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Client Reporting Process Tracking
Client Reporting Process Tracking

Organize, manage and track your monthly reporting progress

Updated over a week ago

Some of the features described in this article might be available only for Tracked Campaigns. Learn more.

Ensure timely reporting by managing and tracking the client reporting process from the Agency Dashboard. Build your reports and collect engagement data and client feedback. In this article, explore in greater detail how you can set up and send reports, receive client feedback and manage your reports all in one place, easily and efficiently.

Set up your reports

Click on the Settings button on the overview sidebar and pick the Reporting tab. Keep in mind that these settings apply to all campaigns in your portfolio.

You can view and/or upload a report template from the Settings sidebar. In this menu, pick the report's sending day (between the 1st and 14th of every month) for all the campaigns in the portfolio.

Track your reports

Campaigns can have 5 different report statuses relating to the report's sending day:

  • Pending: The default status of every report at the beginning of every month.

  • Overdue: If the report is not submitted by the due date you set.

  • In progress: If someone started working on the report in Google Slides.

  • Submitted: If the report has been uploaded or finalized in Google Slides.

  • Inactive: If the report tracking is turned off.

The report status gets refreshed at the beginning of every month.

To know your reporting progress, scan the overall status under Reports in the top stats section. If you want to know the status of a specific campaign, check the report status in the <MON> Report column.

Submit a report

You have 2 ways of submitting a report from the Reports menu:

1. Create a report with Google Slides

2. Upload an existing .pdf report

After you submit the report, you can click on the Options menu to download it as a .pdf file and get a link to share with your client or peers. They'll access the report through a report viewer that allows you to get feedback instantly.

Get client feedback on reports

We track clients' feedback and collect engagement data on every report.

Clients and peers can press a heart icon to appreciate the report and share feedback. We also track the number of views on each report so that you can measure open rates for your report.

Remember that this feedback is also integrated with the Client Health Tracker, as it sheds light on happy or dissatisfied clients.

Analyze engagement on your report

Click on the reports button for each campaign to get to the Reports menu, where you can look through the past reports. Against each report, you can click on the Options menu and then click on Analyze Engagement to preview each slide with their engagement data and feedback without leaving the Dashboard, download them in .pdf or .ppt format or view them using the URL.

Note: You can disable the reporting feature for any campaign from the Reports menu. They will not be taken into account in the reporting section in the overview.

Use case

  • Let's say you see that the overall client engagement is not that good. The open rates are low, and the reports are receiving negative feedback. You look among the campaigns with negative feedback and set up a meeting to clarify expectations.

    They could ask you to use a specific template for the reports and request the addition of a particular metric to the reports.

  • You can locate all overdue reports across your campaigns from the dashboard. To make sure your team always sends the expected monthly reports on time, see who's the Account Manager in charge of this campaign in the Reports column and quickly notify them.

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