Reports 👤
By Jessica
By Jessica
Downloading advisory reports.
Download Your Advisory Report
Each period your advisory commentary is published, Fortis Pulse can package it into a downloadable report — a formatted snapshot of your scores, flags, and advisory analysis that you can share with your team, board, or stakeholders. This guide shows you where to find and download them. 💡 Tip — Who can use this Available to all clients (report types vary by tier). Find it under Reports in the left-hand menu. Quick reference | Step | Action | |------|--------| | 1 | Download a report for a published period | Step 1 — Download a report Click Reports in the sidebar. You'll see a table of your published periods, each listing the period, its status, and the report types available to you with a Download button for each. The Reports page with downloadable report types per period Click Download next to the report type you want for that period, and the file is generated and saved to your device. 📝 Note — Report types vary by tier - Monthly — available to all clients; a standard period summary. - Quarterly — available on Partner and higher tiers; a broader quarterly roll-up. - Board-ready — available on the Executive tier; a polished report formatted for board presentation. If a report type isn't included in your plan, it won't appear as a download option. See our guide on understanding your tier for what's included. 💡 Tip — Reports need a published period A period only shows up here once your advisory commentary has been published for it. If you don't see a period you expected, check that your advisor has finished and published the commentary for that month.
Report Types: Monthly, Quarterly, Board-ready
Fortis Pulse can package your published advisory into three report types, each suited to a different audience and available at different tiers. This guide explains what each one is for and when you'll see it. 💡 Tip — Who can use this Relevant to all clients (report availability varies by tier). Quick reference | Report | Available from | Best for | |--------|----------------|----------| | Monthly | All tiers | Routine period review | | Quarterly | Partner and higher | Broader quarterly roll-up | | Board-ready | Executive | Board / stakeholder presentation | The three report types Monthly — A standard summary of a single published period: your scores, flags, and the advisory commentary for that month. Available to all clients, so every plan can download a monthly report for any published period. Quarterly — A broader roll-up that spans a quarter rather than a single month, useful for reviewing trends over a longer window. Available on the Partner tier and above. Board-ready — A polished, presentation-formatted report designed for sharing with a board or external stakeholders. It's the most formal output. Available only on the Executive tier. How to get them Reports are generated on demand from the Reports page. Each published period lists the report types available to your tier, each with a Download button. Click to generate and save the file to your device. 📝 Note — Reports need a published period A period only appears on the Reports page once your advisory commentary has been published for it. If you don't see a period you expected, confirm your partner has finished and published it. 💡 Tip — Upgrade for more report types If the Quarterly or Board-ready options don't appear, they're not included in your current tier. See our guide on upgrading your plan to unlock them.