Produce Client Reports
Turn your compliance and risk work into board-ready reports, charts and dashboards. Export polished deliverables your clients can present to their executives.
Replace:
Excel
PowerPoint
Word
DeliverablesReady
Q3 risk reportPDF
Fleet dashboardApp
Board packPPT
9Reports built
24Charts included
5Clients served
Checklist steps done91%
Hand over reports the board can read
You review a drafted report instead of building one, with charts on paid plans.
The problem
Hours spent formatting reports
You do the compliance or risk work, then spend just as long turning it into a presentable document. Formatting eats the time you should be billing.
With Dimeri
Reports ready for your review
Ask the assistant for the report and it drafts it from the work already in the workspace. You review it instead of formatting it.
The problem
No visuals for the board
You hand the client a wall of text or a raw spreadsheet. Their board wants charts and dashboards, not paragraphs and cell references.
With Dimeri
Give the board charts, not cell references
On Project and Program plans, Dimeri builds a dashboard of KPI tiles and charts from each deliverable. Switch any chart to another type.
The problem
Slow turnaround on exports
The client asks for a report. You spend a day assembling it in Word, checking formatting and fixing page breaks before you can send it.
With Dimeri
Deliver the same day the client asks
Download PDF, Word or PowerPoint deliverables, with no Dimeri watermark on paid plans.
Integrations
Connects to the tools you already run on
Google Drive
Gmail
OneDrive
SharePoint
Outlook
Start delivering work in three steps
1
Create your workspace
Sign up free in under a minute, then create a client workspace with the client's details, scope and documents.
2
Invite your team
Add colleagues and assign roles. Everyone works from the same workspace so nothing gets lost between people.
3
Get to work
Generate your first client report, open its dashboard on a paid plan and download a deliverable they can present to their board.
Partnership programme
Doing this for clients? Do it as a partner.
Consultancies, advisory firms and independent practitioners run their whole book on Dimeri. You keep the client relationship and the methodology. We supply the platform underneath it.
- A separate workspace for each client, with access you control
- A team of AI assistants per client that works from your scope
- Board-ready reports drafted from the register, not rebuilt
Frequently asked questions
You can create a workspace and generate your first report in under ten minutes. There is nothing to install.
Export to PDF, Word, Excel or PowerPoint. On paid plans, exports carry no Dimeri watermark.
Yes, on Project and Program plans. Dimeri builds a dashboard from each client's deliverables and rebuilds it when they change, so the client sees a current view of their compliance and risk position.
No. Dimeri generates charts, tables and structured reports from your work. Review and export without touching a spreadsheet.
You control access. Invite the client in as a viewer to follow progress, or keep the workspace to your team and deliver a finished report instead.
All data is encrypted at rest and in transit. Each client workspace is isolated, and each person sees only the workspaces they were added to.
Put the work on one platform
Turn your compliance and risk work into board-ready reports, charts and dashboards. Export polished deliverables your clients can present to their executives.
Book a demo