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From reviewed sessions to a report draft.

Choose the relevant period, check the generated report, and keep the supporting sessions with the account of progress.

Report period options in Noteable: last 3, 6 or 12 months, or year to date, each with its date range
Choose the period first. The report draws on the reviewed sessions recorded in that range. Fictional client.
  1. 01 · Select

    Start with the relevant sessions.

    Use the client record and reporting period to bring the available evidence together.

  2. 02 · Review

    Check the account of progress.

    Read the draft alongside the source sessions. Edit it to reflect your professional judgement.

  3. 03 · Share

    Export a record you can explain.

    Produce the reviewed report with its supporting evidence for the people who need it.

In practice

The source stays within reach.

A report grounded in captured sessions is easier to review, explain, and update when more detail is needed.

Ready to see it?

Build the report from the sessions you recorded.

Capture a session, review the draft, and keep a record that is useful next time.

  • Unfinalised sessions visible
  • Evidence coverage
  • Produce on demand
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