What happened
What this says
Current to 11 Oct 26Helen requested PDF export for board-pack reports to eliminate manual copy-paste and transcription errors. Bethan acknowledged similar requests from other customers and escalated to product.
Problem: Helen manually copies monthly figures from the brain into a board template each month, which is time-consuming and error-prone. Handling: Bethan recognized this as a valuable use case with similar requests from other customers and escalated to the product team for consideration.
Watch: This request indicates strong adoption for leadership reporting. PDF export would deepen engagement and reduce operational friction.
Details
Updated 9 Oct 26Trail
- created · Helen Marsden 30 Jan 2025 08:51Hi, we've been using the brain for a few months now and it's making a real difference to how we present our performance to the board. Each month, I pull the key figures for the tenant, repairs and arrears sections of our board pack and copy them manually into our template. One thing that would save us a lot of time and error-checking: could we export the board-pack report as a PDF, so I can include it directly in the board documents? At the moment that manual copy-paste is time-consuming and it's easy to make transcription mistakes. If the brain could generate the PDF automatically, we'd reduce the risk of errors and free me up to focus on the analysis side instead of admin.
- public_reply · Bethan Lister 30 Jan 2025 18:34Thanks for the idea, Helen. That's a really valuable use case: we've had similar requests from a few other customers who use the brain for reporting to their leadership teams. PDF export would definitely streamline the workflow. I'm going to escalate this to our product team and get it added to the feature backlog. I'll come back to you once they've reviewed it and can give you a sense of timing. For now, this is logged and on the radar.
- status_change · 4 Feb 2025 23:59