Owner Reporting Engine

Generate owner reports that build trust. Automatically.

AI compiles data from all your project engines into polished owner-ready reports — schedule status, budget health, risk summaries, and key decisions — formatted for stakeholder meetings.

Generate Owner Report → See Pricing

app.trueleveler.com — Owner Reporting · March 2026 Monthly Report · Riverside Tower

Active reports

92%

Schedule health

$2.4M

Budget variance

Open risks

Monthly Owner Report — March 2026 DRAFT

Schedule Status

Structural: On track (Day 142 of 180)

MEP rough-in: 4 days behind

Exterior envelope: Ahead by 2 days

Budget Summary

Contract: $48.2M

Committed: $42.8M

Variance: $2.4M under budget

Key Decisions Required

URGENT Curtain wall supplier lead time extension — approve by Apr 10

PENDING Elevator lobby finish selection — 3 options presented

INFO Phase 2 parking garage permits approved

The Problem

Owner reports take hours to compile from scattered sources — and they're always late.

PMs spend more time formatting than analyzing. Data lives in spreadsheets, schedules, cost reports, and email threads that all need to be manually pulled together into a single narrative. Meanwhile, stakeholders lose confidence when reports look rushed or incomplete — and they notice when the numbers don't match across sections. Trueleveler pulls data from all your project engines and compiles it into a polished, consistent report in minutes.

6–8 hrs

PMs spend an average of 6–8 hours per month compiling owner reports from multiple sources — time that could be spent managing the project instead of reporting on it

What You Get

Four sections, one polished report.

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 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 & Issue Register

Active risks ranked by impact and likelihood, mitigation status, and key decisions requiring owner input — with clear urgency flags and deadlines.

Progress Documentation

Photo log integration, work completed this period, weather delay tracking, safety metrics, and quality observations — formatted for professional presentation.

How It Works

Project data to owner report in minutes.

Connect project data from engines

Trueleveler pulls schedule data, cost reports, change orders, and risk logs from your active project engines. No manual data entry required.

AI compiles and formats the report

AI synthesizes data into a structured owner report with executive summary, schedule narrative, budget dashboard, risk register, and progress documentation.

Review, customize, and export for owner meeting

Edit any section, add commentary, attach photos, then export as PDF or share a live link. Branded templates available for Enterprise plans.

Use Cases

Built for how stakeholder reporting actually works.

Monthly owner progress reports

Lender draw request support

Board/investor updates

CM/Owner's rep reporting

Joint venture partner updates

Public project stakeholder reports

Design-build milestone reports

Portfolio-level executive summaries

Pricing

Start free. Upgrade when you're ready.

Owner Reporting is included in every paid plan — along with all 19 AI engines across 5 phases, the Procurement Tracker, and Vendor Database.

Free

^$0/mo

Procurement Tracker only. 1 user. No credit card.

Pro POPULAR

^$199/mo

All 19 AI engines. 100 runs/mo. Up to 3 users.

Business

^$499/mo

300 runs/mo. 10 users. API access. Custom templates.

See full pricing including Enterprise →

Build owner reports that inspire confidence.

Connect your project data, generate a polished stakeholder report in minutes.
No credit card, no manual formatting.