

Reporting Software for Teams Running Client Work at Scale

Client reporting that gives your team the full picture
See every project's status at a glance
A matrix-style view shows every project built from the same template, side by side. See task completion status and spot bottlenecks without opening a single project.
Catch at-risk clients before they churn
Health scores update automatically based on task completion, client engagement, and portal activity. When a project goes quiet, you know immediately, not after the client escalates.
Track engagement, not just status
See when clients last logged in, which emails they've opened, and what actions they've taken. Know who's engaged and who needs a nudge before things go quiet.
Keep clients and teams updated automatically
Clients see a real-time progress tracker inside their portal so they always know where things stand. For your team, connect your Slack workspace to get notified when project stages are completed.
Quantify the impact of your process
Track tasks completed, automations triggered, emails eliminated, and estimated hours and dollars saved. All calculated automatically from your project activity.
Every client. Every project. One place to look.
The client directory gives you a complete record for every client. Projects, invoices, contracts, files, and recent activity, all in one place.
How teams use LaunchBay's reporting
Project progress across every client, at a glance
A matrix-style view shows task completion status across every project built from the same template. Spot bottlenecks and delays across your entire client base without opening a single project.

Health scores that flag risk early
Automated health scores surface at-risk projects based on task completion rates, client portal activity, and engagement. Your team can step in before a delay becomes a bigger problem.

Put real numbers behind your team's output
Track tasks completed, automations triggered, emails eliminated, and estimated hours and dollars saved. All calculated automatically so you can quantify the value of your process, not just the output.

More from LaunchBay
Client Management (CRM)
Keep a complete record of every client and company relationship. View projects, invoices, contracts, and activity all in one place.

Project Management
Manage client projects from contract to delivery. Automate tasks, track progress, and keep your team and clients aligned in one workspace.

Time Tracking
Log hours directly on tasks with no third-party tool needed. Track billable vs. non-billable work by category and export reports for client billing.
Frequently Asked Questions (FAQs)


Take command of every customer onboarding.
One platform to run, monitor, and unblock every customer onboarding. Replace scattered tools with one branded portal for onboarding clients, coordinating work, and delivering a better client experience.