# Summary Reports — weekly views the team actually uses > Pull a snapshot of every board, customer, and task that moved this week. Write your standup notes inline. Save the view so next Friday starts halfway done. ## What this is The view you walk into your weekly meeting with. Pick a period (this week, last week, the last 30 days, a custom range), pull every board and customer that moved, see what changed and who changed it, and write your talking points in the notes panel — all on one page. When the meeting is done, save the view. Next Friday you open it back up and the columns, filters, and structure are still there. You only fill in the new notes. ## The shape of a Summary Report Three columns side by side: 1. **What moved** — every board, customer, or task that had activity in the selected period. Grouped by customer, sorted by velocity. Includes status changes, completions, comments, time entries, and exec interactions. 2. **At risk** — items where the activity signal is *low* this period vs the prior period, or where a deadline is slipping. Surfaces the conversations to have, not just the activity to celebrate. 3. **Notes** — an editable text panel where you write talking points. Persists with the view. Multiple people can write at once. A column-switcher lets you re-group: by team, by owner, by stage, by tag. Same data, different lens. ## Where the data comes from Every event in BlueHill — a task moves status, a ticket resolves, an email arrives, a milestone hits — is in the activity log. Summary Reports query that log for the selected period and roll it up. Because the data is read directly from activity (not entered manually), the report can't lie. If a CSM claims they had a great week with Acme but Acme shows zero interactions in the period, that's visible. ## Friday meeting flow **T-15 minutes**: open the saved view from last week. Sit down with the team. **Meeting starts**: walk through "What moved". Skim the customers, hit the high-velocity ones first. The whole team sees the same screen. **At-risk review**: switch to the at-risk column. Discuss the 3 customers with low activity. Decide actions, write them into the notes panel as you go. **End of meeting**: save the view. Notes are preserved. Action items roll into next week's check. Most CSM teams report that Friday meetings used to take 90 minutes (someone had to assemble the data); they now take 25, because the data is already there. ## Recurring weekly summaries For teams that want a Summary Report on a schedule, BlueHill can auto-email a PDF every Friday morning, scoped to a saved view. Useful for execs who don't log in but want the digest. ## Period flexibility While "Summary Reports" started as a weekly tool, you can run them for any range: | Period | Common use | |---|---| | This week | Friday meeting | | Last 30 days | Monthly portfolio review | | Last quarter | QBR prep | | Custom range | Project retrospective | The view-switcher swaps the date range without touching the saved view's structure. ## Pricing Summary Reports are available on **Professional** ($79/user/mo) and **Enterprise**. The **Starter** tier ($29/user/mo) has the Status Reports view (this-week-vs-last-week) but not the editable-notes Summary Reports view. [See pricing](/pricing) · [Read customer stories](/customers) ## What this replaces Teams using Summary Reports typically retire: - A weekly Google Sheet that the team lead assembles every Thursday night - The "let me pull a quick report for the meeting" Slack thread - A separate meeting-notes doc that's disconnected from the actual customer data - The phrase "I'll get back to you with that number" ## See also - [Multi-view boards](/features/multi-view-boards) — the underlying boards the summary draws from - [Analytics](/features/analytics) — the broader reporting layer (Status Reports, SLA dashboards, time-tracking reports) - [Team collaboration](/features/team-collaboration) — how the team works together in the notes panel ## Try it [Start a 14-day free trial](https://app.usebluehill.com/sign-up) — no credit card required.