Client reporting tools
Start with the decision your client needs to make. These free worksheets keep entries in your browser and produce documents for you to review.
13-week cash scenarios
Compare reviewed cash timing assumptions, with exact weekly balances and downloadable forecasts.
Free planning toolReporting scope worksheet
Agree the audience, decisions, source deadline and outputs before the first report.
Free planning toolAgency update builder
Turn confirmed metrics, completed work and next actions into a client update.
Free planning toolMSP review meeting pack
Prepare the client decisions behind a service review, with a twelve-month roadmap.
Free planning toolProject status builder
Prepare a milestone update with a clear status, blockers and the next decision.
Free planning toolFinancial export readiness checker
Inspect a local export and produce an unchanged-value workbook with a problem list.
Free planning toolScope change brief builder
Explain what changed, its estimated impact and the decision needed.
Free planning toolClient handover index
Preserve folder paths, document versions and delivery status in a handover manifest.
Free planning toolPermission-aware case study builder
Separate supported outcomes from restricted details before preparing a case study.
Free planning toolAccessible report preparation kit
Create a semantic HTML and Word starter, with explicit checks and a manual review list.
Free planning toolDecision and options paper
Compare a baseline with alternatives, show the scoring assumptions and record a recommendation.
No account record, source upload, report generation or email delivery occurs in these tools. Downloads do not establish source accuracy, permission or specialist approval.