How to Use PostSheet to Create and Share Custom Reports for Each Client or Stakeholder

You’ve done the work.
Now you need to show the results — clearly, cleanly, and personally.

Whether it’s:

📈 Monthly performance updates
🧾 Project summaries
📬 Client activity reports
📊 Stakeholder dashboards

With Google Sheets + PostSheet, you can generate and send custom reports for every client, stakeholder, or internal lead — each one tailored, branded, and delivered automatically.

Let’s turn your spreadsheet into a reporting engine.

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📊 Why Custom Reports Build Trust

Reports aren’t just about data — they’re about visibility and relationship.

✅ Show clients they’re getting value
✅ Keep stakeholders aligned
✅ Make results tangible
✅ Proactively flag wins (or risks)
✅ Look sharp and organized every time

PostSheet makes it effortless to go from spreadsheet to sent report in minutes.

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📋 Step 1: Build Your Reporting Sheet in Google Sheets

Each row = one report recipient. Include key highlights and links to full docs or dashboards.

Name	Email	Company	Report Period	Key Metrics Summary	Custom Insight	Report Link	Account Manager
Jamie Wong	jamie@email.com	Acme Co.	April 2025	+14% traffic, +2 clients	Focus on Q2 retention	link.com/report-jamie	Taylor Brooks
Alex Rivera	alex@email.com	Bolt Studio	April 2025	$3.2k MRR added, 7 demos	Big pipeline from webinar	link.com/report-alex	Jordan Lee

Optional: revenue, account health score, comments, next steps

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📄 Step 2: Build a Report Template in PostSheet

Use a Google Doc, PDF, or embedded link format — merge in the data from your sheet.

Your report content can include:

• Client/company name
  
• Report period
  
• Key numbers (performance, spend, growth)
  
• Personalized insights
  
• Link to full report/dashboard
  

Add branding, charts, or comments where needed — PostSheet can generate docs and send emails.

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✉️ Step 3: Write a Clean, Professional Email to Deliver the Report

Example:

css

Copy

Subject: Your {{Report Period}} report is ready 📊

Hi {{Name}},

Hope you’re doing well! Here’s your performance summary for **{{Company}}** for **{{Report Period}}**:

📈 Summary: {{Key Metrics Summary}}  

💡 Insight: {{Custom Insight}}

👉 View full report: {{Report Link}}

{{#Account Manager}}  

If you’d like to review it together, feel free to reach out to {{Account Manager}} anytime.  

{{/Account Manager}}

Thanks again for your continued partnership!

– [Your Team]

Make it feel like a 1:1 check-in, not a system-generated alert.

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🚀 Step 4: Send Your Reports with PostSheet

Once your sheet is up-to-date:

1. Filter by reporting period or client segment
   
2. Connect to PostSheet
   
3. Map fields like {{Key Metrics Summary}}, {{Custom Insight}}, {{Report Link}}
   
4. Preview — polish high-touch accounts if needed
   
5. Send or schedule for monthly delivery
   
6. Update a “Report Sent” column in your sheet for tracking
   

You can even use PostSheet to generate PDFs and attach them — without exporting anything manually.

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🔁 Bonus: Turn It Into a Monthly System

Use this setup to:

• ✅ Send monthly or quarterly reports
  
• 🧠 Add reminders for renewals or upsells
  
• 📌 Combine reporting with goal-tracking
  
• 🧾 Tie reports into client success workflows
  
• 💬 Include feedback links or pulse surveys
  

Once you build the rhythm, it takes minutes each cycle.

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🧠 Great Reporting Use Cases

• 🧑‍💻 Agency client updates
  
• 📈 Sales or CS account summaries
  
• 🧠 Coaching or consulting session recaps
  
• 🧾 Financial, billing, or subscription updates
  
• 🧑‍🏫 Education / LMS progress reports
  
• 🧑‍🤝‍🧑 Partner program reporting
  

If it’s a relationship, PostSheet helps you report on it — with clarity and care.

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✅ Why PostSheet Makes Custom Reporting Easy

Problem	PostSheet Solution
Manually generating reports	✅ Automate docs and delivery
Too slow to personalize at scale	✅ Use merge fields and templated insights
Hard to track what’s been sent	✅ Track in your sheet — clean & simple
Want to impress without overbuilding	✅ Add polish, links, and 1:1 context
Need to move fast	✅ 50 reports in 10 minutes = no problem

It’s client communication that makes you look world-class — and keeps everyone in the loop.

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💬 Final Thoughts: Data Alone Isn’t Enough

People don’t just want the numbers — they want clarity, relevance, and attention.

With PostSheet, you can deliver reports that say “We’ve got you” — every month, every client, every time.

Try it free →
Send your next custom report with PostSheet