Docs/Insight and Delivery

Reports and AI Summaries

Reports and AI summaries build portfolio compliance and checks-and-defects documents, with drafts a person reviews first.

For: Owners, office teams, and client service2 min read4 sections
Client delivery exampleCustomer-safe walkthrough

Client-ready reports from approved records

Reports build portfolio compliance and checks-and-defects summaries from approved, delivered records, with an AI summary you review before sharing.

What you see

  • A portfolio compliance roll-up per client with an at-risk list.
  • Period KPIs with engineer and client breakdowns.
  • An editable AI summary gated behind the report-insights entitlement.

How to use it

  • Pick the client and period.
  • Read and edit the AI summary before sharing.
  • Confirm totals against analytics for the same period.
  • Share only after the summary reads cleanly for a client.

Client report preview

Prepared for Northgate Lettings

Portfolio compliance - May 2026

96% of properties hold a current record. Two properties are due in June and one needs remedial work following an At Risk defect.

Compliant

177

Due soon

2

Action req.

1

DeliveredPortal enabledAI summary reviewed

Decision guide

SituationRecommended actionProof it worked
Monthly landlord updateRun a portfolio compliance report for the client.The at-risk list matches the dashboard.
AI summary too internalEdit out scheduling and diagnostic detail.The summary is client-safe.
Totals disagree with analyticsMatch the period and approval state.Both surfaces reconcile.

Troubleshooting path

  1. 1If a report is empty, confirm the period contains approved records.
  2. 2If the AI summary is unavailable, confirm the entitlement and retry.
  3. 3If numbers differ from analytics, align the period and approval state.

Related docs

Analytics consoleAsk ManifoldClient portal

Report Functions

  • Portfolio compliance roll-up per client, with an at-risk property list.
  • Checks and defects summaries with period KPIs and engineer or client breakdowns.
  • AI-generated report summaries that must be reviewed before sharing.
  • Client-ready outputs built only from approved, delivered records.

Using AI Summaries Safely

  • AI summaries are a drafting aid, gated behind the report-insights entitlement.
  • Read and edit the summary before it reaches a client.
  • Keep internal scheduling, payroll, and diagnostic detail out of client-facing summaries.

Troubleshooting

  • Report has no data: confirm the period contains approved records.
  • AI summary unavailable: confirm the entitlement and retry once the report data is complete.
  • Numbers differ from analytics: confirm both surfaces use the same period and approval state.
  • See Analytics Console for the live, filterable equivalent when a report needs a follow-up question rather than a client-ready document.

Trust the Right Surface

Analytics, reports, Ask Manifold, and the dashboard answer different questions. Knowing which one to trust for a given question avoids confusing conversations with clients.

  • Use the dashboard for live operational status and the day’s worklist.
  • Use analytics for live, filterable investigation across dimensions.
  • Use reports for client-ready output built from approved, delivered records.
  • Use Ask Manifold for quick read-only questions, then verify rows before sharing.

Reconcile Differences Calmly

When two surfaces disagree, it is usually because they include different data, not because one is broken.

Troubleshooting

  • Reports use approved, delivered records; analytics can include live, filtered data, so totals can differ.
  • Match the period and approval state on both surfaces before assuming an error.
  • Drill into the underlying rows to see exactly what is counted.

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