Reports & communication
Monthly reports are how clients see the value of your work. Field generates a draft from real platform data, you review and refine it, then publish it to the client's portal.
Generation flow
Reports follow a four-step process:
1. Aggregate
A monthly cron collects the period's data: work items completed, time entries, health score changes, findings resolved, budget usage, uptime statistics.
2. AI draft
The aggregated data is sent to Claude, which produces a narrative draft — written in your voice, summarizing what happened and why it matters to the client.
3. Operator review
The draft appears in your queue for review. Edit the narrative, adjust emphasis, add context the AI couldn't know. Nothing is published without your approval.
4. Publish
Approve the report and it's published to the client portal. The client receives an email notification with a link to view it.
What reports contain
Each published report includes:
- • Work summary — what was done during the period, grouped by work type. Includes descriptions, not just line items.
- • Health score — current score, change from last period, and a brief explanation of what moved it.
- • Findings resolved — issues that were fixed, with before/after context where applicable.
- • Budget usage — how much of the monthly allocation was used, any overage, and what it covered.
- • Uptime — availability percentage for the period, any downtime incidents and their resolution.
Client portal access
Published reports are available in the client's portal. Clients log in with a magic link or one-time access code — no password to manage. The reports section shows the full history, most recent first. Each report is a standalone page the client can read, print, or share with stakeholders.
Report history
Every report is preserved as a permanent record. Past reports aren't editable once published — if something needs correcting, you publish an addendum in the next cycle. This gives both you and your client a reliable timeline of the work relationship.
Without AI
If you haven't configured an AI provider, reports still work. Instead of a narrative draft, you get a structured data summary — the same metrics, laid out for you to write the narrative yourself. The review-and-publish flow is identical.