AccountWatch

Reports

Generate weekly agency reports, churn analyses, and per-client PDF reports.

AccountWatch offers several report types to help you communicate client health internally and externally. Reports are AI-generated and based on actual conversation data.

Report Types

Weekly Agency Report

An agency-wide summary covering all clients for the past week. Includes:

  • Portfolio health overview (average score, trending up/down counts)
  • Per-client health score changes with AI commentary
  • Notable events (score drops, upsell detections, churn risks)
  • Actionable recommendations for the coming week

Generate from Reports > Weekly Reports. Each report covers a calendar week and can be regenerated if needed.

Churn Analysis Report

When you mark a client as churned, AccountWatch automatically generates a post-mortem analysis:

  • Timeline of health score changes leading up to the churn
  • Key conversation moments where warning signs appeared
  • Root cause analysis (what went wrong)
  • Whether the churn was preventable and what could have been done differently

Access these from Reports > Churn Analysis.

Per-Client PDF Report

Generate a detailed PDF for any individual client from their detail page. The PDF includes:

  • Current health score and trend
  • Communication summary
  • Team assignments and response times
  • AI-generated insights and recommendations

Useful for sharing with stakeholders or including in QBR presentations.

Report Templates

Additional report templates are on the roadmap:

  • Quarterly Business Review (QBR) — Comprehensive quarterly analysis
  • Response Time Analytics — Team performance metrics
  • Performance Dashboard — Visual summary of key metrics

Generating a Report

  1. Navigate to the Reports section
  2. Select the report type tab
  3. Click Generate Report (for weekly) or select a specific entry
  4. Wait for AI processing (typically 10–30 seconds)
  5. View the report inline or download as PDF

Next Steps