How To Create a Weekly Report That Wows Clients

Creating a weekly report is all about collecting marketing data and then telling a story that builds trust, proves ROI, and keeps clients engaged. 

Whether you're tracking campaign progress, showcasing results, or highlighting trends, a well-crafted weekly report bridges the gap between your agency’s efforts and your client’s goals.

Why weekly? While monthly reports are often the standard, some marketing activities demand a closer eye. 

Weekly reporting allows agencies to address issues promptly, celebrate wins, and keep campaigns aligned with client expectations. But how do you create a report that goes beyond surface-level insights to really wow your clients? 

This guide will walk you through everything you need to know, from which activities benefit most from weekly reporting to providing actionable templates for your agency.

What Is a Weekly Report?

A weekly report is a concise summary of progress, performance, and activities over a seven-day period. These reports provide clients with timely updates, ensuring transparency and promoting collaboration. 

According to our AgencyAnalytics Marketing Agency Benchmarks Survey, most agencies prefer monthly client reports to avoid overwhelming their clients with too much data. 

That said, there are instances where weekly updates are warranted, such as during high-priority campaigns or when tracking fast-changing metrics.

The Purpose of a Weekly Report:

• Track Key Metrics: Weekly reports, such as a weekly social media report or weekly SEO report, monitor essential performance indicators in real time.

• Highlight Progress: Share what’s been achieved, identify areas of concern, and outline next steps.

• Promote Communication: Weekly updates keep clients informed and reduce the likelihood of misunderstandings or surprises.

Agencies tailor reports to their clients' needs. For example, a weekly activity report for a project might focus on completed tasks and upcoming milestones, while a weekly marketing report might emphasize overall campaign results and audience engagement.

No matter the focus, a well-structured weekly report format ensures your data is clear, actionable, and easy to interpret.

What To Include in a Weekly Report

Crafting a successful weekly report starts with understanding what information matters most to your clients. A well-organized report should focus on metrics and insights that align with their goals while providing a clear picture of the work your agency has accomplished.

Here’s what you should include in every weekly report:

1. Key Performance Indicators (KPIs)

Start by highlighting the most relevant KPIs. For example:

• A weekly KPI report for social media might track engagement rates, follower growth, and reach.

• For SEO-focused projects, an SEO weekly report could detail keyword rankings, backlinks, and organic traffic.

KPIs ensure your clients quickly assess whether their campaigns are on track.

2. Summary of Activities

Provide a snapshot of what your team accomplished during the week. Whether it’s a weekly activity report detailing completed tasks or a weekly project report showcasing milestones, this section promotes transparency and keeps clients in the loop.

3. Highlights and Wins

Celebrate your successes! A weekly performance report should draw attention to significant achievements, such as improved conversion rates, high-performing campaigns, or successful project launches.

4. Challenges and Solutions

Addressing challenges demonstrates your proactive approach. Highlight obstacles encountered during the week and outline the steps your team is taking to resolve them. This is particularly useful in reports like a project weekly status report, where clients expect to see problem-solving strategies on a regular basis.

Read More: Should Your Agency Charge for Client Reports?

5. Insights and Next Steps

Conclude with actionable insights and a roadmap for the upcoming week. This section reassures clients that you’re thinking ahead and continuously optimizing their campaigns. Tools like a weekly report dashboard simplify this process, allowing you to focus on analysis rather than manual data entry.

AgencyAnalytics makes it easy for us to share campaign performance with our clients on a weekly and monthly cadence. We normally create a dashboard that features the primary KPIs for each channel we are managing on behalf of our clients and we share "client access" with them. They love that they are able to dive deep into the analytics on their own without needing our input each time.

Bryan Lozano, Vice President of Operations, Ad-Apt

Give clients 24/7 access to live marketing dashboards with customizable viewing options. Sign up for your 14-day free trial to get started! 

6 Different Types of Weekly Reports (+ Free Templates)

Not all weekly reports serve the same purpose. Depending on your client’s needs and the scope of their projects, the type of weekly report you create will vary. Below are six common types of weekly reports agencies use to keep clients informed and aligned with campaign goals:

1. Weekly Marketing Report

A broader view of marketing performance, this report combines metrics from various channels, such as paid advertising, email marketing, and content marketing. A weekly marketing report template ensures all relevant data points are included for a holistic snapshot.

2. Weekly Social Media Report

This report tracks metrics like engagement, reach, impressions, and follower growth across platforms. It’s ideal for showcasing the impact of social strategies and identifying trends. A weekly social media report template helps streamline the process, ensuring consistent presentation of key metrics.

3. SEO Weekly Report

An SEO weekly report focuses on performance metrics such as keyword rankings, organic traffic, and backlink acquisition. For ongoing SEO campaigns, an SEO weekly report template helps to simplify data collection and reporting.

We usually do a weekly SEO review of our clients positions.  Before AgencyAnalytics, we would need to manually look up each position.  Now, we just take a look at a birdseye view and it significantly reduces the time to review client reports.

Dennis Dimka, CEO, Uptime JurisPage

4. Weekly Project Status Report

When managing multiple marketing projects for a client, a project weekly status report keeps stakeholders informed about progress, completed milestones, and upcoming tasks. A weekly project report template provides clarity and ensures accountability.

5. Weekly KPI Report

For clients focused on performance metrics, a weekly KPI report template highlights critical indicators tied to their business goals. Metrics could include conversion rates, return on ad spend (ROAS), or customer acquisition costs (CAC).

6. Weekly Summary Report

This is a high-level overview summarizing key activities, progress, and results. A weekly summary report template is particularly useful for executives who need quick insights without diving into the granular details.

By tailoring your report type to the client’s specific goals, you demonstrate a deeper understanding of their priorities while providing meaningful updates. 

Weekly Reporting Best Practices

Creating a weekly report that resonates with clients involves more than just compiling data. By following these best practices, your reports will stand out as insightful, actionable, and easy to understand.

• Know Your Audience: Tailor the report to your client’s specific needs and priorities. For example, a weekly activity report format may work well for project managers focused on tasks, while executives might prefer a concise executive weekly report template summarizing high-level results.

• Keep It Visual: A picture is worth a thousand data points. Use visuals like graphs, charts, and tables to highlight trends and insights. Tools like a weekly report dashboard make it easier to present data in a digestible format.

When selecting a reporting tool, it was paramount for our team at seoplus+ to find a solution that would generate visually appealing, professional reports that effectively conveyed the results and insights to our clients.

Alexa Rees, SEO Manager, seoplus+

• Focus on What Matters: Don’t overwhelm your clients with unnecessary details. Highlight the most important metrics, such as those found in a weekly performance report, and provide context to explain their significance.

• Emphasize Automation: Automating your reporting process saves time and reduces human error. Platforms like AgencyAnalytics allow you to build customized reports, such as a weekly marketing report sample, that are updated automatically with real-time data.

• Be Transparent: Address both wins and challenges. Showing areas for improvement builds trust and demonstrates your proactive approach to resolving issues. For instance, a weekly progress report example might include solutions for underperforming campaigns.

• Use Templates: Report templates ensure consistency and save time. Whether it’s a social media weekly report template or a template for a weekly status report, starting with a structured format allows you to focus on the content.

We create reports and templates very quickly for clients so that when it comes time for the meeting, everything is ready and will be ready for each meeting moving forward. We’re able to integrate so many other things that help the client get excited about certain results that we were not able to report on in the past because it was too time-consuming to do so!

Janeene High, CEO, Results Driven Marketing

• Provide Actionable Insights: Don’t just report on what happened—explain why it happened and what should be done next. A well-crafted marketing weekly report template often includes specific recommendations for optimizing campaigns.

Under a time crunch? The Smart Reports and Smart Dashboards feature from AgencyAnalytics builds exactly what you need in 11 seconds or less. Try it out for yourself with a 14-day free trial. 

5 Steps To Creating a Weekly Report That Clients Love

An impactful weekly report is a strategic tool that demonstrates your agency’s value and keeps clients engaged with the work you’re doing that impacts their business. 

Follow these five steps to create reports that impress and inform your clients:

1. Define Clear Goals

Start by understanding the purpose of the report. Are you tracking campaign performance, project milestones, or key metrics? 

For example, a weekly marketing report might focus on ad performance and lead generation, while a weekly project report could emphasize task completion and deadlines.

2. Choose the Right Metrics

Align the report’s content with your client’s objectives. Metrics should directly relate to their business goals. 

A weekly progress report might highlight tasks completed and next steps. On the other hand, an SEO weekly report format could include keyword rankings, organic traffic, and search visibility.

We report on the basic KPIs such as clicks, impressions, spend, leads etc., however we also take that one step further report on qualified leads, offers made and deals closed. Ultimately, we know our clients hire us to help them close more deals so the most important KPI we can track for them is how many deals we are helping them close. Everything else is secondary to that.

Jacob Hicks, Owner, Freedom Leads (formerly Magnyfi)

3. Use a Consistent Format

Maintain a consistent structure across all reports to improve readability. Make good use of report templates to guarantee that every report follows the same clear and logical format.

4. Incorporate Visual Elements

Visuals help clients quickly grasp insights. Charts, graphs, and dashboards make complex data more digestible. Automation tools simplify creating visual-rich reports with minimal effort.

Read More: 7 Best Dashboard Tools for Visualizing Data

5. Provide Context and Recommendations

Numbers alone don’t tell the full story. Add context to the data and include actionable recommendations. For example:

• If a weekly revenue report template shows a drop in sales, suggest strategies to address the decline.

• If a weekly social media report template reveals a spike in engagement, explain what contributed to the success.

By following these steps, you’ll craft reports that highlight your agency’s expertise and give clients confidence in your strategies

Streamline your reporting process with scheduled, automated marketing reports. Set a specific date and time, review for final approval, and let the platform do the rest. Start your 14-day free trial with AgencyAnalytics today!

Create a Weekly Report With AgencyAnalytics

Creating a professional weekly report with AgencyAnalytics is a seamless process that saves time, ensures accuracy, and keeps your clients impressed. Here’s a step-by-step guide to building a report that showcases your agency’s value while leveraging the platform’s key features.

Step 1: Log In and Select a Client Account

Start by logging into your AgencyAnalytics account and navigating to the specific client account you’re reporting on. From there, click “Add” in the drop-down menu to create a new dashboard or report.

Step 2: Choose Your Report Type

Decide how you want to structure your report. Either:

• Start From Scratch: Create a blank dashboard and use the drag-and-drop editor to customize widgets. This is perfect for tailoring reports with multi-campaign metrics like social media performance, website traffic, or SEO rankings.

• Use a Pre-Built Template: Save time by selecting a campaign performance report template, local SEO report template, or a KPI report template. These customizable templates let you adjust the format to meet your client’s specific needs.

For agencies on a tight schedule, the Smart Report feature from AgencyAnalytics generates a complete report in just 11 seconds.

Step 3: Integrate Data Sources

Connect your client’s tools to centralize all their marketing data in one place. AgencyAnalytics integrates with over 80 platforms, including Google Analytics, social media networks, SEO tools, and more. Whether you’re compiling a weekly Amazon Ads report or a Google Search Console report, consolidating data from multiple campaigns makes it easier to manage everything from a centralized location. 

Step 4: Add Widgets and Metrics

Drag and drop widgets to display the key metrics that matter most to your client. For example:

• Compare your client’s performance to industry competitors with the benchmarks widget. 

• Social media engagement metrics pulled from live updates.

• SEO performance metrics such as keyword rankings and backlinks.

This level of customization allows you to build a report that aligns perfectly with your client’s priorities.

Step 5: Automate and Schedule Reports

Eliminate repetitive tasks by scheduling reports to be sent automatically. AgencyAnalytics allows you to set up a weekly delivery cadence, so your clients receive timely updates without any extra effort from your team. Whether it’s a rank tracker weekly report or a detailed weekly metrics report, automation frees up your team to focus on strategy.

Step 6: Customize Branding and Deliver Reports

AgencyAnalytics’ white labeling feature ensures every report reflects your agency’s branding. Customize the logo, colors, and layout to make your weekly activity report example or sample weekly report look professional and on-brand.

Once your report is ready, deliver it via email or provide clients access to the interactive dashboard for real-time insights. 

From executive weekly report templates to fully automated weekly project reports, your clients will appreciate the clarity and efficiency you bring to the table.

Weekly vs. Monthly: How To Choose a Reporting Cadence

Determining how often to send reports depends on your client’s needs, the nature of their campaigns, and the goals you’re working toward. While many agencies stick to monthly reporting for its efficiency, there are situations where weekly reports are more effective. 

When determining whether to report weekly or monthly, consider these factors:

1. Client Expectations: Have a conversation with your clients to understand their preferences. Some clients may want weekly updates early in a campaign and monthly reports as the project matures.

2. Campaign Type: Fast-moving campaigns, like social media ads, often require weekly updates. Long-term strategies, like SEO, may benefit more from monthly insights.

3. Available Resources: Marketing agencies are busy, and weekly reporting takes more time and effort. Automating reports ensures efficiency without compromising quality.

Ultimately, the right cadence strikes a balance between providing valuable insights and maintaining efficiency. Whether you choose weekly, monthly, or a mix of both, the key is ensuring your reports communicate actionable, client-specific insights.

Let’s unpack the benefits and trade-offs of each cadence:

When To Choose Weekly Reporting

A weekly report is ideal when projects require regular updates or involve rapidly changing metrics. For example:

• High-Activity Campaigns: Weekly reporting works well for paid ad campaigns or social media strategies where adjustments need to be made frequently. Using a Google Analytics weekly report, for example, helps ensure that you stay on top of performance trends.

• New Campaign Launches: Share early wins and identify challenges in real time with a weekly progress report template.

• Client Preferences: Some clients prefer a more hands-on approach and value the transparency of weekly updates.

We send weekly email updates to our clients. Communication is key to a successful partnership. 

Jim Vinyard, CEO and CCO, Vinyard Creative Group

However, weekly reporting requires more effort and time, which is why automating reports with tools like AgencyAnalytics is key to staying efficient.

When To Opt for Monthly Reporting

Monthly reports are ideal for campaigns that don’t require frequent adjustments or for clients focused on long-term metrics. They allow you to:

• Highlight Trends Over Time: A weekly report trend typically shows small changes, but monthly reports provide a broader perspective on progress.

• Avoid Overloading Clients: Too much information often overwhelms clients, especially if it’s not actionable. A monthly cadence helps distill data into meaningful insights.

• Save Time: If the team is swamped, a monthly report may reduce the touchpoints required with the client, therefore opening up billable hours to focus on executing deliverables.

With access to over 80 marketing channels, AgencyAnalytics gives marketers a complete picture of a client's marketing activity in one place. The platform’s user-friendly interface makes it easy to visualize data, identify trends, and make informed decisions, all while keeping clients in the loop with real-time insights. 

We split our reporting into daily, weekly and monthly. Daily, we’re looking at high level KPIs using the dashboard tool which gives us a quick overview of performance. We can then take a deeper dive into that campaign if we need to. The automated PDF reporting is also really useful as well as the live dashboards which we share with clients to ensure transparency.

Andrew Logan, Managing Director, Floww Digital

Conclusion: Automate and Streamline Client Reporting

Weekly reports are a great way to build trust, highlight your agency’s value, and keep clients in the loop. Whether you’re using a basic weekly report template, tracking key metrics with a KPI weekly report template, or outlining progress with a project weekly report, these reports provide a brief summary of your agency’s efforts while fostering stronger relationships.

However, manually creating high-quality reports is time-consuming and leaves room for human error. Automating the process with AgencyAnalytics lets your team focus on strategy instead of formatting. With tools and features to track weekly tasks, your team will deliver professional, branded reports effortlessly.

Don’t let reporting slow you down. Simplify your workflow and increase the value you provide by automating your typical weekly report. With AgencyAnalytics, you’ll save hours each week, showcase your results from the past week, and keep clients excited to work with your agency.

Ready to get started? Try AgencyAnalytics today!