Weekly client report template — generate your Friday client PDF

Use this weekly client report template when you still build the Friday client update by hand. It is for account managers at 5–20 person agencies who pull numbers from ads and analytics, paste four sections, download a one-page PDF, skim it, then attach it to the email. No signup. Not a Google Doc you duplicate.

Landed from Google for “weekly client report template”?

If that was your query: stay here for the outline, or open the homepage Generate form when ads and analytics are already open. Fifteen minutes is enough for one client once the tabs are ready.

1. Copy the blank outline below (or skim the EXAMPLE ONLY week for shape only — do not send it).
2. Open Generate on the homepage.
3. Paste this week’s real client: shipped, results with vs-prior, blockers only if real, three next-week commitments.
4. Click Generate PDF, skim once, attach to the Friday email. Nothing is uploaded. Rename-only of Northline is refused.

Generate PDF now Open Generate form Jump to blank outline

Agency AM Friday checklist

1. Pull spend, revenue, and vs-prior from the ads/analytics tools you already use.
2. Paste into the four sections on this weekly client report template (or Generate form): shipped, results, blockers if real, next week.
3. Build the PDF in your browser on the homepage — nothing is uploaded; the file is created on your device.
4. Skim the one-pager, then attach it to the Friday client email. Skip status theater.

Honest note: Generate runs in your browser only. Friday Recap does not store client numbers on a server.

From “weekly client report template” search to Generate

If you landed here looking for a weekly client report template: this page is the outline. The homepage Generate form is where you paste the four sections and download the one-page PDF. Jump straight to the form when your numbers are open.

1. Copy the blank outline below (or skim the EXAMPLE ONLY week for shape only).
2. Open Generate — the form is already on the homepage.
3. Paste this week’s real client data. Replace every Northline sample figure. Rename-only is refused.
4. Click Generate PDF, skim once, attach to the Friday email. Nothing is uploaded.

Open Generate form Agency client recap hub

What happens when you Generate

This weekly client report template is the outline. The homepage Generate form builds the one-page PDF in your browser — nothing is uploaded.

• Real week: paste your client’s four sections → PDF titled with the client name → skim, then attach to the Friday email.
• EXAMPLE ONLY: Load example fills Northline Supply. The PDF shows a black EXAMPLE ONLY banner. Those numbers are not real.
• Rename-only is refused: changing the client name while leaving the sample week numbers triggers “This is still the sample week. Edit the numbers before sending.”

Generate this week’s recap Agency client recap hub

From this weekly client report template to a PDF

1. Copy the blank outline below, or skim the labeled EXAMPLE ONLY week so you see the four sections filled in.
2. Load example in the generator if you want that shape in the form. Then replace Northline and every figure with this week’s numbers. Do not send the example.
3. Generate PDF. Skim it. Attach it to the Friday email.

Generate this week’s recap Load example

The four sections

• What shipped this week — 3–5 past-tense bullets of real work
• Results — channel, spend, revenue, ROAS or CPA, vs prior week
• Blockers — omit if none
• Next week — exactly 3 commitments

Copy-paste blank outline

Select the block and paste it into a doc or email if you are not generating a PDF yet. Same four sections the generator uses.

WEEKLY CLIENT REPORT
Client:
Week of:
From (you):
For (client contact):

WHAT SHIPPED
-
-
-

RESULTS
Channel | Spend | Revenue | ROAS or CPA | vs prior week
-
-
Paid total |  |  |  |

SITE / OTHER (optional)

READ TAKEAWAY (optional)

BLOCKERS (omit if none)
-

NEXT WEEK
-
-
-

Turn this into a PDF

Filled example (EXAMPLE ONLY)

Northline Supply is a fake client. These numbers are not real and Northline is not a customer. Use this as a shape, not as a sendable recap.

WEEKLY CLIENT REPORT — EXAMPLE ONLY
Client: Northline Supply
Week of: Aug 17–23, 2026
From (you): Sam Ortiz, Account Lead
For (client contact): Jordan Hale, Head of Growth

WHAT SHIPPED
- Launched two fall-catalog Meta prospecting ads (denim jacket + waxed tote). Live Tuesday.
- Paused the June UGC set (ROAS under 1.4 for three weeks). Spend moved to the fall prospecting ad set.
- Free-shipping threshold test live on site (from $75 to $89). Live Wednesday.
- Back-in-stock email flow live Thursday. First 180 sends went out without errors.

RESULTS
Channel | Spend | Revenue | ROAS or CPA | vs prior week
Meta | $18,420 | $51,940 | 2.82 | +9% ROAS
Google Ads (Shopping + Search) | $6,180 | $14,770 | 2.39 | -4% ROAS
Paid total | $24,600 | $66,710 | 2.71 | +5% ROAS

SITE / OTHER
Site sessions 39,400 (−3% WoW).

READ TAKEAWAY
Meta carried the week. The new jacket ad is the spend driver. Google lagged because the catalog feed dropped SKUs (see Blockers). Net: more efficient, not a bigger week.

BLOCKERS
- Catalog feed. ~40 SKUs still dropping out of Google Shopping. Root cause is missing Shopify metafields on the client side. Flagged Tuesday. We cannot launch PMax until this is fixed.
- Creative review. Three new UGC cuts have been in your queue since Tuesday. If they are not approved by Monday, they miss the Labor Day window.

NEXT WEEK
- Hold Meta spend at ~$18–19k if jacket ROAS stays above 2.6. Do not scale yet.
- Google PMax with fall assets: on hold until the feed is clean. Need the metafields fix by Wednesday or this slips to the week of Sep 1.
- Keep the $89 shipping test running through Sunday. We will call keep/kill on Monday with a full week of data.

Load this example in the generator

What to write in each section

What shipped

Past tense. Name the thing that went live. Skip process language.

Results

4–6 numbers the client already cares about. Each row needs this week and a vs-prior. No dashboard dump.

Blockers

Only real ones, named, with an owner. Empty is fine — the PDF drops the whole section.

Next week

Three commitments with a date or trigger. Not “monitor performance.”

How to use this template

1. Stay on this weekly client report template. Copy the blank outline, or skim the EXAMPLE ONLY week.
2. Load example if you want the form pre-filled. Replace Northline and the sample numbers with this week’s real client data. Do not send the example.
3. Generate PDF. Skim it. Attach it to the Friday email.

Nothing is invented. Thin weeks stay thin. The file title is the client name — “Friday Recap” does not appear on the PDF.

Sample week (labeled example)

Load example fills a fake week for Northline Supply. It is labeled EXAMPLE ONLY on the PDF. Those numbers are not real and Northline is not a customer.

Mistakes to avoid with a weekly client report template

• Dashboard dump. A weekly client report template is not an export of every metric. Keep results to a few rows with spend, revenue, efficiency, and vs prior.
• Invented blockers. Skip the blockers section when nothing is stuck. Empty is honest; filler is not.
• Sending the example. Load example is labeled EXAMPLE ONLY. Renaming Northline without editing shipped work or numbers is refused.
• Vague next week. Three commitments with a date or trigger beat “monitor performance.”
• Skipping the skim. After you Generate the PDF on the homepage, read it once before you attach it to the Friday email.

This weekly client report template only uses what you paste. Thin weeks stay thin. No fake testimonials, customers, or revenue on this site.

FAQ