Generating & Customizing AI Monthly Reports
Compile site updates, security auditing, uptime statistics, and strategic recommendations into polished, customizable AI monthly reports.
5 min read
1. Generate a report for a period
Open a client's Reports tab, select a month from the Period dropdown, choose which sites to cover, and toggle whether to include uptime, health check, and time tracking data. Click Generate. Destiny Manage automatically calculates hours saved and structures clean executive insights.
2. Modular AI Sections & Per-Client Toggle Memory
Reports include four modular sections: Executive Summary, Executive ROI & Risk Translation (hours saved & technical risk mitigation), Next Month's Strategic Recommendations, and Agency Note / Custom Footer. By default, optional sections (ROI, Recommendations, and Custom Footer) are toggled off so reports are clean and reasonable. When you toggle sections on or off for a client, future reports generated for that client automatically remember their custom preferences.
3. AI Assist & Custom Section Editing
Click 'Edit report sections' on any Ready report to customize any section. You can type directly or use the built-in AI Assist tool with custom prompts to refine, shorten, or polish the text before delivering it to your client.
4. Client Portal Interactive AI Q&A
When clients view their monthly report card in the branded client portal, they have access to an interactive 'Ask AI About This Report' widget. They can click quick prompt pills or ask custom questions to get instant, contextual answers based on their report data.
5. Sending, Downloading & Deleting Reports
Click 'Send to client' to publish the report to their portal and notify them via email, or download/print the A4 PDF directly. If you ever need to remove a report, click the '×' delete button beside the report row to safely clear the report record and PDF file after confirmation.