Templates

Start from a template that is already built for your kind of client

Browse by industry on the left. Every card opens its own page: the block structure, the data table it expects, and — where the sample exists — the live render from the actual engine. If your reporting currently runs off a Looker Studio dashboard, start on the free Looker Studio layout shelf: the same block structures carry over, and each one has its letter half here — paste the table once, the PDF posts itself.

Any recurring client report

The generic four-block skeleton — when none of the industries below is quite you.

General · monthly cadence

Monthly Client Report Template

For anyone who owes a client the same report every month: the four-block structure that replaces four hours.

Headline numbers · with deltasOne trend · 12 weeksOne proof tableOne next step

Open template page How to write it

Marketing & agencies

Retainer reporting for freelancers and small agencies — performance numbers that have to justify the invoice.

Marketing & agencies

Monthly Marketing Package

The starting lineup that ships with the workspace: performance report on a retainer, per client.

CoverKPI row · 4 metrics with deltasLeads trend · 12 weeksTop pages tableHighlights noteNext-month checklist

Open template page See sample

SEO & search

SEO Report Template

For search work on a retainer: rank movement you can defend, work you actually did, a plan that reads like a decision.

Organic KPI rowRanking / traffic trendKeyword movement tableWork completedNext month's plan

Open template page Reference layout

Social & content

Social Media Report Template

For channel management: reach and engagement that answer "so what?" instead of screenshots that don't.

KPI row · reach, engagement, followers, clicksFollower trend · 12 weeksTop posts tableWhat we postedNext month's plan

Open template page Reference layout

Bookkeeping & accounting

Turn a closed month into work owners can see themselves paying for.

Bookkeeping & accounting

Bookkeeping Monthly Package

For bookkeepers sending owners a monthly package that reads like advice, not like an export.

CoverRevenue · Expenses · Profit · CashCash trend · 12 weeksTop categories tableThis month's action

Open template page See sample

Property management

Statements owners can read on a phone in one minute — on the same day, every month.

Property management

Owner Statement

For property managers who owe owners a statement on schedule, even when a bank line runs late.

CoverCollected · Expenses · Net · DistributedUnit activity tableManager noteFooter

Open template page See sample

Teaching & coaching

One readable page per student, on a cadence parents stop questioning.

Teaching & training

Class Progress Report

For tutors, coaches and course directors sending parents or participants one readable page per period.

CoverAttendance · Homework · AverageTopics bar chartWhat we worked onTeacher note

Open template page See sample

These are the starting lineup, not the ceiling

In the workspace, describe your report in one sentence and the assistant assembles a skeleton from the same widget set — inspection summaries, clinic reports, franchise updates. Basic carries 10 templates free; Plus goes unlimited.

Pick one, feed it a table, run the press

The workspace runs all of this, and you can click through it right now.

Open the workspace