Operational data in the report
Generated sections can include health, SLA, incident, and risk context from the same client record your team already operates — not a disconnected BI export.
Automated client reporting — Automated client reporting for agencies — create, generate, review, and publish reports from operational data with templates, schedules, PDF export, and portal delivery.
Agencies still assemble client reports from spreadsheets, ticket exports, and last month's slides. Delivery is late or inconsistent, metrics do not match the live workspace, and there is no durable record of what the client actually received.
Account, delivery, and operations teams at agencies, MSPs, and multi-client service firms who publish recurring client reports and QBR packs.
Automated client reporting for agencies in Auroranexis turns delivery records into client-ready reports without rebuilding decks from scratch each period. Each report is linked to one client and a reporting period. Templates define the structure. Generate fills metrics and default narrative from workspace data such as health signals, SLA outcomes, related incidents, and open risks. Your team reviews and edits before publish. Published reports can go to the client portal, PDF export, and email where configured. Recurring schedules can create draft shells so cadence does not depend on someone remembering to start the report. Optional AI-assisted executive summaries are available when enabled; they do not replace human review, and reporting works without AI.
Reuse an agency template so every client report includes the same sections — typically executive summary, wins, risks, next actions, and operational metrics.
Run Generate on a draft so metrics and default narrative reflect the selected period and the linked client's operational records.
Edit the draft internally. Publishing finalizes the report for portal users on that client, PDF export, and email delivery where Settings allow it.
Where your plan includes scheduling, recurring cadences create draft shells. You still generate, review, and publish — schedules do not auto-send unreviewed reports to clients.
Generated sections can include health, SLA, incident, and risk context from the same client record your team already operates — not a disconnected BI export.
Templates plus optional schedules reduce last-minute assembly so retainers receive a consistent reporting rhythm.
Publish to the client portal, export PDF for QBRs, or email with attachment where configured — after internal review.
It is the product workflow for turning operational client data into recurring reports: template, generate for a period, human review, then publish to portal, PDF, or email. Automation means structured generation and optional schedules — not unattended client-facing publication.
No. Templates, generate, schedules, PDF export, and portal delivery work without AI. AI-assisted summaries are optional and must be enabled in the workspace; reviewers still approve content before publish.
Yes, depending on the template and which modules your plan includes. Generated reports can surface health scores, SLA metrics, and related open risks and incidents for the linked client.
Published reports can appear in that client's portal for active portal users, be exported as PDF, and be emailed with a PDF attachment where Settings → Email is configured.
See the Sub-processors page and Data Processing Agreement for optional AI provider details. Do not enable AI features if your contracts forbid that processing.
Solution
Automated client reporting for agencies — create, generate, review, and publish reports from operational data with templates, schedules, PDF export, and portal delivery.
Start with Auroranexis to operationalize delivery, reporting, and client transparency.