Sharing Progress Reports with Your Partner

Regular progress reports keep your accountability partner informed and engaged in your recovery journey. Whistl makes sharing easy with automated reports, customisable content, and flexible privacy controls. This guide shows you how to configure progress sharing that strengthens accountability without compromising your privacy.

Why Share Progress Reports?

Regular progress sharing benefits both you and your partner:

• Transparency: Partner sees your genuine efforts
• Celebration: Wins are more meaningful when shared
• Early intervention: Partner can spot concerning trends
• Motivation: Knowing you'll report progress encourages consistency
• Informed support: Partner knows how best to help

Users who share weekly reports with partners have 52% higher retention rates.

Types of Progress Reports

Whistl offers several report formats:

Weekly Summary

• Content: Gambling-free days, money saved, risk trends
• Frequency: Every Monday morning
• Format: Email or in-app notification
• Best for: Regular accountability check-ins

Milestone Reports

• Content: Achievement details, progress toward goals
• Frequency: When milestones reached
• Format: Celebratory notification with share button
• Best for: Celebrating wins together

Monthly Review

• Content: Comprehensive month overview, trends, insights
• Frequency: First of each month
• Format: PDF report with charts
• Best for: Deep accountability discussions

Real-Time Dashboard Access

• Content: Live view of your Whistl dashboard
• Frequency: Partner accesses anytime
• Format: Partner's Whistl app
• Best for: Highly engaged partners

Step 1: Access Partner Sharing Settings

1. Open the Whistl app
2. Tap Accountability in bottom navigation
3. Tap on your partner's name
4. Select Sharing Settings
5. Review current sharing configuration

Step 2: Configure Automated Reports

Enable Weekly Summary

1. In Sharing Settings, find Automated Reports
2. Toggle Weekly Summary to ON
3. Choose delivery day (default: Monday)
4. Choose delivery time (default: 9am)
5. Select delivery method (email or in-app)
6. Save settings

Enable Monthly Review

1. In Automated Reports, toggle Monthly Review to ON
2. Choose delivery day (default: 1st of month)
3. Select format (PDF attachment or in-app)
4. Save settings

Enable Milestone Notifications

1. In Automated Reports, toggle Milestone Alerts to ON
2. Choose which milestones trigger notifications:
   • Clean day streaks (7, 14, 30, 60, 90 days)
   • Money saved milestones ($500, $1000, $5000)
   • Goal achievements
   • Challenge completions
3. Save settings

Step 3: Customise Report Content

Control exactly what your partner sees:

Content Categories

Configuring Content

1. In Sharing Settings, tap Content Preferences
2. For each category, select your preferred visibility
3. Preview what partner will see
4. Save your preferences

Step 4: Set Up Manual Sharing

Sometimes you want to share specific updates:

Sharing a Milestone

1. When you hit a milestone, celebration screen appears
2. Tap Share with Partner
3. Add optional personal message
4. Tap Send
5. Partner receives notification immediately

Sharing a Custom Report

1. Go to Analytics → Reports
2. Create or select the report you want to share
3. Tap Share icon
4. Select your partner from contacts
5. Add optional message
6. Send via email or in-app

Sharing During Difficult Times

You can also share when struggling:

1. Tap Help → Contact Partner
2. Choose message type:
   • "Having a tough day"
   • "Need encouragement"
   • "Almost slipped"
   • "Custom message"
3. Add details if you want
4. Send to partner

Step 5: Configure Partner Dashboard Access

For partners who want real-time visibility:

Enabling Dashboard Access

1. In Sharing Settings, tap Dashboard Access
2. Toggle Allow Partner Access to ON
3. Set access level:
   • Full access: Everything you can see
   • Limited access: Selected sections only
   • Summary only: High-level metrics
4. Set access hours (optional):
   • 24/7 access
   • Business hours only
   • Custom schedule
5. Save settings

Report Content Examples

Weekly Summary Example

Weekly Progress Report for [Your Name]

Period: March 1-7, 2026

Clean Days: 7/7 days (100%)

Money Saved: $347 compared to baseline

Average Risk Score: 0.32 (Low)

Interventions: 3 triggered, 3 successful

Top Achievement: First full clean week!

Areas of Note: Risk elevated on payday (Thursday) but stayed clean.

Milestone Report Example

🎉 Milestone Achieved!

[Your Name] has reached 30 clean days!

Total Saved: $1,847

Previous Record: 12 days

Next Milestone: 60 days (30 to go)

Celebrate this amazing progress!

Privacy Considerations

Balance accountability with privacy:

Privacy Best Practices

• Start limited: Begin with less sharing, increase as trust builds
• Be honest: Don't hide significant struggles from primary partner
• Review regularly: Check monthly if sharing level still feels right
• Communicate: Talk with partner about what's helpful vs. overwhelming
• You're in control: Change settings anytime

Troubleshooting Report Sharing

Problem: Partner Not Receiving Reports

Solutions:

• Verify partner's email address is correct
• Check partner's spam/junk folder
• Ensure partner has Whistl notifications enabled
• Send test report to verify delivery
• Check your internet connection when reports generate

Problem: Too Much Information Shared

Solutions:

• Review and adjust content preferences
• Switch from exact amounts to ranges
• Reduce report frequency
• Change from real-time to summary access

Problem: Partner Not Engaging with Reports

Solutions:

• Ask partner what format would be more useful
• Reduce frequency if reports are overwhelming
• Have conversation about expectations
• Consider if this is the right partner for you

Making the Most of Progress Sharing

For You (the User)

• Review before sending: Check reports look accurate
• Add personal notes: Context helps partner understand
• Be honest about struggles: Hiding problems defeats the purpose
• Celebrate together: Share excitement about wins

For Your Partner

• Read reports promptly: Shows you're engaged
• Respond to milestones: Celebrate their achievements
• Notice patterns: Comment on trends you observe
• Ask questions: Show interest in their journey
• Offer support: Reach out when you see struggles

Conclusion

Progress reports transform accountability from abstract to concrete. By sharing your journey regularly, you build trust with your partner, create external motivation, and ensure someone is watching out for your wellbeing. Configure sharing that feels comfortable, adjust as needed, and remember: the goal is support, not surveillance.

Related: Inviting Partners | Multiple Partners | Data Export