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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.

Make sure you send your reports on time by managing and tracking the client reporting process from the Agency Dashboard. Build your reports and collect engagement data and client feedback.

First of all, let's define the reporting settings for your account:

Reporting Settings Menu

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.

If you want to create reports with our Reporting Assistant, you can connect to the Google Drive account where you want to store them and also customize the report template by adding your own slides.

In this menu, pick the report's sending day for all the campaigns in the portfolio. Make sure to send reports on time by setting a due date between the 1st and 14th of every month.

Report Status

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.

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

To know your reporting progress, scan the overall status in the overview sidebar. If you want to know the status of a specific campaign, check the report status in the Report column.

How to 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 download it as a .pdf or .ppt 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.

Feedback & engagement

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

Clients and peers can press a heart icon on each page to tell you what they like and qualify the overall feeling at the end of the report. We also track the number of views on each report and each slide, so 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.

Reports menu

Click on the reports button for each campaign to get to the Reports menu.

Look through the past reports. You can 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 to add a particular metric to the reports.

  • Let's say you note that a specific campaign has an overdue report. 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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