Reports that agree with your data.

A report written from your records cannot quietly contradict them. Proposals, summaries and the monthly update — sourced, versioned, and ready to send.

Quarterly report
Pipeline health, Q3
SegmentDealsValue
Enterprise12$148k
Mid-market31$96k
Numbers that match
because they come from your records
Writes itself on schedule
as a step in a workflow
Share without losing control
revoke or expire any link
Every draft recoverable
compare any two versions
Sourced from your data

The numbers come from the system.

A document generated from your collections cannot quietly disagree with them. When the underlying records move, regenerate and the report moves with them.

  • Written from the collections your automations already maintain
  • Tables and figures pulled from live records, not retyped
  • Regenerate on a schedule so the monthly report writes itself
  • Rich documents, spreadsheets and presentations are all first-class artifacts
Quarterly report
Pipeline health, Q3
SegmentDealsValue
Enterprise12$148k
Mid-market31$96k
Editing

Every save is a version you can go back to.

A full editor with version history and a side-by-side diff, so editing a document is never a one-way door — and you can always see what changed between two drafts.

  • Version history with a side-by-side diff
  • Unsaved-changes guard, so nothing is lost by navigating away
  • Change anything by describing the change, or edit it by hand
  • Trash and restore, like everything else in the workspace
Export as
PDF
DOCX
PPTX
XLSX
PNG
Native files, not screenshots — they open in the tools people already use
Publishing

Share a link, keep control.

Publish one specific version to a public address. Readers stay pinned to what you published even while you keep editing, and you can revoke or expire it whenever you like.

  • Public or unlisted, with search indexing controlled per document
  • Readers see the published version, never your work in progress
  • Optional expiry date and a downloadable export
  • Auto-generated social preview image
cheqq.ai/d/q3-pipeline-review
Quarterly report
Pipeline health, Q3
SegmentDealsValue
Enterprise12$148k
Mid-market31$96k
Published v4UnlistedExpires in 30 days

From data to document

1

Point it at your collections

Say what the document is for and which data it should draw on.

2

Cheqq writes it

Structured sections, tables and figures built from live records, themed with your brand kit.

3

Export or publish

Download a .docx or .pdf, or publish a specific version to a link you can revoke.

Questions about docs

Are these real Word and PDF files?

Yes — documents export as .docx and .pdf, files that open natively in the tools your recipients already use.

Can a report keep itself up to date?

Generation can be a step in a workflow, so a scheduled trigger can rebuild the report from current data and email it out without you opening anything.

Who can see a published document?

Whoever you choose. Public documents are indexable, unlisted ones are not, and either can carry an expiry date or be revoked. Readers always see the exact version you published, not your drafts.

Can I edit what it produces?

Fully. There is a complete editor with version history and a diff, and you can also change the document by describing the change the same way you asked for it.

Write the report from the data

Point Cheqq at your collections and ask for the report. Free to start, no credit card.

Start free