Reports — Screens

R1 · Reports List

Dashboard: apps/dashboard/src/app/(dashboard)/reports/page.tsx + ReportsClient.tsx DM Portal: apps/dm/src/app/(dm)/reports/page.tsx + DmReportsClient.tsx


Reports
Monthly performance reports for this tenant.                [Generate with AI ✦]  [+ Upload]

 REPORT NAME                                        DATE RANGE              STATUS
 ┌─────────────────────────────────────────────────────────────────────────────────────┐
 │ 📊 Monthly performance report — April 2026                                         │
 │    Generated by Report Agent · 25 Apr 2026      31 Mar 2026 – 29 Apr 2026  Published  › │
 └─────────────────────────────────────────────────────────────────────────────────────┘

Columns

Column	Source
Report name	`Activity.title` (agent) or `Report.label` (dm_upload / ai_generated)
Icon	Bar-chart icon for `agent`; upload icon for `dm_upload`; sparkle for `ai_generated`
Sub-line	”Generated by [createdBy] · [date]“
Date range	`Activity.period` or `Report.period` (formatted as “DD Mon YYYY – DD Mon YYYY”)
Status	`Published` (agent/ready), `Generating…` (ai_generated in progress), `Failed`

Actions

Action	Portal	Behaviour
Row click	Both	Navigates to detail page
Generate with AI	Both	Opens GenerateReportModal — prompt + date range → POST `/api/reports/generate` (Dashboard) or POST `/dm/v1/reports/generate` (DM)
+ Upload	DM only	Opens UploadReportModal — label + date range + file (PDF or Markdown) → POST `/dm/v1/reports`

R2 · Report Detail

Dashboard: apps/dashboard/src/app/(dashboard)/reports/detail/[id]/page.tsx + ReportDetailClient.tsx DM Portal: apps/dm/src/app/(dm)/reports/[id]/page.tsx + ReportDetailClient.tsx


← Back    📊 Monthly performance report — April 2026          [⬇ Download PDF]

┌─────────────────────────────────────────────────────────────────────────────────┐
│  MONTHLY PERFORMANCE REPORT                                                     │
│  Monthly performance report — April 2026                                        │
│  Leadmetrics  ·  March 2026  ·  31 Mar 2026 – 29 Apr 2026                       │
│  🗓 Generated by Report Agent · 25 Apr 2026                                     │
└─────────────────────────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────────────────────────┐
│  [Report body rendered as Markdown]                                             │
│                                                                                 │
│  Reporting Period: 31 March – 29 April 2026                                     │
│  Prepared:         25 April 2026                                                │
│  Distribution:     Jithin Sreedhar (CEO) · Moble Joseph (CTO)                  │
│  Classification:   Internal — Leadership Only                                   │
│                                                                                 │
│  ## Executive Summary                                                           │
│  ## Goal Progress                                                               │
│  ## SEO Performance                                                             │
│  ## Content Performance                                                         │
│  ## Paid Advertising                                                            │
│  ## Social Media                                                                │
│  ## Email Marketing                                                             │
│  ## Key Wins This Month                                                         │
│  ## Issues & Risks                                                              │
│  ## Next Month Focus                                                            │
└─────────────────────────────────────────────────────────────────────────────────┘

Header card fields

Field	Source
Badge label	”Monthly Performance Report” (static) or `Report.source` label
Title	`Activity.title` or `Report.label`
Tenant · Period · Date range	Tenant name, `Report.period`, formatted date range
Generated-by line	`createdBy` + `createdAt` date

AI-generated report structure (Markdown body)

The custom-report-writer worker produces a report with these sections:

Section	Content
Cover block	Reporting period, prepared date, distribution list, classification
Executive Summary	Narrative overview — competitive landscape, top wins, data notes
Goal Progress	Target vs. actual KPI table; qualitative pipeline commentary per region
SEO Performance	Blog cadence, keyword ranking progress, technical SEO, organic traffic
Content Performance	Publish cadence, deliverable completion rate, content gaps
Paid Advertising	Campaign status, spend vs. target, recommendations
Social Media	LinkedIn impressions, platform gaps, growth commentary
Email Marketing	Open rate, CTR, conversion data
Key Wins This Month	Bulleted achievements with context
Issues & Risks	Numbered risk items with recommended actions
Next Month Focus	Prioritised action list for the next reporting period

Actions

Action	When shown	Behaviour
Download PDF	`contentType=markdown` and `status=ready`	Renders Markdown → branded HTML → `window.print()`
Direct Spaces link	`contentType=pdf`	Opens `Report.fileUrl` (DigitalOcean Spaces) in new tab
Back arrow	Always	Navigates to `/reports` list

Generating state

When status=generating, the body area shows a loading indicator instead of content. The page polls or refreshes until the worker sets status=ready.