Monthly Client Report Template
Build a branded client report once and reuse it every month per client — the agency delivery workflow, systematised.
Prefer the spreadsheet? Download the .xlsx — free with an account, 3 free downloads.
See inside before you download: Client Report Template
What's inside this template
How it works
It loads with realistic sample data so you see a finished result immediately — nothing to set up.
Type over the sample values, or upload your own file and map the columns in a couple of clicks.
The report template recalculates instantly. Export to Excel or send a live link.
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Common questions
What should a monthly client report include?
Results against the goals you agreed, what you did to produce them, and what happens next. Clients churn over not understanding the value, far more often than over the results themselves.
Can I build the report once and reuse it per client?
Yes — that's what report templates are for. Build the structure once, apply it per client, and each month's run picks up that client's own data and branding.
Can it go out under my agency's branding?
Yes. White-labelled reports and a branded no-login client portal are included on the paid plan, with no DataHub Pro watermark.
Start from the Monthly client report template
Open it with sample data, swap in your own, and export in seconds — no formulas, no blank page.
Use this template free →