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 2026Site review
MeasuredLatest review and how its scores moved against the previous one.
78 / 100
up 11 from July
Priority fixes
MeasuredThe fixes that review raised, ranked by what they are worth.
3 open
5 closed in August
Answer engines
MeasuredHow the site reads to the AI answer engines.
Cited by 2 of 4
up 1
Domain and email health
MeasuredCertificate, domain and email-authentication posture.
All checks pass
Invoiced and paid
MeasuredWhat was invoiced and paid in the period.
$14,500 invoiced
paid in full
Tracked calls
Nothing this periodCanopy looked and there were genuinely none this period.
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Paid search
Cannot measureNo ad account is connected to this install, so this is not something Canopy can see for this client.
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What I did this month
MeasuredYours 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
| Client | Project | Stage | Files |
|---|---|---|---|
| Riverbend Dental | Site rebuild Next deliverable: Booking flow review · Due Sep 23 | Build | 9 |
| Northwood Plumbing | Local SEO retainer Next deliverable: September report · Due Oct 1 | Maintenance | 6 |
| Summit Auto Glass | Booking flow Next deliverable: Launch checklist · Due Sep 21 | Review | 4 |
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.