Never spend a Sunday building client reports — Taskade Genesis creates a live reporting dashboard that pulls data from your delivery tools, lets an AI agent write the performance narrative, and sends branded reports to clients automatically every reporting cycle.
What Is a Client Reporting Dashboard Template?
A client reporting dashboard template is a workspace that aggregates performance data, links results to client objectives, uses an AI agent to draft the narrative commentary, and automates report delivery on a defined schedule.
Why Use a Client Reporting Dashboard Template?
- Automated report generation — reliable automations compile data and trigger report creation on your chosen schedule — weekly, monthly, or ad hoc.
- AI narrative writing — an embedded Taskade Genesis agent drafts plain-language performance commentary using 15+ frontier models from OpenAI, Anthropic, and Google.
- 100+ integrations — pull metrics from analytics, social, ad, and project management tools automatically via triggers.
- Custom client portals — Business+ clients see their dashboard in a branded portal with your domain and their own login.
- Relational context — each report links to campaign records, KPIs, and historical reports via the Relationship field for trend analysis.
Who Should Use a Client Reporting Dashboard Template?
- Account managers delivering monthly performance reviews.
- Digital marketing teams reporting on campaign results.
- Agency directors who present to C-suite client stakeholders.
- SEO and paid media specialists showing ROI to clients.
- Agency ops leads standardising reporting formats across the business.
How To Get Started?
- Click Use Template to clone the reporting dashboard into your workspace — no code required.
- Connect your data sources via 100+ integration triggers to auto-populate the dashboard.
- Define client KPIs in the Table view and link them to campaign records using the databases Relationship field.
- Configure the AI agent to write the monthly narrative; adjust the tone to match your agency voice.
- Set the automated delivery schedule and customise the client portal with your branding (Business+).
Impress clients and save hours every reporting cycle. Explore more at /automate and /community.