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Monthly summary reports

Auto-generated on the 1st of each month — what's in them and where to download CSV.

Updated 2026-04-29

On the 1st of every month, Plyrium auto-generates a one-page summary of the prior month + emails it to the workspace owner. Each summary covers: leads captured, calls answered, GBP impressions, ROI rollup, and the top 3 wins.

Where they live

/portal/reports lists every monthly report you've received. Click any row to open the in-portal view, which recomputes the numbers from raw data — so the figures always match your live dashboard, not a stale snapshot.

Downloads

Each report has Download CSV (lead-by-lead detail + call-by-call detail) + Print/Save as PDF (browser native print). Filename pattern: plyrium-report_YYYY-MM.csv so a year's worth sorts nicely.

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