The CSR-lead-to-board handoff that used to take three weeks of spreadsheet work. Now: select a period, click Generate, hand to the CFO.
Top-of-report stats the CFO scans first. AI-drafted narrative that can be regenerated without re-querying the data.
The three program dimensions every board asks about. Each with quarter-over-quarter comparison and program highlights.
Specific programs and named impact stories — only the ones admin has approved for executive distribution.
Aggregate manager-activation data (Layer 2). Optional — omitted gracefully if manager view isn't deployed.
AI-drafted, clearly labeled as recommendations rather than data. CSR lead reviews before sending up.
Auditor-friendly source provenance for every metric: what was counted, how, over what window, with what caveats.
A CSR lead can confidently hand the report to a CFO or board. Numbers are accurate. Methodology is documented. Estimates are labeled as estimates.
We're intentionally not over-claiming. Formal ESG framework mapping (GRI, SASB, TCFD, B Corp) is a deferred phase. Today's report won't go through an ESG ratings agency directly.