Reports
Shareable documents built from your live data — the dashboard is for looking, these are for sending and keeping
Generate a report
Monthly performance pack
Settled volume, pipeline movement, conversion, and commission for the month — the numbers you'd take to a partners' meeting.
Commission statement
Every settled deal with its commission — earned, pending settlement, and paid. Reconciles against Clue Finance remittances.
Pipeline report
Every open opportunity with stage, age, value, and next action — the Monday-morning run-through for your team.
Client book health
Book composition, lending under advice, data completeness, and where the AI sees untapped opportunity value.
Clue AI
Opportunity outlook
AI-written narrative of the next quarter: maturities coming due, signals worth chasing, and the estimated revenue attached to each.
EOFY summary
Full financial-year wrap: all settled deals, total commission, and the audit trail — ready for your accountant.
Recent reports
Kept for 12 months| Report | Period | Generated | By | Format | |
|---|---|---|---|---|---|
| Monthly performance pack | Jul 2026 | 1 Aug 2026, 6:02 am | Scheduled | ||
| Commission statement | Q4 FY26 | 14 Jul 2026, 3:41 pm | Sarah Mitchell | CSV | |
| EOFY summary | FY 2025–26 | 8 Jul 2026, 9:15 am | Sarah Mitchell | ||
| Monthly performance pack | Jun 2026 | 1 Jul 2026, 6:01 am | Scheduled | ||
| Pipeline report | As at 24 Jun 2026 | 24 Jun 2026, 8:12 am | David Chen | ||
| Client book health | As at 2 Jun 2026 | 2 Jun 2026, 1:37 pm | Sarah Mitchell |
Scheduled delivery
Monthly performance pack
Commission statement
Pipeline report
Scheduled reports are emailed as attachments and always appear in Recent reports.