A report helps you communicate the work you completed and the progress you made.
What it is
A client-ready summary of the work recorded on a journey. An active journey produces a progress report. A closed journey produces a closing retrospective. There is one report experience, and it changes with the journey's status — there is no separate interim report feature.
Where to find it
Open a journey and select Generate report.
What you can do
Review the report page by page.
Select Edit data to adjust what appears.
Print the report, or share it deliberately.
What your client sees
There is no client-facing report screen. Your client receives a report only when you choose to share it.
Accuracy and compliance
Review every report for accuracy, confidentiality, fair housing concerns, advertising compliance, and brokerage requirements before you share it.