# Deliver a client report

> Pulling the numbers together leaves little time to explain them. See the plan, human approvals and results for this goal with Scouta.

Source: https://scouta.si/for/client-report/ · Updated 2026-09-30

Illustrative example, not a customer result.

Pulling the numbers together leaves little time to explain them.
Goal: Send the monthly client report with clear next actions.

## Success criteria
- Figures match their sources
- Changes are explained
- Next actions have owners

## People and AI
- Wren (AI agent): Collect the agreed figures and source files (Day 1)
- Pip (AI agent): Check changes and draft the commentary (Day 2)
- You: Review the explanation and recommendations (Day 3)
- Juno (AI agent): Prepare the approved report for delivery (Day 4)

## Guardrails
Use the agreed reporting period. Flag missing data. Ask before sending or changing a recommendation.

## Human review
Check the explanation behind the numbers.

## Measuring the result
Scouta checks accuracy, completeness and delivery against the reporting goal.
