Creating Custom Reports or Summaries for Clients Using PostSheet

Clients love updates. Whether it’s weekly performance, monthly deliverables, or project milestones — clear communication builds trust.

But if you’re writing reports manually or copying the same template for every client, you’re spending time that could be better used elsewhere.

With Google Sheets + PostSheet, you can create and send customized client reports or summaries at scale — automatically and without sacrificing the personal touch.

Here’s how to do it in minutes.

Why Send Regular Reports to Clients?

Because they answer the most important client question: “What’s happening?”

✅ Keeps clients in the loop
✅ Reinforces the value of your work
✅ Reduces unnecessary check-in emails
✅ Shows progress and builds momentum
✅ Positions you as proactive and organized

And when your updates are personalized and timely? Even better.

What Kinds of Reports Can You Automate?

📈 Performance reports (ads, SEO, sales, etc.)
🛠️ Project status updates
 📋 Task summaries or weekly to-dos
 🧾 Billing summaries or hours worked
 📦 Order fulfillment or inventory updates
 🎯 Goal tracking reports

If you’re tracking something in a spreadsheet, PostSheet can turn it into a clean, branded client-facing report.

Step 1: Create a Reporting Spreadsheet

Start with a Google Sheet that logs each client’s status or data.

Client NameEmailReporting PeriodKey MetricsSummary
Acme Co.jane@acme.comMarch 2025Leads: 124, CPL: $13.2Strong lead gen, testing new channels
Bolt Techmike@bolt.comMarch 2025Sales: $32K, ROAS: 3.1Sales up 10%, strong campaign results

Update this sheet weekly or monthly — manually, or by connecting data sources (like Google Analytics, ad platforms, or CRMs).

Step 2: Create Your Report Template in PostSheet

You can choose between a PDF document (for more formal reports) or a personalized email (for quick updates).

Example: Email Summary

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Subject: {{Reporting Period}} Report for {{Client Name}}

Hi {{Client Name}},

Here’s your summary for {{Reporting Period}}:

{{Key Metrics}}

{{Summary}}

Let me know if you’d like to review this together or have any questions. Happy to jump on a call.

Thanks again,  

[Your Name]

Example: PDF Report

Use the same structure, but formatted in a clean, branded layout. You can add:

  • Your logo and contact info
  • A cover page or title
  • Headings and charts
  • Additional insights

Step 3: Connect and Generate in PostSheet

  1. Start a new campaign
  2. Select your reporting spreadsheet
  3. Map fields like {{Client Name}}, {{Key Metrics}}, and {{Summary}}
  4. Preview the personalized reports or emails
  5. Send directly via email (with PDF attached), or download the batch

You can send updates to 5, 50, or 500 clients — in the same amount of time.

Why This Beats Manual Updates or Generic Dashboards

  • 🧠 Fully customizable content (say what matters most)
  • ✉️ Delivered directly to their inbox — no login required
  • 📊 Personalized formatting with context (not just raw data)
  • 🕒 Repeatable and scalable — great for retainer clients
  • 💼 Professional, consistent communication your clients will love

And most importantly, it keeps you top of mind and top of inbox.

Tips for Better Client Reports

  • 💬 Keep summaries short and actionable
  • 🔍 Highlight wins, concerns, and next steps
  • 🎨 Use formatting to make data scannable
  • 🔄 Schedule weekly/monthly reports for consistency
  • 📥 Add a “Last Report Sent” column to your sheet for tracking

Who This Works For

📣 Marketing freelancers/agencies — campaign or SEO reports
🧑‍💻 Consultants — strategy or performance summaries
🎓 Coaches — progress updates for clients
🛠️ Project managers — timeline and milestone recaps
📦 SaaS teams — usage summaries for customer success

Basically: if you’re doing work for clients, PostSheet helps you communicate it with clarity and confidence.

Final Thoughts: Report Like a Pro, Without the Work

Client reporting doesn’t have to be time-consuming. With PostSheet, you can automate thoughtful, personalized updates that keep your clients informed, impressed, and coming back for more.

Ready to start sending smarter reports?
Build your first automated report with PostSheet →

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