A client report shows the results of your work. It keeps clients informed, builds trust, and supports future strategies.
Many small teams use free client report templates in PowerPoint or PDF format. For a few clients, this works fine. You copy data, update charts, and send the report.
But that process doesn’t scale. If you manage dozens or hundreds of clients, manual reporting takes too much time. It pulls your team away from campaign performance and client communication.
In this article, you’ll learn what goes into a great client report and how automation can save time so you can focus on your marketing efforts.
What is a Client Report?
A client report is a formal document that explains what you did, what you achieved, and what needs to happen next. It gives clients a full view of your performance and helps guide business decisions.
Agencies and marketers use it to show progress, improve communication, and maintain strong client relationships.
Each report should focus on results that match the client’s goals. It should connect campaign performance to real outcomes, not just show numbers.
Whether you’re sending a monthly report, a quarterly report, or a one-time update, the structure should stay consistent.
Key Elements
What every report should include:
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Executive summary - Give a short overview of the results so that the client sees the outcome quickly without digging through the full report.
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Key metrics - Highlight the numbers that show real performance. Choose metrics tied to the client’s specific goals, such as conversions, click-through rate, or revenue.
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Visual data (charts, tables) - Add visuals that show trends and comparisons clearly. A chart can explain more than a paragraph of numbers.
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Insights and analysis - Explain what the numbers mean. Use your findings to highlight problems, show progress, and guide the next steps.
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Action items or recommendations - Tell the client what to do next based on the results. Keep these focused, relevant, and realistic.
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Timeframe or reporting period - Make it clear which dates the data covers. Without this, it’s hard to track key performance indicators or spot trends.
Types of Client Reports
Different clients need different types of reports. The format and focus depend on the services you provide, the key data points you track, and the goals your client wants to reach.
Each report should match the results to the client’s business and support clear client communication. Below are common report types marketing agencies use.
Marketing Reports
A marketing report shows how your campaigns perform across all marketing channels. It helps educate clients to understand where their money goes and what results they get in return.
Most agencies build these reports around specific goals such as lead generation, conversions, or brand awareness.
These reports often include multiple data sources like Google Ads, Facebook, and Google Analytics. Instead of showing raw numbers, a strong digital marketing report highlights key metrics and compares performance over time.
For example, a report might include:
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Ad impressions - The number of times your ads appeared.
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Click-through rate (CTR) - How many people clicked on your ads compared to how many saw them.
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Conversions - How many people took a desired action, such as filling out a form or making a purchase.
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Advertising spend - How much the client paid to run ads.
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Campaign performance - A breakdown of which ads, audiences, or platforms delivered the best results.
With the right marketing report templates, you can build a consistent layout for each client, which saves time and improves communication.
Social Media Reports
A social media report tracks how content performs across platforms like Facebook, Instagram, LinkedIn, and TikTok. It gives clients a focused view of what works and where to improve.
Unlike broader marketing reports, these focus only on social results and audience behavior.
The report should match the client’s goals. Some clients care about visibility. Others want clicks, sign-ups, or sales. By organizing the data by platform, the report makes it easier to compare results.
Here’s what a strong report may include:
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Audience growth - Total new followers added during the period.
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Post reach - How many people saw your posts.
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Engagement rate - The percentage of people who interacted with your content.
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Story views - How many times short-form content was watched.
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Referral website traffic - The number of users who came to the website from social platforms.
SEO and Analytics Reports
An SEO and analytics report focuses on organic performance and how users interact with a website.
These reports give clients a clear look at how their content ranks, how much traffic they get, and what people do on the site.
SEO reports highlight growth in organic traffic and keyword rankings. Analytics reports track how visitors move through the site and which pages perform best.
Together, they show how well your search strategy supports the client’s goals.
Key details often include:
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Organic traffic - Total visitors from search engines like Google.
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Keyword rankings - Movement of top search terms compared to the previous period.
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Top landing pages - Pages that bring in the most search traffic.
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Bounce rate - How often users leave after viewing one page.
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Conversion goals - Actions taken from organic sessions, such as sign-ups or downloads.
Project Progress Reports
A project progress report tracks ongoing work. It shows what your team completed, what’s in motion, and what may need the client’s attention. These reports are ideal for multi-step deliverables like rebranding, campaign builds, or software projects.
You can keep it short and structured with items like:
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Completed tasks - Finished deliverables since the last report.
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Upcoming work - What your team is scheduled to handle next.
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Blocked items - Delays caused by pending approvals or missing assets.
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Timeline notes - Any changes to milestones or deadlines.
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Team input - Updates or clarifications that add helpful context.
E-commerce Reports
An e-commerce report focuses on online sales performance.
It highlights how well products convert, where revenue comes from, and which marketing efforts drive results. These reports help clients make better decisions about inventory, promotions, and pricing.
Each report should match the scale and focus of the client’s business.
For example, a small online shop may want simple metrics, while a large retailer may need detailed breakdowns by product line, region, or channel.
Common data points include:
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Total revenue - Gross sales during the reporting period.
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Top-selling products - Items with the highest sales volume.
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Abandoned carts - Number of customers who didn’t complete checkout.
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Referral sources - Where buyers came from, such as email, ads, or social media.
Email Marketing Reports
An email marketing report tracks how well email campaigns perform. It shows if people open, click, and act on messages sent.
This type of client report helps clients understand how email supports their larger marketing efforts, especially for lead generation and retention.
Good reports go beyond opens and clicks. They highlight which emails worked, which audience segments responded best, and what content led to conversions.
Useful data to include:
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Open rate - The percentage of recipients who opened the email.
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Top-performing subject lines - Which headlines brought the most engagement.
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Bounce rate - Percentage of emails that didn’t reach inboxes.
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Unsubscribes - How many users opted out.
How to Use Our Free TapClicks Client Reporting Template
We’ve created a free client report template available as a Google Slides presentation. You can copy the file to your Google Drive or download it as a PowerPoint or PDF to start editing.
The template includes nine slides, all designed with a simple, modern layout.
Each one focuses on clear structure and readability, so you can use them for different marketing campaigns, including PPC, social media, or e-commerce.
You can customize the slides by inserting your data, duplicating layouts when needed, and adjusting based on the campaign you’re reporting on.
Every slide includes a text section so you can explain the results, add notes for your team, or give context to your clients.
Below, we’ll show how a few slides from the template can be used for social media and PPC reports.
Social Media
This slide layout lets you display two graphs side by side. In the example shown, a pie chart compares budget spend across social media platforms, while a bar chart tracks weekly clicks.
You can swap these with any social media metrics that match your reporting needs.
For instance, you might want to show the cost per conversion next to total impressions for a specific campaign. Or, you could switch to the layout below, which supports three separate charts.
It works well when you want to break down engagement performance over time, by platform, or by content type.
If you want more layout ideas for building a social media client report, check our full article.
PPC
The slide above highlights the top performance metrics for a PPC campaign. You can customize fields like advertising spend, ad impressions, clicks, and CTR based on your client’s campaign data.
Adding return on ad spend (ROAS) gives a clearer picture of paid performance.
Underneath these summary figures, you’ll find space to add charts that track performance over time or display a conversion funnel.
These visuals make it easier to explain results during a monthly check-in or client presentation.
Below, our template for engagement performance allows you to highlight one key metric alongside other graphical breakdowns related to your performance data.
If you’re interested in a full PPC report layout, check out our walkthrough of the complete client report template for paid advertising. It includes more layout ideas and slide types for your next PPC report.
Limitations of Downloadable Report Templates
Downloadable templates work when you’re handling only a few accounts. But once your agency grows, so does the pressure to deliver high-quality client reports at scale. These free tools can’t keep up. Below are the key limitations.
1. Manual Data Gathering from Every Source
Each report starts with pulling metrics from platforms like Google Ads, Facebook, or Google Analytics.
Because templates don’t connect to live data, you have to re-download and verify everything manually. There’s no automatic sync to reflect the latest version of your client’s data.
2. High Risk of Errors and Missing Context
When you piece together information from numerous data sources, accuracy suffers. It becomes harder to ensure consistency across slides.
You risk leaving out key data or overlooking important trends, especially if you’re handling ongoing projects across several channels.
3. Time-Intensive Formatting for Every Report
Even once the numbers are in, the layout still needs work. You’ll spend hours adjusting visuals, formatting charts, and designing each slide to fit your agency’s style.
If different stakeholders need separate views, like a summary for a CMO and details for an analyst, you have to create each custom report manually.
4. Difficult to Scale Across Clients and Teams
Templates must be duplicated and tailored for each campaign, which quickly becomes a repetitive task.
As you take on more work, it’s tough to send reports regularly without delays or shortcuts. Your team will lose time they could use to focus on business growth and client engagement.
5. No Real-Time Access or Report Variations
If a client requests an update before the next monthly report is due, you’re stuck redoing the entire process.
There’s no simple way to generate detailed information on the fly. You also can’t filter data to match client feedback or adjust views based on client retention goals.
6. Wasted Time Reduces Strategic Value
Manual reporting drains your account managers. Instead of focusing on results or improving client relationships, they spend hours copying numbers into templates.
For some teams, assembling regular reports eats up entire weeks. That time should go toward planning future campaigns, not reformatting past performance.
How TapClicks Fills Report Templates With Live Data Instantly
With TapClicks, your team doesn’t need to spend hours filling in templates. The platform connects to your marketing tools and pulls in live data automatically.
You can start with built-in templates or use your own layout. TapClicks supports custom formulas and keeps your preferred format intact.
It works like a monthly client report template that updates itself. No manual copying, formatting, or merging needed.
You can:
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Connect to over 250 platforms, including Google Ads, Facebook, and LinkedIn
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View performance in real-time dashboards
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Automate data prep and blending
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Build and schedule reports through ReportStudio
Instantly Access Data from 250+ Advertising and Marketing Platforms
With TapClicks, you can connect to over 250 marketing-specific Smart Connectors, including major platforms like Facebook Ads, LinkedIn, and Google Analytics.
We also support many niche tools such as Genius Monkey, Tiger Pistol, and Verve.
If you use a platform we don’t yet support, the TapClicks team can often create a connector so you can access your data without delay.
TapClicks pulls in your data automatically and in real time. You don’t need to upload anything manually.
When you connect a new account, we can also import up to 12 months of historical data so your reports include full context from day one.
Platform maintenance is handled for you. If an API changes on a provider like Facebook, TapClicks updates the connector so your data keeps flowing.
Your developers and IT team don’t have to get involved.
Use Live Dashboards That Automate and Scale
Reports are often created on a fixed schedule because someone has to build them each time. TapClicks removes that step by pulling live data directly from your marketing platforms.
Your dashboards update automatically, so you and your clients always see the latest numbers. You can still generate and send reports monthly, quarterly, or as needed.
Use built-in templates for PPC, social media, ad networks, and email campaigns. Once set up, the dashboards stay current without any manual work.
Build smarter reports with live dashboards and reusable templates. Book a demo!
Customize Your Dashboards
TapClicks lets you design dashboards for each client to up your reporting game. Choose the layout, metrics, and charts you want. These elements, called widgets, can be reused or kept unique.
If you need to apply an update across multiple dashboards, you can do it in one step. You’re not stuck editing each one individually like with static templates.
You can manage any number of clients and campaigns in one place. You can also group multiple accounts under a single client.
Grant Access to Your Clients
Give your clients access to their dashboards so they can view real-time data on their own.
You control what each person sees by setting permissions at the widget level. This keeps views focused and reduces last-minute report requests.
Automate Everything, Including Data Manipulation and Transformation
Free templates are useful for basic copy and paste, but any serious data cleanup or formatting must be done manually. That includes hours of work to fix naming inconsistencies or to add markup values for client costs.
For example, if one data set uses “imp” and another says “impression,” you’d need to find and change each one by hand.
With TapClicks, you can standardize terms automatically so your reports stay clean and consistent.
The platform also lets you apply rules for markup costs. You can set a fixed percentage for one client or different values across multiple dashboards. These changes apply everywhere without manual edits.
TapClicks also supports data transformation rules. If you’re showing total ad spend across multiple campaigns, you only have to set that calculation once. TapClicks keeps that widget updated for every report.
For instance, when reporting on Facebook and Instagram ad performance, TapClicks blends the data into one view. You can display current metrics, include visuals, and add notes for context. Since the numbers come directly from the source, they’re always up to date.
By comparison, static templates require you to update these manually every time. TapClicks saves you from that cycle.
Create and Automate Reports with ReportStudio
Some clients may be happy with real-time dashboards. Others still expect a formal monthly report, especially if they need to present data to other teams or want it formatted in a specific way.
That’s where TapClicks ReportStudio comes in. It lets you create polished, professional reports that match your client’s needs and set up automated delivery.
You can start with one of our ready-made marketing report templates or build your own from scratch. There are no design limits. Reports can be exported in PDF, PowerPoint, or CSV format.
Unlike traditional slide decks, ReportStudio is connected to your data sources. Once a report is built, it pulls the latest data into charts, tables, and visuals automatically.
This means you can build a report once and reuse it across campaigns or clients without having to rebuild it every time. For one-off updates, ad hoc reports can be created in minutes.
You can customize everything, from metrics and time ranges to layout and branding. The platform also supports white-labeling, so you can align reports with your client’s brand.
Create Better Client Reports With TapClicks
Manual client reporting slows agencies down, creates bottlenecks, and leads to errors. This is especially true when using static templates across many clients and campaigns.
Improving report quality and scale requires automation, live data access, and flexible formatting options.
TapClicks solves these challenges with connected dashboards, real-time updates, and automated reporting tools that replace manual effort with accuracy and speed.
We support reusable templates, visual customization, and instant data refresh from over 250 sources. This allows you to deliver consistent reports without repeating the same tasks.
Switching from static templates to TapClicks helps you save time, improve client relationships, and focus on performance instead of formatting.
FAQs About Client Report Examples
How to write a report on a client?
Start with a concise overview of the client’s goals and campaign activity. Include key metrics, campaign performance, insights, and next steps. Use a report builder like TapClicks to pull data from multiple tools and present it clearly. Always focus on key takeaways that align with the client’s specific objectives.
What is a client summary report?
A client summary report is a short document that highlights campaign results, trends, and performance insights. It’s designed to provide clients with a quick snapshot of what’s working and what needs attention.
What is client reporting?
Client reporting is the process of collecting, analyzing, and presenting data to show how marketing campaigns are performing. Done well, it helps provide clients with transparency, strengthens trust, and supports strategic decisions.
Could you give some examples of working with client reports?
Examples include generating monthly social media summaries, SEO progress updates, or sales performance reports. Using automation tools like TapClicks makes all the difference by saving time and reducing manual work. Reports can be customized, scheduled, and shared in multiple formats.
