Progress reports
A progress report turns a client's check-in into a short, sendable summary plus private notes for you. Write one yourself or let AI draft it, then approve it — that's the moment it reaches the client's app and they get a notification.
A progress report is your read on a client’s check-in, in two halves: a short client-facing summary you can send them, and internal notes only you ever see. You can write one by hand or let AI draft it — but either way nothing reaches the client until you approve it.
How a report gets made
There are two ways to create the report attached to a progress entry:
- Write it yourself. Open the entry’s report panel and Write report — type the client-facing summary (and any internal notes), set a priority, save.
- Generate a draft with AI. Generate with AI runs your Progress Report automation against that entry and drafts all three parts for you to edit. The same drafting happens automatically on every new check-in once that automation is active — see Automations.
Whichever path you use, the result is the same kind of object — a draft report you own and can edit. Each report carries a status: Draft → Approved / Discarded (or Failed if an AI generation errored).
What’s inside a report
Every report has the same three parts — a client half, a private half, and a flag:
Great consistency this week — weight is down 0.8 kg and your squat moved up. Sleep dipped though; let's protect it before we add load.
- Adherence strong (5/5 sessions logged)
- Sleep avg 5.4h, down from 6.9h — flag
- Suggest deload if sleep doesn't recover
- Client-facing summary — a short, warm message you could send the client about the week. This is the only part the client ever sees, and it must be filled in before you can approve.
- Internal notes — private bullets just for you: trends, risks (low adherence, injury mentions, sharp regressions), and follow-ups for the next session. These never leave your dashboard.
- Priority — Standard, or Urgent when the entry suggests a red flag (a sharp regression, pain or injury, very low adherence, blood-pressure outliers, strongly negative mood/energy). Urgent reports are badged so they jump out of the list.
Review & approve
You’ll find the draft in the client’s progress view (a “Report · Draft” chip flags the entry). Open it and you can edit the summary, notes and priority inline; Discard a draft you don’t want; or Regenerate to get a fresh AI draft.
When it’s ready, Approve. Because approving is the moment the report becomes visible to the client, it asks you to confirm first:
The safety property that matters: nothing reaches the client until you approve it. Neither the AI nor the automation sends on its own.
What the client sees
The moment you approve, the report is delivered to the client’s mobile app. On the first approval they also get a push notification:
On the home screen. A card sits just below the client’s to-dos. While it’s unread it shows in your brand colour to draw the eye; once they’ve opened it, it quietly de-emphasises. It always surfaces their latest report, with a Show all link to the rest.
Seeing all of them, and reading one. Show all (or Tracking → My Reports) lists every delivered report, newest first, with a dot on the ones they haven’t opened yet. Tapping one opens it in full.
When they open a report, they see only the client-facing summary (rendered with your formatting) and its date — never your internal notes:
Great consistency this week — weight is down 0.8 kg and your squat moved up. Sleep dipped though; let's protect it before we add load.
A few rules worth knowing:
- Only Approved reports ever appear for the client — drafts, discarded and failed ones don’t.
- The push fires once, on the first approval. Re-reading never re-notifies.
- Internal notes and the AI’s gathered data never reach the client — only the summary you wrote.
Want this to happen automatically on every check-in? Set up the Progress Report automation →. Back to the Forms & reports overview.