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Client report templates for agencies.

Monthly reports for marketing, SEO, social media and paid ads, each in the order clients read them: the result first, then the numbers, then next month’s plan. Fill one in yourself, or let Docsiv AI fill it from the month’s exports.

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The Marketing Report template open in the Reports app: a September cover with a revenue chart, four headline numbers and the month in one line

A report for each service.

Real templates, each opening in the Reports app with its pages, charts and sections ready for your numbers.

Open any of them as it is, or describe the client and let Docsiv AI fill one in.

Explore all report templates

Inside the marketing report.

Its real pages, in the order your client reads them.

  1. The cover carries the headline numbers and one sentence on what happened, for the client who reads nothing else.

  2. What happened and why, in plain words, before a single chart.

  3. Revenue, return on ad spend, cost per customer and sessions, each with its change.

  4. Visitors and revenue by channel and source, so the next month’s budget has a reason.

The month in one line

The cover carries the headline numbers and one sentence on what happened, for the client who reads nothing else.

A note from the account team

What happened and why, in plain words, before a single chart.

The numbers against last month

Revenue, return on ad spend, cost per customer and sessions, each with its change.

Where it came from

Visitors and revenue by channel and source, so the next month’s budget has a reason.

From template to the client.

What happens after the numbers are in.

  • Filled in by Docsiv AI

    Attach the month’s CSV or Excel exports and get the summary, charts and next steps on the template. AI reports for agencies

  • Shared as a link

    Share it with the client, publish it as a web page or download a PDF that looks exactly like the page.

  • Seen, and how far

    On Pro and Team, see who opened the report, how long they spent and how far they read.

  • A spreadsheet when they want one

    The Marketing KPI Report keeps the month’s numbers against targets, and exports to Excel.

More for client reporting.

Writing reports faster, sending them under your name, and the free tool.

Common questions.

Something else? Ask us in the chat, bottom right of the page, or see pricing.

What should a client report include?

The month’s result in a sentence first, then the numbers that show it against last month and the target, what worked and what didn’t, and the plan for next month. Each template here is laid out in that order, with its own sections for the service: channels for marketing, keyword movers for SEO, spend and ROAS for paid ads.

Are the templates free?

Yes. They open in the Reports app on a free account, which saves your reports and includes 500 Docsiv AI credits a month. Pro ($20 a month) adds 10,000 credits, your own domain for links and seeing who read each report.

Can Docsiv AI write the report for me?

Yes. Attach the month’s exports (CSV, Excel or PDF) and name the client, and Docsiv AI writes the summary, charts and next steps onto a template for you to check. It doesn’t connect to Google Analytics, Search Console or ad accounts, so export the month first.

Can it match my client’s brand?

Yes. Save the client’s logo, colours and fonts as a brand kit, from their website, and Docsiv AI builds the report in it. The editor’s colour pickers offer the kit’s colours first.

How do I send it to the client?

As a share link, a PDF that looks exactly like the page, or a published web page. On Pro and Team you can also share it into the client’s own space, beside the rest of their work.

Can I see whether the client read it?

On Pro and Team, Analytics shows who opened each report, how long they spent and how far they read. Whoever made it is told when someone outside the workspace opens it, on every plan.

Is there a spreadsheet version?

Yes. The Marketing KPI Report is a spreadsheet with website, social, email and revenue metrics against targets, and exports to Excel (XLSX) or CSV.

Can reports be sent automatically every month?

No. Reports aren’t built or emailed on a schedule, and Docsiv isn’t a live dashboard. Duplicate last month’s report or start from the template, update it, and share it when you’ve checked it.

Write this month’s client report

Attach the month’s exports and name the client, and get a designed report with a summary, charts and next steps to check and share.