Client reports
What does AgencyFlo's client reports do?
Why your agency needs client reports. Polished reports your clients actually read.
Reports your clients will actually read
Polished, branded project reports (hours logged, deliverables shipped, milestones hit, outstanding spend) generated from the live project record. No more pasting numbers into a deck the night before the review call.
On-demand, not end-of-month
Generate a report at any moment in a project's life: for a weekly check-in, a mid-project status, or the close-out summary. Numbers are live; you're never reporting on a snapshot that's already a week out of date.
White-label by default
Reports go out under your agency's brand, in your colour palette, with your logo and your tone. The client sees a polished artefact from your studio, not a generic SaaS export with someone else's chrome on it.
Why a status email ages the moment you send it
A project update written from memory or pasted from a tool is a snapshot that's stale on arrival. Log an hour after sending and the numbers in the client's inbox are already wrong. It also reads as a paragraph, not something the client can act on. A client report in AgencyFlo is pulled live from the project, accurate to the moment of send.
Branded, on demand, from the live project
A report covers hours by task and person, deliverables shipped, milestones hit and outstanding spend against budget, generated from the project record in the studio's brand. Produce one for a weekly check-in, a budget conversation or a close-out summary without waiting for month-end. The numbers match the project, because they come from the project. No separate design or copy pass stands between the work and the client.
Scheduled, so retainers run themselves
Reports can send weekly, fortnightly or monthly per project, so a retainer client gets a Monday morning update without anyone hitting send. The schedule lives on the project record and stops automatically when the engagement closes. One-off reports are still there for the moment a client asks out of cycle. The polish that signals a serious studio arrives on its own.
Frequently asked questions
What's in a client report from AgencyFlo?+
A client report in AgencyFlo covers hours logged by task and team member, deliverables shipped, milestones hit, outstanding spend against budget and upcoming work. The report generates from the live project record, branded in the studio's colours and logo, and sends straight to the client without a separate design or copy pass. The numbers match the project, because they come from the project.
Can I generate a report at any point in a project?+
Yes. Client reports in AgencyFlo generate on demand: for a weekly check-in, a mid-project status, a budget-extension conversation or a close-out summary. The numbers are live, so a report generated on Tuesday morning reflects Tuesday morning's data. Studios don't have to wait for a month-end cycle or rebuild the report each time.
How is this different from a project status email?+
A project status email is a one-off written from memory or pasted from a project tool, with numbers that age the moment they're sent. A client report in AgencyFlo is a structured, branded artefact pulled from the live project, with hours, deliverables and budget data accurate to the moment of send. Clients get something they can actually use, not a paragraph of summary.
Are client reports white-labelled?+
Yes. Every client report in AgencyFlo carries the studio's brand (logo, colours, tone) so the client sees a polished artefact from the agency, not a generic SaaS export. Reports look like they were designed by the studio's own team, which matters for the perceived professionalism of a high-ticket service relationship.
Can I schedule client reports to send automatically?+
Yes. Reports in AgencyFlo can be scheduled (weekly, fortnightly, monthly) per project, so a retainer client receives a Monday morning status report without anyone in the studio hitting send. The schedule lives on the project record, and reports stop automatically when the engagement closes out. Owners can also generate one-off reports outside the schedule whenever a client asks.
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