Client reporting

Client reports in the format your client opens.

HTML page, PDF, PowerPoint or Google Slides, built from the client's own accounts on the schedule you set, in your agency's voice. A person approves it before it leaves.

See what she can do

Every figure names its source and period
Editable in Google Slides
Never sent by Patricia herself

How you build it

Three messages, then it runs every month.

You tell her what to report on once. She turns it into a reporting skill for that client, puts it on a schedule and delivers it in the format you pick.

Define the report

The metrics, the sources, the comparison and your tone. She saves it as a reporting skill, so every run follows the same rules.

Thibaut

@Patricia build a reporting skill for Northwind: leads, cost per lead and ROAS from Google Ads and Meta, clicks from Search Console, vs last month. Flag anything 15% off target. Short sentences, no exclamation marks.

Patricia APP

Skill saved: Northwind monthly report.

6 metrics4 sources1 alert ruleyour tone

Set the schedule

Weekly, monthly or quarterly, per client, posted in that client's channel. She runs it once for your check first.

Thibaut

Run it on the 1st of every month at 07:00 and post it in the Northwind channel.

Patricia APP

Scheduled.

Next run 1 Oct, 07:00 Brussels · first run posted for review

Pick the format

A page, a PDF, a PowerPoint or a Google Slides deck in the client's Drive. Change it any month with one line.

Thibaut

As a Google Slides deck in their Drive, plus the page link here.

Patricia APP

Done. Both will arrive on the 1st.

Google SlidesHTMLReport page

The format we like most: Google Slides

She builds the deck. You tweak it in Slides, no new prompt.

The report lands as a real Google Slides deck in the client's Drive, in your template. Change a headline, move a chart, add your own comment before the call. Every slide stays editable, so the last 5% takes a minute and never another round of prompting.

Northwind · September report

Made by Patricia

Bricolage Grotesque28BISlideshow

September report

Northwind · SeptemberBrightside

Clicks up 3.8% on August.

Clicks5,948+3.8%

Impressions+10.3%vs August

Avg position11.9from 12.6

Wins & losses

Next 30 days

Northwind · SeptemberBrightside

Clicks up 3.8% on August.You

Clicks5,948+3.8%

Impressions+10.3%vs August

Avg position11.9from 12.6

Speaker notes · Mention the headshot article, +316 clicks.

1She builds the deckFrom the client's accounts, in your template and your voice, on the schedule you set.

2It lands in their DriveA real Google Slides file, link in the channel. Text stays text, charts are placed, notes filled in.

3You add the last touchRewrite a line, reorder a slide, add a comment. Seconds of editing, instead of another prompt and another wait.

Figures from BetterPic's September SEO report, shown for an example client. Charts arrive in Slides as pictures; the attached PowerPoint keeps them editable.

Any format

She doesn't stop at Slides. Any format your client opens.

Same data, same approval. The deck, a page, a PDF or their own PowerPoint template: you pick per client, and you can change it any month.

Format	Best for	What the client gets	Good to know
HTMLHTML page	Weekly and monthly reports read in the channel	A private link that opens in the browser, TLDR first, sources named	Public link only when you ask, with an expiry date
PDFPDF	The client who wants an attachment, or prints	A4 portrait or a 16:9 deck, in the brand kit	Built only when the ask names a PDF, a deck or printing
PPTPowerPoint	The client with their own template	Native charts, speaker notes, edits that keep the template	Lint and thumbnails run before delivery
Google Slides	The client who lives in Drive	A deck in their Drive, link in the channel	Edit by hand, no new prompt Charts arrive as pictures; the PowerPoint stays editable

# northwind-brightsideshared1 Oct

ThibautSep 24

@Patricia from now on, post the Northwind monthly report here on the 1st, in our voice, as a page and as a Google Slides deck in their Drive.

Patricia APP1 Oct · 07:00

September report · Northwind · Google Ads, Meta, GA4 and Search Console, September vs August. Draft for your check, in the Brightside voice.

HTML pagePrivate link, opens in the browserPDFA4, branded, for the attachmentPowerPointTheir template, charts editable

Google SlidesPushed to their Drive

Send to Northwind?

Nothing leaves without a yes. Edit the draft or the format first.

ApproveEditChange format

Thibaut07:12

Approved. Send it. Thanks.

What she does

Ask once. Get it every week, every month.

On the schedule you set

Say it in the channel. Weekly digest on Monday, the full report on the 1st, a QBR deck each quarter. She writes the schedule back and posts the first run for your check.

"Schedule that to run monthly and deliver it in this channel." Next run written back with the time zone.

Skills scheduled-check-in client-report-draft

From the client's own numbers

Google Ads, Meta, GA4, Search Console, Stripe. Every figure names its comparison period and its source. She resolves what a "result" counts on each campaign before quoting a cost per result, and explains why the tools disagree instead of averaging them.

September, latest 30 days: 5,948 clicks, up 217 (+3.8%). CTR 2.26% to 2.13%. Search Console marked the last three days incomplete, so they may be revised.

Skills campaign-status conversion-definition metric-reconciliation

The format they open

An HTML page with a private link. A client-facing PDF or QBR deck. A PowerPoint with native charts and speaker notes, or edits to their existing deck that keep its template. A Google Slides copy in their Drive. Word and Excel when the ask names them.

Google Slides: charts arrive as pictures; the attached PowerPoint keeps them editable.

Skills artifact pdf-report pptx-tools docx-tools xlsx-tools

Your voice, your template, your approval

Drafted in the agency's or the client's voice, learned from real examples and from your corrections. The brand kit sets logo, colours and fonts. She never sends anything herself; the draft waits in the channel.

Correction once: "no exclamation marks, name the period in the first line." Kept for every report after.

Skills brand-voice brand-kit

Questions

What agencies ask about reporting.

Can we automate the reporting? +

Yes. Schedule it as you wish: weekly, monthly, quarterly, per client. The format and the content are up to you. There are skills that help you use our template, and it is fully flexible.

Does she send it to the client? +

No. She drafts it and waits for a yes from your team. After the yes she can post it in the client's shared channel, and the client can approve it there too.

Will it match our template? +

Yes. Give her your deck and she edits it while keeping the template. Give her the brand kit and every page, PDF and deck follows it. Corrections you make once are kept.

What if GA4 and Meta disagree on the same campaign? +

She explains why, sizes each cause, and states the part she cannot explain. She never reconciles to a single "true" number.

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