How to create a monthly client report

The monthly report lives on the client record, under the Relatórios (Reports) tab, Mensal (Monthly) option. Scrumboards automatically gathers the month's deliverables, hours, revisions, and projects. You generate the AI summary, review it, click Finalizar mês (Close month), and export the PDF for the client.

Step by step

  1. Open Clientes (Clients), click the client, and go to the Relatórios tab.
  2. Choose Mensal and the month you want. If there's no report yet, click Criar agora (Create now) to open a draft.
  3. Review the automatically filled sections: work done, completed deliverables, hours worked, revisions in the month, and project progress.
  4. If the client runs paid media, use the option to record the month's paid media data.
  5. Click Gerar resumo com IA (Generate AI summary). Review the executive summary, highlights, watch-outs, and next steps, and edit the text if you like.
  6. Click Salvar rascunho (Save draft) whenever you want to pick up later.
  7. When it's ready, click Finalizar mês, check the period's numbers, and confirm.
  8. Click Exportar PDF (Export PDF) and send it to the client. Then click Marcar como enviado (Mark as sent).

The Finalizar mês button only unlocks after the AI summary has been generated, and the report needs at least one metric or deliverable. Closed reports go to Relatórios Fechados (Closed reports) for reference anytime. Even after closing, you can still make corrections and click Salvar alterações (Save changes).

See it the way the client does

At the top of the report, switch between Visão interna (Internal view) and Visão cliente (Client view). The client view hides team-only content, and that's the version that goes to the client portal. Tasks from restricted agents never appear in the client report.

There's also a Semanal (Weekly) report on the same tab for shorter check-ins.

Frequently asked questions

Why can't I see the Reports tab?

It depends on the permission to view the client's Reports tab and the permission to view reports. Without them, generating, saving, closing, and exporting are blocked.

Why are paid media figures hidden?

Media spend and revenue figures only appear for people with finance permission or the view media spend and revenue permission. See Who can see finance.

Can I adjust the PDF?

Yes. When exporting, you choose page margins, spacing between sections, and quality scale, or use Exportar com padrão (Export with defaults).