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All roles Last updated 2026-10-10

Organisation reports and PDF

// Required access

All roles can view and download · Admins can delete · Admins can Preview and regenerate PDFs

Organisation reports are portfolio roll-ups Apogee Watcher builds for your workspace. Today the product ships weekly reports on a schedule. They differ from:

You do not author report content in the panel. Final weekly rows appear when the Monday scheduler finishes; you can also Preview the incomplete current week any time.

Report types

Type badge Status Typical use
Weekly Live Stand-up or client check-in for the previous Mon–Sun week
Monthly Not self-serve yet Reserved for retainer packs
Custom Not self-serve yet Reserved for ad-hoc periods

Open Results → Reports to see organisation, type, period, scores, and Download when a PDF exists.

Reports list with type badges Reports list — Preview, weekly type badge, period with · preview, and Download when a file is present.

How weekly reports work

  • Schedule: Mondays at 08:00 (app timezone). One report per active organisation that had completed lab tests in the prior calendar week (Monday–Sunday). Admins who already received a weekly report email in the last 6 days are skipped (avoids double sends around schedule changes).
  • Period label: Shown as 14-20/Sep/2026 (day range + month of the end date).
  • Email: Organisation admins with weekly report email enabled (default on) receive the weekly mail when the job finishes. Turn it off under My Account → Team Memberships, or use the unsubscribe link in the email footer (the link opens a confirm page; you must confirm before Watcher stops the mail). Reports still generate when email is off. The PDF attaches when the plan includes pdf_reports.
  • Summary narrative: A short insight line (strongest drop, biggest gain, site trend, alert pressure, and similar) — not a repeat of the KPI cards below it.
  • Metrics on the view page: Avg performance, attention-free %, sites/tests, alerts, API usage, per-site breakdown, and per-site movers (regressions / improvements).

Preview the current week

Use Preview on the Reports list when you need an in-progress look before Monday:

  1. Open Results → Reports.
  2. Click Preview (above the table).
  3. If you administer more than one organisation, choose the organisation from the dropdown.
  4. Watcher builds or refreshes a Monday→today report and opens it. The period shows · preview.

Preview reports are marked in progress. They do not send email. When the final Monday job runs for a completed week, it replaces a matching preview rather than leaving a duplicate.

View report details

  1. Sign in at /admin.
  2. Open Results → Reports.
  3. Click a row (or finish a Preview).
  4. Read Report Details (organisation, type, white-label On/Off, period, generated time).
  5. Read Summary — insight narrative plus KPI cards — then Site breakdown and per-site Movers.
  6. Use Download Report when a PDF exists (pdf_reports plan feature).
  7. Admins can Regenerate PDF after branding changes (see White-label reports).

Weekly report view with insight summary Report view — white-label status, preview period, insight summary, KPI cards, and site breakdown.

There is no in-panel report editor.

PDF and plan features

PDF packaging depends on your organisation admin’s plan pdf_reports feature (Starter and above). When the feature is off, you may still see report rows — Download appears only when a file exists.

Branded PDFs are gated separately — White-label reports.

Download workflow

For click-by-click download steps, see Download organisation reports.

Who can delete

Only Admins can remove report records. See Delete a report.

// Important

Deleting a report removes the stored file metadata — not underlying Site Test Results.

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Further reading

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