Client reporting
Client reports for marketing agencies, sent in one click
The monthly client report is where an agency proves its value — and it is usually built at the last minute from screenshots, spreadsheets and memory. It takes hours, it looks different every month, and it is often late.
In Rodez Flow, the work you track during the month — deliverables, campaigns and SEO tasks — becomes the report. At month end, you generate a branded PDF and email it to the client in one click.
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Rodez AI
Which invoices are unpaid and who should follow up?
3 invoices are unpaid (₹1,42,000):
- Spice Route — ₹70,800 · 12 days overdue
- Kraft Bakers — ₹41,300 · due Friday
- FitBox — ₹29,900 · due next week
Rahul manages all three. Want me to create a follow-up task for him?
The problem
Why reporting eats your month-end
Reports are rebuilt from scratch
Every month someone collects numbers from five places and pastes them into a template.
They don’t look like your agency
Inconsistent formats make even good results look less professional.
Clients chase you for them
When reports are late, clients start to wonder what they are paying for.
How Rodez Flow helps
How reporting works in Rodez Flow
One-click monthly PDF
Generate the client’s monthly report as a PDF and email it directly.
Your branding
Reports carry your agency’s logo and colours.
Deliverables and content
What you promised each client, what was delivered and every post published that month.
Ads and SEO in the report
Ad spend, leads and cost per lead, plus the keyword rankings you track for the client.
Report reminders
Monthly report tasks are created and reminded automatically for retainers.
Retainer alerts
Get warned about deliverables falling behind and retainers that are ending.
Monthly client reports are on Growth and Agency.
Getting started
Up and running in three steps
- 1
Set up deliverables
Add what each retainer includes when you onboard the client.
- 2
Track work during the month
Your team updates deliverables, campaigns and SEO tasks as they go.
- 3
Send the report
Generate the branded PDF and email it to the client in one click.
Simple pricing
One flat price for your whole team
Every plan starts with a 14-day free trial. No card needed.
Starter
For small teams getting organised.
₹2,999₹1,499/month
50% off for your first 3 months
Up to 10 people
- Tasks, attendance, leaves & chat
- Sales CRM & GST invoices
- Rodez AI assistant
- Team culture & achievements
Growth
For agencies serving many clients.
₹6,999₹3,499/month
50% off for your first 3 months
Up to 30 people
- Everything in Starter
- Marketing workspace & client approvals
- Monthly client reports
- Meetings with Google Meet
- Your logo and colours
Agency
For larger agencies and groups.
₹14,999₹7,499/month
50% off for your first 3 months
Unlimited people
- Everything in Growth
- Your own domain
- No “Powered by Rodez Flow”
- Priority support
Prices exclude 18% GST. Pay monthly by card or UPI autopay. Cancel anytime. After the offer months, the normal price applies.
FAQ
Client reporting for agencies: common questions
What is in the client report?
It covers what you delivered against the retainer, the content published that month, ad results (spend, leads and cost per lead) and the search rankings you track — as a branded PDF.
Does it pull data automatically from Google Ads or Meta?
Not yet. Your team records campaign results and keyword rankings in the panel during the month, and the report is built from that.
Can the report carry our logo?
Yes. On Growth and Agency, reports use your agency’s logo and colours.
How is the report sent?
It is emailed to the client as a PDF straight from the panel.
Ready to run your agency in one place?
Set up your workspace in a minute and invite your team today. Free for 14 days.
