Client Reports & Documents

Reports and Documents are the two file surfaces in the DayZero client portal (the /client shell). Reports lists the firm-generated reports marked client-visible so clients can download them; Documents is a shared library where clients and the firm exchange supporting files. Firm staff see both through Client View. Together they replace email attachments with one tracked, always-available place.

Key capabilities

• Reports: list of generated reports the firm has marked client-visible
• Friendly report-type labels (P&L, Balance Sheet, Cash Flow, AR/AP, 1099, and many more)
• Per-report status dot: ready/completed (green), processing/pending (amber), failed (red)
• "Generated by" attribution and a relative timestamp
• One-click Download of completed reports
• Documents: a two-way shared file library for the business
• Client upload via button or drag-and-drop (PDF, images, CSV, Excel, Word; up to 10MB)
• File metadata (size, time, description) and per-file Download
• Refresh on both pages; everything scoped to the active business

How it works

Reports are produced firm-side and only appear here when flagged client-visible; the portal lists them with status and a download link. Documents flow both ways — the firm shares files into the library and the client uploads their own, each stored in secure object storage.

flowchart TD
  gen["Firm generates report"] --> flag{"Marked client-visible?"}
  flag -->|"Yes"| reports["Appears in client Reports"]
  flag -->|"No"| hidden["Stays firm-only"]
  reports --> dl["Client downloads"]
  upload["Client uploads to Documents"] --> store["Secure object storage"]
  store --> shared["Shared library (firm + client)"]

How to use it

1. Open Reports in the portal sidebar (Reports section).
2. Browse reports by type and date; the status dot shows whether each is ready, processing, or failed.
3. Click Download on a completed report to grab the Excel/CSV file.
4. Open Documents for the shared file library.
5. Upload a file with the Upload button or by dragging it onto the drop zone; download any shared file from the list.

Pro tips

• Firm-side: mark a report client-visible when you generate it in the Books reports page so it shows up here automatically — no separate send step.
• Firm-side: schedule a recurring P&L or month-end package with client-visible delivery and clients see new reports here without an email attachment.
• Firm-side: if a client says a report is missing, check its status — a failed report needs regenerating from the firm side.
• Client-side: use Documents to drop receipts, bank statements, or signed forms instead of emailing them; the firm sees them attached to your business.
• Client-side: for a specific file the firm is waiting on, expect it under Document Requests — that queue tracks the ask end to end.

In-depth guide

Reports vs. Documents

Report statuses

A report only offers a Download action when it has a file ready.

Access controls

• Reports: gated by the client-visible flag set when the firm generates or schedules them — unflagged reports never reach the portal.
• Documents: available to client-portal users for the businesses they're assigned to; uploads are attributed to the client and stored in encrypted object storage.

How firm-side data flows in

• Reports: come from the firm's reporting and scheduled-delivery tooling; the portal is a read-and-download mirror of the client-visible subset.
• Documents: stored centrally, so the same files are visible to the firm in the Books workspace — there's no separate copy to keep in sync.

Edge cases

• No business selected: both pages show "No business selected."
• No reports yet: Reports shows "No reports available yet. Your advisor will generate reports for you to review here."
• No documents yet: Documents shows "No documents yet. Upload files or your advisor will share documents here."
• Oversized upload: files are expected to stay within the 10MB limit noted on the drop zone.