Report builder

Automated Client Reporting

Automate client reporting: paste campaign data, get a client-ready report — KPIs, revenue trend, channel breakdown, written insights — as PDF. Free.

  • Free preview
  • No signup
  • PDF download
  • No watermark

Your data

No signup, no watermark. The preview on the right uses real sample data — run it, then download.

Result · 16 rows

Client Performance Report

Executive Summary

Across {{periodStart}}–{{periodEnd}}, total revenue reached $66,100.00 from 16 channel-months of activity.

Spend
66,100
Leads
2,560
Revenue
624,300

Revenue Trend

Revenue by Month

2024-03
131,000
2024-04
147,300
2024-05
163,800
2024-06
182,200

Channel Breakdown

Revenue by Channel

Paid Search
219,000
Paid Social
136,900
Email
103,100
Organic
165,300

Full Detail

MonthChannelSpendClicksLeadsRevenue
2024-03Paid Search$8,200.009,840184$46,200.00
2024-03Paid Social$5,400.0012,600142$28,800.00
2024-03Email$1,200.004,30096$21,400.00
2024-03Organic$0.0015,200128$34,600.00
2024-04Paid Search$8,800.0010,620201$51,800.00
2024-04Paid Social$5,900.0013,800158$32,400.00
2024-04Email$1,300.004,720108$24,200.00
2024-04Organic$0.0016,800141$38,900.00
2024-05Paid Search$9,400.0011,380223$57,600.00
2024-05Paid Social$6,300.0014,900171$35,900.00
2024-05Email$1,400.005,180119$27,100.00
2024-05Organic$0.0018,400156$43,200.00
2024-06Paid Search$9,900.0012,140242$63,400.00
2024-06Paid Social$6,800.0016,200188$39,800.00
2024-06Email$1,500.005,640131$30,400.00
2024-06Organic$0.0020,100172$48,600.00
Insights
  • Dataset has 16 rows.
  • Spend: total 66,100, average 4,131.25, peak 9,900.
  • Clicks: total 191,820, average 11,988.75, peak 20,100.
  • Leads: total 2,560, average 160, peak 242.
  • Revenue: total 624,300, average 39,018.75, peak 63,400.

How it works

From your data to a result in four steps

  1. 01
    Provide the data

    Drop or paste an export; the report builds from it (the preview uses sample data).

  2. 02
    Sections are assembled

    A title, headline metrics with change, a written summary and a supporting table.

  3. 03
    Preview & download

    See the finished report and download it as a PDF — no watermark, no email gate.

  4. 04
    Schedule it (optional)

    Graduate to a workspace that pulls the data and delivers the report on a schedule.

FAQ

Frequently asked questions

What is automated client reporting?
Generating recurring client performance reports from your data automatically instead of assembling them by hand each period — the structure, charts and commentary are produced by a tool, so every client gets a consistent report the moment the numbers land.
How do I automate client reports?
Paste or upload your campaign data (spend, leads, revenue by channel and month). The tool assembles an executive summary, KPI cards, trend charts and written takeaways you can export as PDF.
What should an automated client report include?
An executive summary in plain language, three to five KPIs the client actually cares about (spend, leads, revenue, ROAS), a trend chart for the period, a channel breakdown, and next-step commentary. Everything else belongs in an appendix.
Can the report be branded and scheduled?
In the free tool you get an instant report. Graduate to a TableDI workspace to brand it, connect the data source, and have it generated and emailed to each client on a monthly schedule.
What data does it need?
Any per-period metrics work. For the richest report include a date/month column, a channel dimension and metrics such as spend, leads and revenue.