Weekly client report template for agency Fridays — one-page PDF

Who it is for

You send a weekly recap to clients. The numbers already live in ads and analytics. Someone on the team still copies them into a doc every Friday.

Who it is not for

Not a BI stack. Not auto-send. Not a client login. If you want a portal, this is the wrong tool.

What you get

A one-page PDF: what shipped, results, blockers, next week. You skim it, then attach it to the Friday email. Same four sections as the weekly client report template.

From weekly client report template to PDF

If you searched for a weekly client report template for agency Fridays, start on that page for the outline, then use Generate for the PDF.

1. Open the weekly client report template. Copy the blank outline, or skim the labeled EXAMPLE ONLY week.
2. Optional: Load example, then replace Northline and every figure with this week’s real numbers. Northline is EXAMPLE ONLY — not a customer. Rename-only is refused.
3. Generate PDF. Skim it. Attach it to the Friday email.

Generate this week’s recap Jump to form Weekly client report template

What to paste Friday (agency AM checklist)

Searching for a weekly client report template usually means you need the paste list, not another dashboard. For each client on Friday:

1. Client + week. Real client name and the week range (not “this week”).
2. What shipped. Three or more bullets of work that actually went live — ads, tests, emails, fixes.
3. Results. Channel rows with spend, revenue, ROAS/CPA, and vs prior from the tools you already use. Optional site line + one-sentence read.
4. Blockers. Anything waiting on the client or a broken feed that stops next week.
5. Next week. One to three concrete moves, plus a short closer. Thin weeks stay thin — do not invent numbers.

Then open Generate, paste those five blocks, download the one-page PDF, skim it, and attach it to the Friday email. Rename-only of the EXAMPLE ONLY Northline week is refused.

What you do not get

We do not write strategy. We do not connect your ad accounts in v1. We do not send the email for you.

Friday workflow

1. Pull spend, revenue, and efficiency from the tools you already use.
2. Paste into the four sections on Generate.
3. Download the PDF. Two-minute skim. Send.

Same shape every week so clients know where to look. Same file name pattern: client name, then Weekly Recap.

15-minute Friday path for agency AMs

If an agency account manager searched for a weekly client report template and needs Friday emails out, the job is a sendable one-pager per client — not another deck. Once spend and revenue are open in the tools you already use:

1. Minutes 1–5. Copy the four sections from the weekly client report template (or Load example for shape only). Put the real client name and Mon–Sun week on the form.
2. Minutes 6–12. Paste shipped bullets and channel rows with spend, revenue, ROAS/CPA, and vs prior. Blockers only if real. Next week: three commitments. Thin weeks stay thin.
3. Minutes 13–15. Generate PDF in the browser, skim once, attach to the Friday email. Northline is EXAMPLE ONLY — rename-only is refused. Repeat per client.

Nothing is uploaded. The file title is the client name. “Friday Recap” stays on the website, not on the PDF the client sees.

Mistakes to avoid before Generate

• Dashboard dump into Results — keep a few rows with vs prior, not every metric.
• Invented blockers — leave the section blank when nothing is stuck.
• Sending the EXAMPLE ONLY Northline week — replace every figure; rename-only is refused.
• Vague next week — three dated or triggered commitments beat “monitor performance.”
• Skipping the skim — read the one-pager once before you attach it.

FAQ for agency account managers

Free to generate a recap. No account required. No fake agency logos or “used by” claims — the only sample is a labeled EXAMPLE ONLY week.