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A client report is one page with the numbers a client cares about: new leads, deals won, website visitors, rankings and more. Clients open it from a link, without signing in. You can send it every week or month, or only when you choose. This guide makes a report for Northwind, looks at it the way a client would, then deletes it. Nothing was emailed.

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Make the report

ROI Reports is in early access. If you don’t see it under Marketing, it hasn’t reached your account yet.
Click Marketing in the left rail, then ROI Reports, then the Client reports tab. Click New report and fill in:
  • Report name: what your client will see, for example “Northwind marketing report”.
  • Schedule: Weekly or Monthly rebuilds it and emails it on its own to the addresses you’ve sent it to. Manual only sends it only when you click Email.
  • Period: the dates it covers: the last 7, 30 or 90 days, or the last calendar month. Matches the schedule covers the last 7 days for a weekly or manual report and the last 30 for a monthly one.
Click Create.
New report: Report name Northwind marketing report (demo), Schedule Manual only, Period Last 30 days, and Create, outlined

A new report, sent only when you choose

Hiveku fills in the numbers right away. The row says when it was last made.
Northwind marketing report (demo), Manual, last generated Oct 22 (the list of sections after it is blurred); Period Last 30 days and Compare ads with Previous period; View, Copy link and Email outlined, then Regenerate and a trash icon

The report, ready to share

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See what your client sees

Click View. The report opens with your logo, the period, a one-line summary and the numbers.
Marketing report, Northwind Coffee Roasters, last 30 days, Sep 22 to Oct 21, 2026: Northwind Coffee Roasters generated 85 new leads over the last 30 days, 4 deals closed won worth $40,500; New leads 85; Deals won 4, $40,500 won value; Website traffic with 68 visitors, 77 sessions and 140 page views, and a chart

The top of Northwind's report

Further down are rankings, social media and What we did this period, a list of the work done on the account.
Read What we did this period before you share the report. It can list technical step names that won’t mean much to a client.

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Share it

  • Copy link copies the report’s address to paste into a message. Anyone with the link can open it.
  • Email opens a box for your client’s addresses. Type them, separated by commas, and click Send now. It sends the report as last made, so click Regenerate first if you changed the period. The addresses you send to are saved, replacing any saved before, and get every scheduled report too.
The Email box under the report, outlined: an address field showing client@example.com, second@example.com as an example, Send now, and the note Saved recipients also get every scheduled run

Email: your client's addresses

Northwind didn’t send it, because a report email goes to real people.

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Keep it up to date

  • Regenerate rebuilds the numbers now. A scheduled report does this by itself before it goes out.
  • Period and Compare ads with on the row change what the next report covers.
  • Delete: click the trash icon, then Delete. Its link stops working at once. Northwind deleted its demo report after this guide.

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