PMs formatting, not managing
6–8 hours a month per PM compiling owner reports from scheduler exports, cost reports, CO logs, and RFI threads. That's a day of PM capacity spent on formatting instead of running the project.
ENGINE · OWNER REPORTING
Owner reports that build trust. In minutes, not days.
Trueleveler compiles data from all your project engines into polished owner-ready reports — schedule status, budget health, risk summaries, progress photos, and key decisions — formatted for stakeholder meetings, lender draws, and board updates.
60s
Avg Report Time
6-8 hrs
PM Time Saved / Month
6
Outputs Per Report
$0
To Try · No Card
§ 01
THE PROBLEM · OWNER REPORTS STEAL A DAY EVERY MONTH
And still arrive late, with inconsistent numbers.
Numbers that don't match across sections
Budget section shows one committed figure, the schedule narrative mentions a different one, the risk register cites a third. Owners notice. Trust erodes. The next meeting opens with a reconciliation instead of a forecast.
Reports that look rushed
Inconsistent formatting, missing photos, an executive summary written at midnight. Stakeholders read the polish, not just the numbers. A report that looks assembled at the deadline signals a project managed the same way.
Late to the owner meeting
Owner gets the report the morning of the meeting — or hears the update verbally because the file is still being wrestled into shape. Advance-read time is how you prevent surprises, not create them.
§ 02
WHAT YOU GET · SIX OUTPUTS, EVERY REPORT
Six outputs. Every report.
Schedule
Schedule status summary
Auto-generated narrative of milestone progress, critical path status, days ahead or behind, and upcoming look-ahead items — with visual timeline indicators.
Budget
Budget health dashboard
Contract value, committed costs, pending change orders, and budget variance at a glance. Includes cost-to-complete projections and cash flow status.
Risk
Risk & issue register
Active risks ranked by impact and likelihood, mitigation status, and key decisions requiring owner input — with clear urgency flags and deadlines.
Progress
Progress documentation
Photo log integration, work completed this period, weather delay tracking, safety metrics, and quality observations — formatted for professional presentation.
Summary
Executive summary
One-page narrative drafted from the report contents. Cross-referenced numbers, plain-English status, and the top 3 decisions the owner needs to make this period.
Export
Branded report export
One-click export as branded PDF or shareable live link. Standard templates for monthly owner meetings, lender draws, and board updates — custom branding on Enterprise.
§ 03
HOW IT WORKS · DATA TO OWNER-READY IN SECONDS
Data to owner-ready in seconds.
01
Connect project data
Trueleveler pulls schedule, cost, CO log, and risk data from your active engines. Add scheduler exports or cost reports directly. No manual data entry.
02
AI compiles and formats
AI synthesizes into a structured owner report with executive summary, schedule narrative, budget dashboard, risk register, and progress documentation.
03
Review and customize
Edit any section, add PM commentary, attach photos, tune the executive summary tone. Every number is cross-referenced so edits stay consistent.
04
Export for the meeting
Export as branded PDF or share a live link. Owner reads in advance — not during the meeting — and the next agenda leads with decisions, not reconciliation.
§ 04
THE IMPACT · WHAT CONSISTENT REPORTING PROTECTS
Trust at every meeting.
6-8 hrs/mo
Avg PM time compiling owner reports from multiple sources. Trueleveler gives that day back to the project — same report quality, zero assembly time, numbers that match across sections by default.
Report in 60s
What used to take a full PM workday now takes under a minute, plus review. Owner gets the report 72 hours before the meeting instead of walking in with questions the PM hasn't had time to answer.
Zero drift
Numbers are pulled from the same data source and cross-referenced before export. Budget, schedule, CO log, and narrative all reconcile automatically — no more mid-meeting apologies about mismatched figures.
§ 05
USE CASES · BUILT FOR EVERY STAKEHOLDER BRIEF
Every stakeholder. Every meeting.
§ 06
FAQ · QUESTIONS PMs ASK
Questions PMs ask us.
What data sources feed an owner report?
Trueleveler pulls schedule data, cost reports, change orders, RFI and submittal logs, risk registers, and progress photos from your active project engines. You can also upload external files — scheduler exports, cost reports, owner-specific data — and Trueleveler structures them into the same report format.
Can I customize the report format and branding?
Yes. Standard templates cover monthly owner meetings, lender draw requests, board updates, and JV partner briefings. Enterprise plans include branded templates with your logo, colors, and section structure. Every section is editable before export.
How often should owner reports be generated?
Most teams generate monthly for owner meetings, with ad-hoc reports for lender draws, board updates, or incident-triggered briefings. Trueleveler's speed (under 60 seconds per report) means you can also do weekly or bi-weekly for high-visibility projects without PM burnout.
Is Owner Reporting free to try?
Yes. The free plan gives you access to the Procurement Tracker at no cost with no credit card. To run Owner Reporting and the other 24 AI engines, Pro is $199/mo with 100 runs, and Business is $499/mo with 300 runs and API access. See full pricing.
Is my data secure?
Documents are processed in memory and never stored on our servers. Your data is never used to train AI models. Trueleveler is GDPR and CCPA compliant with SOC 2 practices in place. See our Security page for details.
§ 07
ALSO TRY · THE FULL REPORTING STACK
The full reporting stack.
START FREE · NO CREDIT CARD
Give your next owner report its day back — free.
Upload your project data and get a full owner-ready report in minutes. No credit card, no templates, no lock-in.