ClientReport

By Bartok Tools

Overview

ClientReport is a data and analytics tool for agencies and freelancers: it analyzes performance data and turns it into a branded PDF report for clients. Upload an export from Google Analytics, Google Ads, Meta, Shopify, HubSpot or any CSV, or just type this week's numbers. ClientReport finds the date column and metrics, groups them by week (or day/month), and compares this period with the last. The PDF has KPI cards with week-over-week changes (it knows that falling costs are good news), trend charts, a plain-language summary, highlights and next steps, all under your agency's name, logo and colors. When you sign in, ClientReport remembers each client's numbers and your branding, so next week's report can be compared with the previous one from a single message. It can also draft the cover email.

Tools

analyze_report_csv

ChatGPT

Use this first when the user uploads a CSV/export (Google Analytics, Ads, Shopify, Meta, HubSpot...) and wants a report from it: 'make a report from this csv', 'summarize this export for my client'. Detects the date column and numeric metrics, groups rows by week (or day/month), and returns this period vs previous period plus a trend series. Then call create_client_report with those metrics, the series, and your written summary.

create_client_report

ChatGPT

Use this when the user wants a client-ready performance report: 'weekly client report', 'marketing report template', 'client performance summary', 'make a report for <client> from these numbers'. Builds a branded PDF with KPI cards (with % change vs previous period), trend charts, summary, highlights and next steps. Write the summary/highlights/next_steps yourself from the numbers. For saved clients, previous-period values fill in automatically. For signed-in users, passing branding fields replaces their saved report branding.

list_report_clients

ChatGPT

Use this when the user asks which clients they report on or for a client's report history ('my clients', 'last report for Acme').

save_report_client

ChatGPT

Use this when the user wants ClientReport to remember a client's latest numbers and/or their report branding ('save this client', 'remember Acme's numbers for next week', 'use my logo on all reports'). Requires signing in.

Capabilities

WritesInteractive

Example Prompts

Click any prompt to copy it.

Links

Documentation Privacy Policy

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