platform captures health score, SLA compliance metrics, and related open risks and incidents for the selected client and period. These values reflect point-in-time operational state and do not retroactively change if underlying data shifts later unless you regenerate.
| Inactive schedule or plan limit |
| Verify the schedule is active and your plan includes scheduled reporting in Settings → Usage. |
| Email delivery failed | Email settings or invalid recipient | Check Settings → Email configuration and the recipient address on the report detail page. |
| Cannot publish report | Insufficient role permissions | Ask an owner or admin to verify your role includes report publish permissions. |
