Generating & Sharing Policy Reports

PolicyNote has three types of reports — Policy, Stakeholder, and Action — each focused on a different slice of your work. This article covers Policy Reports.

Tracking legislation inside PolicyNote is one thing. Communicating what's happening to the people who need to know, a director, a client, a board, is a different problem.

Policy Reports solve that. They let you pull a filtered slice of bills out of PolicyNote and turn it into a shareable, readable document: a PDF your leadership can open, a link you can drop in an email, or an embedded page on your website that stays current automatically.

Because every Policy Report starts from the same filter logic you already use to search, there's no duplicate data entry, no reformatting a spreadsheet, and nothing to manually update the next time the same stakeholder asks for the same rundown.

---

When Policy Reports are useful

Recurring updates to leadership or clients. If you're already tracking high-priority bills, a report turns that work into a deliverable in a few clicks. You can also schedule it to generate and land in inboxes automatically, on whatever cadence makes sense.

Cross-project views. Your internal folders might be organized by client, issue area, or geography, but a report can cut across all of them at once. You're not limited to reporting on one project at a time.

Sharing with people outside PolicyNote. If a client, coalition partner, or board member needs to stay current on legislation but doesn't have access to your workspace, a report gives them a clean, professional document without pulling them into PolicyNote directly.

---

How to create a Policy Report

Reports are built from search results, so you start in the Discover tab.

1. Set your filters. Click the filters button and narrow down the bills you want to include. Common filters for reporting:
   • Project: select one or more project folders to pull from
   • Priority: limit to high-priority bills only
   • Position: filter by your organization's stance (Support, Oppose, Monitor, etc.)
   • Legislation Status: focus on bills at a specific stage
   • Geography: useful if you're reporting on a specific state or region
   • Last Updated Date: "Last 7 days" is a reliable choice for weekly reports

2. Run the search. Click into the search bar and hit Enter to populate your filtered bill list.
3. Click "Create Report For All." This option appears once results load and captures everything in your filtered results.

4. Configure the report. In the window that appears, you can:
   • Give the report a title
   • Choose which modules to include (bill summaries, key dates, sponsors, etc.)
   • Set groupings for how bills are organized in the document
5. Click Generate in the top-right corner to produce the report.

---

What you can do with a report

This is where reports earn their keep. Once generated, you have four options:

Download: Save as a PDF to attach to an email or share directly.

Share: Get a link to a downloadable PDF or HTML version you can send to anyone.

Schedule: Set a recurring cadence and a delivery email address. PolicyNote regenerates the report automatically and sends it on schedule. For any recurring stakeholder update like a Monday morning leadership summary, this is the right move. Set it up once and it runs without you.

Embed: Get an embed code for a PDF or HTML version you can place on a website or client portal. The embedded report refreshes automatically every 24 hours, so it always reflects current data. If you have clients or stakeholders who want a live view of tracked legislation without logging into PolicyNote, this is the cleanest way to give it to them.

---

A few common scenarios

You manage multiple clients, each in their own project folder, and need a weekly high-priority summary across all of them. 

Filter by Priority = High, Last Updated Date = Last 7 days, and select all relevant project folders. Generate the report, then schedule it to deliver to your inbox (and your clients') every Monday morning.

You're an in-house team that needs to keep leadership current without sending manual updates. 

Set your filters once for the bills that matter most, generate the report, and schedule it. Leadership gets a consistent, up-to-date briefing on whatever cadence works without anyone on your team having to compile it.

You need to show clients a live view of their legislation without giving them access to your workspace.

Build the report with the relevant filters, then use the embed option. Drop the embed code into a client portal or website. It updates every 24 hours automatically, so it's always current without any work on your end.