A useful starting point for your next report.
Build a monthly client update with our free editable worksheet, or choose an outline for your existing source file. Review the figures and narrative before sharing.
An audit report from the file you drop.
Drop the audit PDF or markdown you already have. A figure is supposed to come from the file. Without a paid plan you see a short preview.
Read it →A pitch briefing from the file you already have.
Drop the pitch file you already wrote. A PDF, a Word file, or markdown. A figure is supposed to come from the file. Adding a note needs a sign in.
Read it →A postmortem from the file you drop.
Drop the incident notes you already have. A PDF is sent as the file. Markdown and Word are read as text. A figure is supposed to come from the file.
Read it →A quarterly review from the file you drop.
Drop the quarterly PDF, Excel, or Word file you already have. A figure is supposed to come from the file. Without a paid plan you see a short preview.
Read it →Monthly management report template for client updates.
Build a monthly client report with source figures, period comparisons, commentary and next steps. Copy or download the free template, then preview a formatted report in Posh.
Read it →A board report from the pack you already have.
Drop the board pack or the monthly export. Posh writes a board report from that file. A figure is supposed to come from the file. Pro is 29 dollars a month.
Read it →A quarterly business review from the export.
Drop the quarter CSV or PDF. Posh writes the review from that file. A part is supposed to come from the file. Pro is 29 dollars a month.
Read it →An owner monthly report from the export.
Drop the month CSV or PDF. Posh writes the owner report from that file. A part is supposed to come from the file. Pro is 29 dollars a month.
Read it →Drop a file. Get a report.
Drop a PDF, a spreadsheet, a Word file, or markdown. Up to 10 MB. Without a paid plan you see a short preview.