Client Reporting

Client Reporting Templates You Can Copy

Three ready-to-use structures — weekly, monthly, and quarterly — copy whichever fits your cadence.

You don't need to design a report from a blank page. Here are three straightforward structures, ready to adapt to your own metrics and branding.

Weekly Update Template

Best for: active campaigns, launches, fast-moving accounts

This week's headline: [one sentence — what mattered most]
Key metric(s): [2-3 numbers, with change vs. last week]
What we did: [1-2 bullets on actions taken this week]
Next week: [what's planned or being tested]

Monthly KPI Report Template

Best for: standard retainers, ongoing accounts

Headline number: [the one metric that matters most, with % change]
What changed and why: [2-3 sentences of context]
Supporting metrics: [2-4 numbers that explain the headline]
What's next: [what you're doing in response]

Quarterly Summary Template

Best for: strategic reviews, board-facing summaries

Quarter in one line: [overall trend — up, flat, down, and why]
Trend chart: [3-month view of the headline metric]
Biggest win: [one specific result worth highlighting]
Biggest challenge: [one honest area that needs attention]
Next quarter's focus: [1-2 priorities]

Notice all three follow the same shape: a headline, context, supporting detail, and what's next. That consistency is intentional — clients get used to reading reports a certain way, and switching structures every time makes each report harder to skim, not easier.

Making it stick

The template is the easy part. The harder part is keeping it consistent every single time, especially once you're running the same structure across several clients on different schedules. That consistency is usually the first thing that slips once a report is rebuilt by hand under time pressure.

Set the structure once, let it run itself

FixiWeb lets you build one of these structures a single time, then populates it automatically from your data every period — no risk of the format drifting month to month.

Get Early Access