Agency Client Reporting Stack
Generate beautiful client reports automatically each month
Pull data from Google Analytics, ad platforms, and social media, generate insights with AI, and compile into professional PDF reports. Deliver to clients automatically on schedule.
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Tools You'll Need
Step-by-Step Setup Guide
Set up connections to pull data from all client analytics platforms.
Create data aggregation sheet
Google Sheets → Create "Client Reports Data" with tabs per client
Connect Google Analytics
Use Google Sheets IMPORTDATA or Supermetrics add-on to pull: Sessions, Users, Conversions, Top Pages
Connect ad platforms
Zapier → Facebook Ads/Google Ads → Get Campaign Stats → Log to Sheets
Add social metrics
Zapier → Instagram/LinkedIn → Get Page Stats → Log followers, engagement
Supermetrics ($99/mo) makes multi-platform data pulls much easier than manual Zapier setup
API rate limits vary by platform. Schedule data pulls for early morning to avoid issues.
Process raw data into meaningful metrics and month-over-month comparisons.
Create calculations sheet
New tab: "Calculated Metrics" with formulas for: MoM change %, Goal attainment, Cost per conversion
Add conditional indicators
Create "status" column: IF(MoM_change > 10%, "↑ Strong", IF(MoM_change > 0, "→ Stable", "↓ Attention"))
Highlight key wins
Identify top 3 metrics with biggest positive change for executive summary
Always show metrics in context - "15% increase" means nothing without knowing the baseline
Use ChatGPT to write the narrative analysis section of the report.
Create monthly Zap
Trigger: Schedule → 1st of each month
Pull calculated metrics
Google Sheets → Get Rows → Select calculated metrics for current client
Generate narrative
ChatGPT prompt: "Write a monthly marketing report narrative (300 words). Data: {{metrics}}. Include: Executive summary, Key wins, Areas of focus, Recommendations for next month. Tone: Professional but accessible."Include client goals in the prompt so AI can frame performance against objectives
Combine data, charts, and narrative into a polished PDF and send to client.
Create report template
Google Slides or Canva → Design branded template with placeholder sections
Populate template
Use Zapier → Google Slides → Replace text/images with dynamic data
Export to PDF
Google Slides → Export as PDF → Save to Google Drive
Send to client
Gmail → Send email to client with PDF attachment and summary in body
Include a 2-minute Loom video walkthrough with each report for premium clients