What is Monthly report?

Also known as: Monthly reporting, Monthly client report

Definition

A structured overview an agency sends a client every month — covering KPIs, highlights, lessons learned and concrete actions for the month ahead.

In-depth explanation

For agencies, the monthly report is the key moment to prove value. A strong report contains: (1) a three-sentence executive summary, (2) the main KPIs versus last month, (3) the top 3 best-performing posts (with visuals), (4) takeaways and strategy adjustments, (5) a plan for the coming month.

Traditionally this was put together by hand in PowerPoint or Google Slides — 2-3 hours of work per client per month. Modern platforms automatically generate white-label PDF reports that the agency only needs to review. Across 20 clients that saves 40-60 hours a month.

Example from agency practice

On the 5th of each month the agency sends every client a 4-page PDF report: page 1 a KPI dashboard, page 2 the top 3 posts, page 3 community stats (DMs, mentions), page 4 the plan for the coming month. The client reads it all in 5 minutes.

How Senly helps here

Senly automatically generates white-label monthly reports per client — in the agency's own brand styling, ready to send on the 1st of each month.

Especially relevant for

  • Agency owners
  • Strategists
  • Agency clients
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