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Reporting

Reports and the client portal

A monthly report a retainer client is actually owed, assembled from what Canopy already holds and honest about the parts it cannot see. A builder for the questions the fixed pages do not answer. And a portal on your own domain where your clients sign in to their projects and their files.

The monthly client report

Riverbend Dental · Period August 2026
SentSent to Dr. Sarah PatelSep 6
  • Site review

    Measured

    Latest review and how its scores moved against the previous one.

    78 / 100

    up 11 from July

  • Priority fixes

    Measured

    The fixes that review raised, ranked by what they are worth.

    3 open

    5 closed in August

  • Answer engines

    Measured

    How the site reads to the AI answer engines.

    Cited by 2 of 4

    up 1

  • Domain and email health

    Measured

    Certificate, domain and email-authentication posture.

    All checks pass

  • Invoiced and paid

    Measured

    What was invoiced and paid in the period.

    $14,500 invoiced

    paid in full

  • Tracked calls

    Nothing this period

    Canopy looked and there were genuinely none this period.

    --

  • Paid search

    Cannot measure

    No ad account is connected to this install, so this is not something Canopy can see for this client.

    --

  • What I did this month

    Measured

    Yours to write. The report cannot be sent until it is, because that is the section the client is actually paying to read.

    Written

The three states are different answers and are never collapsed into one. Measured means the answer is here. Nothing this period means I looked and there is genuinely nothing. Cannot measure means I cannot see that for this client at all. A section with nothing in it stays on the page and says why, because a section that vanished the month its number got worse reads to a client as something being hidden.

A sent report is frozen. What a client opened in September has to still say that in December, so a correction is a new report and a sentence to them, never a quiet rewrite of the page they already read.

Build your own

Report over

Deals

Group by

Stage

Measure

Weighted value

Chart

Bar

Every configuration is a shareable link, and it respects roles: a teammate opening it sees the same report over the records they are allowed to see.

Reports only read. Nothing built here changes a record.

The client portal

ClientProjectStageFiles
Riverbend Dental

Site rebuild

Next deliverable: Booking flow review · Due Sep 23

Build9
Northwood Plumbing

Local SEO retainer

Next deliverable: September report · Due Oct 1

Maintenance6
Summit Auto Glass

Booking flow

Next deliverable: Launch checklist · Due Sep 21

Review4

Your clients get their own sign-in, on your domain, to the projects and the files you decided they should see. It is your portal, not a vendor's.