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Reports

Send an investor update without rebuilding it from scratch.

Pull live project data into a formatted report in minutes.

Get startedSee how it works

Part of the Groundbreak IQ project workspace.

Reports · Project report

  • Project Overview

    Name, address, asset type, programme.

  • Budget Summary

    Categories and line items, totals computed.

  • Milestone Status

    Every milestone with its computed status.

  • Team

    Disciplines and the firms assigned.

  • Entitlements & Permits

    Every approval and where it stands.

Assembled from the project at the moment you ask for it. Nothing is cached and nothing is written back.

The problem

The monthly update takes a day. It is the same day, every month.

Budget out of the spreadsheet, milestones out of the programme, the consultant list out of memory — retyped into a deck, formatted, and already a week stale by the time it lands.

Groundbreak is already holding all of it. The report reads the project’s own rows through the project’s own computation, so producing a lender update means choosing the sections and reviewing the result.

What it does

The update, already written.

Three things a deck rebuilt from scratch each month cannot do.

Assembled from the project, not retypedFive sections built from the same rows the workspace shows, through the same computation — so the report’s development cost and the Budget tab’s cannot disagree.

Project report · Sections

  • Project Overview

    Straight from the project record.

  • Budget Summary

    Totals summed from the line items, not stored.

  • Milestone Status

    Status recomputed against today.

  • Team

    Assigned firms resolved live.

  • Entitlements & Permits

    Current status per approval.

A section with no data says so. The loader never seeds rows to fill a report — a blank section is a fact about the project, not a gap to paper over.

Templates decide what goes in, and in what orderReorder the sections, drop the ones a lender does not need, and interleave your own text between them. Save it as your organisation’s default.

Reports · Template types

  • Investor Update

  • Board Update

  • Lender Update

  • Capital Raise Summary

  • Partner / JV Update

  • Internal Summary

  • General

Plus your own logo, at the alignment and size you pick. The type is a label for your own filing — it does not change what a report can contain.

A real PDF, generated fresh, stored nowhereThe report renders server-side the moment you ask for it. Nothing is cached, nothing is written back, and no project data leaves the server.

Project report · Generation

  • Rendered

    Server-side

  • Cached

    Never

  • Stored

    Never

  • Sent to a third party

    Nothing

  • Readable by

    Your organisation only

A snapshot of live data at request time — not a document that starts going out of date the moment it is made.

See it in the product.

The report configuration every generated report draws on.

The Reports page in Groundbreak IQ, scrolled to report configuration — the letterhead logo panel and a gallery of saved report templates, each showing a sketch of the sections it includes and which one is the organisation default.The Reports page in Groundbreak IQ, scrolled to report configuration — the letterhead logo panel and a gallery of saved report templates, each showing a sketch of the sections it includes and which one is the organisation default.

Saved layouts that decide which sections a report includes and in what order, with your own text blocks between them. One is the organisation default.

Send the update without rebuilding it.

Five sections assembled from the project itself, in the order you choose, as a PDF generated the moment you ask.

Get startedSee all solutions