Client reports, and how to send them on a schedule
A report is the thing a client actually sees. Everything else in OlympiaTrack, the lists, the positions, the notes, exists so that this document is right without you rebuilding it every week.
Build one
Open Reports. Pick the lists it should cover, then decide what goes on it. Every field is a toggle, and the preview redraws as you switch things:
- Status and last action: where each bill is and what happened to it most recently
- Hearings: upcoming ones, with the committee and the date
- Positions: your client-facing stance on each bill
- Priority and Action: your own labels, if you use them (they are yours, not the team's)
- Notes: what you wrote on the bill
- AI summaries: the plain-language summary of what the bill does
- Scorecards and whip counts: how legislators have voted, or where you have them
Untick any bill you do not want on this particular report. That exclusion belongs to the report, not to the list, so nothing you remove here disappears from anywhere else.
Sort it the way your client reads
The sort control decides the order bills appear in. Alphabetical and bill-number order are there, and so are two that follow your own judgement:
- Priority puts your most important bills first, in the order your labels are arranged, not alphabetically by label name.
- Action does the same for what needs doing.
Bills you have not labelled sort last rather than first. An unranked bill is not a low-priority bill, and putting it at the bottom is the honest place for it.
Print it, or email it
Download PDF gives you the document to attach or hand over. Email this report sends the same content as the body of an email, so nobody has to open an attachment on a phone.
Put it on a schedule
Schedule this report turns the report you are looking at into a standing send. You choose:
- Weekly on a day, monthly on a date, or once on a specific day
- The hour, Pacific
- Who receives it
The schedule stores what the report contains, not a snapshot of it, so the Friday send is rebuilt from your lists that morning. A bill you add on Wednesday is on it. A client you take on in October appears in a schedule you wrote in August, if you chose all my lists rather than naming them.
Every recipient gets their own copy with their own unsubscribe link, so one client asking to stop does not silence the others. You get a copy of every send. Yours carries no unsubscribe link; you stop your own schedule by deleting it.
A schedule sends up to 10 addresses. That limit is about deliverability rather than capacity: at higher volume this is bulk mail leaving our domain on your behalf, and one spam complaint from a stranger's inbox degrades delivery for every OlympiaTrack customer, including the hearing alerts people depend on in session. If you need to reach a few hundred members, Enterprise accounts can send from their own address instead. Their name in the inbox, their sending reputation, up to 200 recipients. Ask us and we will set the domain up with you.
What arrives
The email carries your firm's name, and on an Enterprise account your logo and colour. It carries no mention of OlympiaTrack, no signup link and no advertising. It is your work product going to your client, and it should read like it came from you.
Last updated September 2, 2026.