Agency clients ask the same question every week: what did we ship and what moved? Taskade Genesis generates an Agency Reporting Client Portal that puts campaign metrics, deliverable status, and monthly summaries in one branded link clients can open anytime.
What Is an Agency Reporting Client Portal?
An Agency Reporting Client Portal is a client-facing reporting workspace for marketing, creative, and consulting agencies. Built on Projects and Memory, it connects active campaigns, KPI snapshots, deliverable timelines, and recap notes into views your account team updates once and clients read forever.
Why Use an AI Agency Reporting Client Portal?
Static PDF decks go stale the day after you send them. Taskade Genesis delivers:
- Live KPI snapshots: Traffic, leads, spend, and conversion metrics updated on your cadence
- Deliverable tracker: What shipped, what is in review, and what is queued next
- Monthly recap feed: Narrative summaries clients scan in minutes
- Branded experience: Your logo, colors, and tone on a link clients bookmark
- AI draft recaps: Taskade EVE turns raw metrics into client-ready summaries
Who Should Use This Portal?
This Agency Reporting Client Portal helps:
- Marketing agencies reporting on paid and organic performance
- Creative studios sharing production status and launch dates
- SEO and content teams publishing monthly traffic recaps
- Consultancies documenting engagement milestones
- Account managers replacing inbox PDFs with one live hub
How To Generate Your Agency Reporting Client Portal?
- Open Taskade Genesis and describe your services, KPIs, and reporting rhythm
- Review the generated metrics, deliverable, and recap views
- Add active client accounts and connect each to their campaigns
- Wire automations for monthly recap reminders
- Share the branded portal link during onboarding
Connect it to agency workflow generators, CRM tools, and examples in the Community Gallery.
