Monthly Report Generator

Step-by-step guide

1. 1
   Enter agency and client details, period, and health score
   Add the agency name, client name, report month and year, and select the overall health score: On Track, Ahead of Target, Needs Attention, or Critical. The health score is used in the executive summary and header badge. Add a one-sentence highlight and a one-sentence challenge to personalise the top-level commentary.
2. 2
   Toggle the active channels for this reporting period
   Click the channel toggle buttons to activate the channels included in this month's report: SEO, PPC, Social Media, Email, Content, and PR. Each activated channel reveals a metrics input form. Only include channels that are actually being managed: unused channels are excluded from the report entirely.
3. 3
   Enter the metrics for each active channel
   Fill in the numbers for each channel. PPC metrics auto-calculate CTR and CPA from the values you enter, so you don't need to calculate these manually. For Social Media and Content, add a description of the top post or article: this is quoted in the report narrative. Revenue for email is optional.
4. 4
   Generate the report
   Click Generate Monthly Report to produce the full document. The report includes a header with health status, executive summary, a metrics table and narrative for each channel, key wins, areas of focus, next month priorities, and a sign-off. Narratives are contextual: for example, if ROAS is below 3x, the PPC narrative automatically flags this and recommends optimisation.
5. 5
   Copy, download, or print
   Copy as text to paste into a Google Doc, Notion, or your branded report template. Download as a .txt file to share with colleagues. Use Print to send directly to PDF via your browser's print-to-PDF function: format using your own CSS or Word template after pasting.

Frequently Asked Questions

What should an agency monthly report include?

A good agency monthly report should include: an executive summary with overall account health; a metrics section for each active channel with actual numbers against targets; a narrative interpretation of the numbers (not just raw data); key wins for the month; areas requiring attention or improvement; and clear priorities for the coming month. The report should be client-readable: meaning someone without deep digital marketing knowledge should be able to understand what happened, whether it was good or bad, and what happens next. Avoid jargon, lead with business outcomes rather than channel metrics, and always contextualise the numbers.

How often should agencies send performance reports to clients?

Monthly reports are the industry standard for retained agency clients, typically sent within 5–7 working days of month end. For PPC and paid social clients, a brief weekly summary of spend, CTR, and conversions is best practice on top of the monthly report. Quarterly business reviews (QBRs) provide the strategic view: comparing performance against quarterly goals, reviewing strategy, and aligning on the next quarter's objectives. Annual reports are valuable for retained clients of 12+ months, providing a full-year performance view and context for renewal conversations.

What is a good format for presenting report metrics?

Metrics are most useful when presented in context. A raw number: 'sessions: 12,400': tells the client less than 'Organic sessions reached 12,400, a 23% increase from last month, now 8% ahead of the 12-month target'. Where possible, show the metric, the change (month-on-month or year-on-year), and whether it is on or off target. Colour-coding (green/amber/red) is widely used and immediately readable. For executive stakeholders, a one-page summary dashboard with 5–8 headline KPIs is often more valuable than a detailed channel-by-channel breakdown.

How should agencies handle months where performance is poor?

Transparency and proactive communication are always the right approach. If performance is underperforming, the report should acknowledge it clearly, explain the likely cause (algorithm update, budget reduction, seasonality, technical issue), and detail the specific actions being taken to address it. Burying poor performance in data or using language that obscures results erodes trust far more than the poor performance itself. Clients who feel informed and confident that their agency is on top of the problem are far more likely to renew than clients who feel managed rather than served.

What metrics matter most in a digital marketing report?

The most important metrics vary by channel and business objective. For SEO: organic sessions, keyword rankings, and domain authority growth. For PPC: ROAS, CPA, and conversion rate: spend and impressions alone are vanity metrics. For Social Media: engagement rate and reach rather than follower count, which is a lagging indicator. For Email: open rate and click rate as health indicators, with revenue or conversion as the business metric. For Content: organic traffic and time on page. For PR: Tier 1 placements and estimated reach. Across all channels, metrics should always be connected back to business outcomes: leads, revenue, or pipeline: rather than reported in isolation.