Reporting is how a project's work reaches leadership. elyvate runs the whole cycle in one place: from each work package's one pager to the SteerCo meeting to the final report for Upper Management.
The reporting cycle at a glance
Every project reports on a fixed rhythm: the reporting frequency and report day are set at project level in Project Details (see Project Details). Work Package Leads can see when their next report is due right on the One Pager. Each cycle follows the same chain:
Every Work Package Lead creates a one pager report for their work package and submits it to the Project Lead
The Project Lead receives an email with a link to each submitted report, and can also open the Reports tab to see which work packages are ready and which are still pending, with a readiness score
The Project Lead reviews the one pagers and sets up the SteerCo meeting
The SteerCo meets: decisions, information and new measures are captured live in elyvate as the meeting happens
The Project Lead reviews the complete report, with every work package report and the SteerCo notes, then closes the report cycle and downloads the report as a PDF
Project Leads run each cycle from the Reports tab, in three steps: Work package reports, SteerCo meeting minutes and Export generation. You can move between the first two steps at any time. The Export generation step unlocks once all work package reports are in.
What's in a work package report
Each one pager covers four things for the current cycle: the progress update, the top measures, the top KPIs, and the targets. The Work Package Lead builds it in a guided wizard with a live preview (see Create your work package report).
The SteerCo meeting
The Project Lead schedules and prepares the SteerCo from the SteerCo tab: the date and time, the topics and who's invited. During the meeting, new measures, decisions and information are recorded in the SteerCo meeting minutes step of the Reports tab as they happen. If the meeting ends early, the Project Lead can complete it straight away (see Run your SteerCo meeting). If nothing is captured, the report still generates: the SteerCo notes just show no measures and empty decisions and information.
The SteerCo tab
The SteerCo tab keeps past SteerCos in one log, with tabs for All, Measures, Decisions and Information. It's also where you plan the next SteerCo with Update. When a project has escalation turned on, escalated measures are flagged in the SteerCo measures table, so nothing gets lost between meetings.
The final report
In the Export generation step of the Reports tab, the Project Lead reviews everything that goes into the report: every work package report (still editable at this stage) and the SteerCo notes. They can check a PDF preview, make changes with Edit report, then click Close report cycle to generate the complete report, download it as a PDF, then email it to Upper Management themselves (see Complete and send the project report).
What happens when the report is exported
Two things happen automatically the moment the Project Lead closes the report cycle:
elyvate saves a snapshot of the project's state for that cycle, so past reports always reflect what was true at the time
All completed measures are archived automatically, keeping the active board focused on the next cycle
Who does what
Work Package Leads: create and submit their work package report each cycle
Project Leads: follow report readiness in the Reports tab, run the SteerCo, close the report cycle and download the complete report
Upper Management: receives the exported report