Reports
Reports
Sage writes reports from report templates. Every report is stored in shared storage, so everyone with access, and Sage, can open it.
Recent reports
Stored in Northcott's shared storage| Report | Period | Rubric | Asked by | Status |
|---|---|---|---|---|
| Weekly activity and value | 23 to 29 Sep | 4.6 of 5 | Schedule | Sent to Sam, Chris |
| Account review: Brightline Conveyor | 30 Sep | 4.4 of 5 | Sam Ortega | Ready |
| Batch review: top issues | 23 to 29 Sep | 4.7 of 5 | Schedule | Ready |
| Flags and escalations | September | 4.5 after 1 revision | Chris Jackson | Ready |
| Morgan's scorecard | Last 30 days | 4.8 of 5 | MCP · Sam's Claude | Ready |
Scheduled
Weekly activity and valueMondays 7:00 · Sam, Chris
Morning briefDaily 7:30 · Sam, Dana
Account reviews1st of the month · key accounts
Ask Sage
Sam Ortega
Write an account review for Brightline before Thursday's meeting with Greg.
Sage
Done. It's in Reports, scored 4.4 of 5. The summary leads with their three new Ohio sites and your open 228.00 decision.
Report type · Weekly activity and value
From the coordinator pack · 5 files- Executive summary
- Activity: conversations and tasks by worker, inbound and outbound
- Accomplishments: key events, reported and verified
- Value: accomplishments and activity, against last week
- Quality: service, customer objectives, mood
- Issues and actions: top issues from the batch review
- Period: Monday to Sunday before the run, client time zone
- Scope: every worker in the deployment, and Sage
- Use key events and scorecards; never estimate a number
- Take issues from the latest batch review
- Link every number to its events
- For the sales manager and the owner
- Two pages at most, plus the summary
- Plain words, short sentences, no jargon
- Say what changed and what to do next
- Name customers only where a decision is needed
| Criterion | Floor |
|---|---|
| Every section of the template present | 5 |
| Every number traced to events | 5 |
| Clear to a manager in two minutes | 4 |
| Actions named, with owners | 4 |
- One line: the week in a sentence, with value
- Three results that mattered
- Two risks or decisions for you
- One change proposed for next week
Latest weekly report
reports/2026-09-29-weekly.pdfExecutive summary
A strong week: 33,600 USD of value, up 12%. Workers handled 312 conversations; 31 order requests were confirmed in the ERP. Two decisions need you: Brightline's price and Lakeshore's terms. Next week: accept the three quote follow-up lessons.
Rubric scores (Jev)
Complete 5Numbers traced 5Clear 4.4Actions named 4.1