Skip to main content

Generating an Update Report

Create clean, comprehensive status updates for clients in seconds.

Instead of spending hours each week writing progress reports and status updates, use Ally to build them for you, including notes, images, changes, and more.

1. Under the Clipboard tab of desired project, click green “Generate Report” button.

2. Select the date range you’d like to cover, add any notes you want included, and upload any files (such as progress picture)

3. Click “Generate”. Ally will automatically draft a preliminary report pulling in all relevant info.

4. Edit the information as desired.

5. Confirm and update Recipient box to change who receives the update.

6. Click “Send” button.

Did this answer your question?