AI Reports lets you generate branded PDF progress reports for your clients and deliver them directly via Trainerize message. Reports cover workouts, nutrition, habits, body composition, biometrics, and more — all presented with your business branding.
Available on the Starter and Business packages.
Where to Find It
Go to AI Reports in the AI Features section. The page has 3 tabs:
Client Reports — select a client and generate/send reports. Use the search bar to quickly find clients by name or email.
Report History — view all previously sent reports
Report Settings — customize branding, colors, and message templates
How to Generate a Report
For a Single Client
Go to the Client Reports tab
Select a client from the list
Click Generate on the client row
Choose a date range:
Last Week — previous Monday to Sunday
This Week — current Monday to today
Monthly — last 30 days
Custom — pick any start and end date
YOY 2025 — full year 2025 summary (Jan 1 – Dec 31) with a special multi-page layout
Click Preview Report to see the PDF
Click Send to Client, customize the message, and send
For Multiple Clients (Bulk)
Select multiple clients using checkboxes
Click the bulk generate button
Choose date range, sender trainer, and message template
Reports are generated and sent to all selected clients
Bulk generation features:
Deduplication — if a client already received a report today, they are automatically skipped to prevent duplicate sends
Live progress tracking — a progress bar shows how many reports have been completed, failed, or skipped in real time
Cancel mid-batch — you can cancel an ongoing bulk operation at any time
What's in the Report
Each PDF report can include the following sections (based on available data):
Exercise & Performance — workouts completed vs scheduled, completion %, personal records
Nutrition & Macros — calorie compliance, macro breakdown (protein/carbs/fats), daily averages
Biometrics — sleep data, steps, and resting heart rate
Body Composition — weight trends, body fat percentage
Habits — per-habit completion percentages with progress bars
Achievements — badges earned from Trainerize
Progress Photos — side-by-side before/after comparison
Each section includes a comparison to the previous period (e.g., "vs last week") so clients can see their trends at a glance.
Year in Review reports include a special annual overview page with communication stats (total messages, messages sent/received), annual activity totals (steps, calories, workouts, habits), and earliest-vs-latest progress photo comparisons.
Unit System (kg vs lbs)
Reports respect your unit system preference for all weight and body composition data.
How it works:
If a client has a per-client unit preference set, the report uses that
Otherwise, it falls back to your business default unit system
If neither is set, it defaults to imperial (lbs)
This applies to weight values, weight change badges, lean mass, and personal record labels. Both single reports and bulk/scheduled reports respect this setting.
Public Report Link
When you send a report, clients receive a shareable link that opens the report as an interactive web page — no login required. This is the link generated by the {link} placeholder in your message template.
The public report page renders the same content in the browser, including all sections and branding. Each report has a unique, secure token so only people with the link can view it.
Scheduling Automatic Reports
You can schedule reports to send automatically for each client. For full details, see How to Schedule Automatic Progress Reports.
Quick overview:
Select a client in the Client Reports tab
In the client detail panel, toggle Scheduled Reports ON
Configure frequency (Weekly, Bi-Weekly, Monthly), day, time, report period, and sender
Reports are generated and delivered automatically on schedule via Trainerize message.
Customizing Report Branding
Go to the Report Settings tab to customize colors, themes, logo, motivational messages, and message templates. For full details, see How to Customize Report Branding, Colors, and Message Templates.
Report History
The Report History tab shows all previously sent reports with:
Client name
Report type (Weekly, Monthly, Year in Review, Custom)
Date range covered
Status (Sent, Failed, Generated)
Timestamp
Search by client name, email, or report type to find specific reports.
Requirements
Plan: Starter or Business package
Client must have a Trainerize message thread — reports are delivered via Trainerize messages. If a client has no thread, the option to send won't appear.