Automate client reporting

Automate client reporting

Every client wants to see results, but you don’t get paid to paste screenshots into decks. When reporting day eats 20% of your team’s week, it quietly kills margins and leaves your best people doing copy‑paste work instead of strategy.

Why manual reporting erodes profit

Manual reporting doesn’t just feel inefficient—it directly hits your bottom line and your ability to retain clients.

• Billable time disappears: Every hour your account managers spend building slides is an hour they’re not optimizing campaigns, pitching tests, or upselling retainers.
• Quality swings wildly: One client gets a beautiful, insight-packed report while another gets a rushed email because the AM ran out of time.
• Value is hard to see: When results are buried in spreadsheets and screenshots, clients struggle to connect your work to their revenue.
• Reporting becomes a bottleneck: Senior leaders get pulled into last-minute data hunts and edit passes before big QBRs.

With UpdateMate, you turn reporting into an automated rhythm that runs in the background and makes your work look consistently polished.

What “good” client reporting looks like

High-performing agencies use a consistent reporting format that highlights outcomes first, then evidence.

• Clear story, not a data dump: Every report starts with a short summary of what changed, why it matters, and what you recommend next.
• Channel-level clarity: Clients can see at a glance how each major channel is contributing to pipeline or revenue, not just clicks and impressions.
• Benchmarks and trends: You compare this week to last week and to the plan, so clients understand performance in context.
• Actionable recommendations: Each section ends with concrete “next steps” that show you’re actively driving the account forward.

UpdateMate helps you standardize this structure across every client, so junior team members can deliver senior-level reporting.

How to automate client reporting with UpdateMate

You can build a “Client Reporter” agent that pulls data, writes the story, and delivers a polished report on a weekly cadence.

1. Connect client accounts

Start by connecting the tools where performance data already lives.

“Connect to Client A’s Facebook Ads, Google Ads, LinkedIn Ads, and GA4 properties. Use their existing accounts and permissions.”

UpdateMate keeps those connections up to date so you’re not chasing logins every time someone changes a password.

2. Define the reporting template

Next, decide what every report should look like so UpdateMate can fill in the blanks consistently.

“Every Monday, generate a report with these sections: 1) Executive Summary, 2) Performance vs. target, 3) Channel breakdown (Spend, ROAS/CPA, Revenue or Leads), 4) Top and bottom performing campaigns, 5) Recommendations for next week.”

You can mirror the QBR structure you already use so the weekly report becomes a lightweight version of the bigger conversation.

3. Add real analysis, not just charts

Great reports explain why performance changed and what to do about it. UpdateMate can do that analysis for you.

“Compare last week to the previous 4-week average. If ROAS is up more than 15%, highlight the three campaigns that contributed most. If ROAS is down, identify the biggest driver (CPC, CVR, or AOV) and explain it in plain language.”

You can also standardize commentary like “prospecting vs. retargeting performance” or “brand vs. non-brand search,” so every client gets a thoughtful narrative every week.

4. Deliver a polished, client-ready report

Finally, decide how and where the report should show up.

“Generate a PDF report with our agency logo and colors. Email it to the Account Manager every Monday at 9 AM for review, then send a final version to the client’s distribution list once it’s approved.”

You can also have UpdateMate post a quick summary to Slack or Teams—“This week’s highlight: Paid search drove +22% more pipeline at a 12% lower CPA”—so internal stakeholders see the impact before the full report lands.

When reporting runs itself, your team spends Mondays planning experiments instead of formatting slides, and clients get a steady drumbeat of proof that your work is driving real business results.