Reports → Monthly work reports lists, for any month, every customer who had completed visits. Preview PDF opens it; Generate & file saves it on the customer (Documents) and in their client portal, and emails it to their visit-report contacts if Email is ticked. Internal is the office copy without the customer framing.
Each visit shows the date, site and round, the tasks ticked off, who was there, time on site (respecting your "show times / durations" settings), any notes the crew flagged for the customer, waste taken off site, and up to three photos. Totals at the top: visits, hours, sites.
You can also generate one from a customer's Documents tab (all their sites) or from a contract's Documents tab (just that contract's visits). Re-generating the same month replaces the earlier file.
Automatic: on the customer's Documents tab tick Send last month's report automatically on the 1st. On the 1st of each month everyone with the tick who had at least one completed visit gets last month's report, filed and emailed. Ideal for schools, councils and facilities managers who want proof of service without asking.