Client reports

What it is

A client report tells one customer where your work for them stands: what was completed in the period, what is past due, what is coming up and what you need from them. Nexa reads it from the commitments, meetings and documents you can already open. You decide what goes in, and you send it from your own Gmail or Outlook.

What it's for

The monthly update you used to write by hand takes minutes, and every line in it can be traced back to the record it came from.

How to use it

1. Open Customers → Client reports → New report, or Client report on a customer's page.
2. Choose the customer, the period (Last month by default) and a template, and the language the customer reads.
3. Review each section. Items Nexa isn't sure about are flagged and left out until you choose Include or Leave out. You can reword any line, add a line of your own, or open its evidence.
4. Add the recipients under To, Cc and Bcc, then check the email preview and click Approve.
5. Click Send…, check the exact sender, recipients and subject, and click Send now.

Tips

• Make your own template under Client reports → Templates: choose the sections and their order, rename headings, set two colours, a logo address and your sign-off.
• The customer's recorded email is offered as a recipient. Nothing is filled in for you.

Good to know

• Only you can open a report you wrote, and it only holds what you can already see. Internal notes, who holds an item, quotes from sources and links into Nexa never go to the customer. A source is mentioned only if you tick Mention its source, and then only its type and date.
• Nothing is sent until you confirm. Any change after Approve needs approving again.
• Sending uses your own mailbox and needs one more permission: Allow sending asks Gmail for gmail.send or Outlook for Mail.Send. Owners and admins can send by default; an owner can allow other roles in Team → Who can do what.
• A report is sent once. If your mail provider doesn't answer, the report says Outcome unknown: check your Sent folder and tell Nexa whether it went. Nexa never tries again by itself.
• Dates use your company's timezone. There is no Blocked state, because Nexa doesn't track one.