Approve the final copy.
Check the client preview and approve the report. If its content or numbers change afterward, it returns to draft for another review.
Monthly client reporting
Approve the report.
Pick the send time.
See when it’s opened.
Finish month-end with the report ready to send. Review the work and results, approve the final copy, and schedule its email. Follow up when your client has opened it.
14-day free trial. No card needed.
Before it leaves
the studio.
- Gather the month.
- Review & approve.
November2026
05ThursdayDelivery day
After your approval
Northside DigitalReporting week
Sun1Prepare
Mon2
Tue3Review
Wed4
Thu5Deliver
Fri6
Sat7
From a reviewed draft to a client conversation
You choose when
the month leaves your desk.
Monthwrap handles the email. Your agency keeps control of what the client receives and when.
Send now, or schedule it.
Choose the date and time. The email uses your agency’s sender name and reply-to address, with a link the client can open without an account.
See when it was opened.
The report history records the send and the client’s first open. Start the next conversation knowing they have had a chance to read the monthly.
Planned capability
A recurring rhythm
for every client.
We’re building recurring monthly preparation around your reporting calendar. Explore the planned workflow with sample clients and dates.
Explore the planned month planner
The agency’s month planner
Preparation. Review. Delivery.Your approval
Before every delivery
Before every delivery
November 2026
1Prepare
2
3Review
4
PrepareReviewDeliverLeave four days for preparation and review. Use arrow keys to move, then Enter to choose.
Recurring preparation is planned. Approval, scheduled sends and read receipts are available for individual reports.
Choose a date you can keep
The right day
has room before it.
Start with the client’s conversation. If they review performance on the first Monday, the report needs to arrive early enough for them to read it. Work back from that moment, rather than giving every client the same deadline by habit.
Then look at the inputs. Ad figures may settle later, the client’s sales outcomes may arrive by file, and the account manager still needs time to check the story. A realistic date makes those dependencies visible.
On the planning wall
A date is an agreement.
- The client
- When will they read and discuss it?
- The sources
- When will the month’s inputs be ready?
- The reviewer
- Who has time to check the report?
- The buffer
- What happens if an input is late?
Agree on the rhythm once.
Check that it still fits each month.
October reviewNorthside Digital
The last few
pieces matter.
Reporting periodOct 1–31
Completed workReady to review
Client job outcomesAwaiting the office
Confirm the missing input before making the recommendation.
Sample dataLeave room for late-arriving numbers
Complete the picture
before you explain it.
Check the date range, currency, comparison period and source health. Make sure an empty source is really empty, and that a partial month has not slipped into a full-month comparison.
When something is late, decide what needs to happen next. Reconnect the source, request the missing file or confirm the client’s outcomes. If it changes the conclusion, give the report more time and tell the client when to expect it.
See how sources come togetherThe important appointment
Put your review
on the calendar, too.
Your team’s judgment is what makes a report useful. Reserve time to read it as the client would: what changed, why it matters, and what they should do next.
Give the report your perspectiveRead the numbers with their definitions.
Confirm the sources, periods and comparison basis. Keep estimates and platform attribution visible, especially when they sit beside business outcomes.
Give the work its place.
Include the changes and deliverables that explain the month. A list of tasks needs enough context for the client to understand why the work mattered.
Explore work and resultsMake the recommendation yours.
Write it yourself or review an optional AI draft. Keep the next action specific, check that the figures support it, and approve the report before delivery.
After the report leaves your desk
Let one monthly
lead into the next.
A good reporting rhythm carries decisions forward. Keep the client’s response and the agreed work close enough to return to next month.
Give it a clear handoff.
Preview the client view. Share the report link or schedule the approved report’s email. Tell the client which question deserves their attention.
Keep the work visible.
Record what was done and what is still waiting on the client. A delayed approval, missing file or change in priorities belongs in the account’s context.
Return to the decision.
Start with last month’s agreed action. Explain what changed, whether the work is complete, and what the new evidence means for the next plan.
Different clients. Different questions.
The rhythm stays.
The report fits the work.
A few useful details
Make the month
work for your team.
Can I set a different send date for each client?
Yes. Schedule each approved report for the date and time that suits the client. Monthwrap uses your agency’s sender name and reply-to address.
What happens if a data source needs attention?
Review source health alongside the draft. A missing connection or incomplete period needs a decision before delivery. Check the numbers, repair the source or clearly explain the gap in the report.
What happens if the report changes after approval?
Changes to the approved content or numbers return the report to draft and cancel its scheduled send. Review and approve the updated report before scheduling it again.
Will a report go out without approval?
No. Your team must approve the report before it can be sent or scheduled. Saving a draft does not share it with the client.
Do I have to use AI to prepare a report?
No. Build with widgets and your own commentary, or bring optional AI chat into the process. Your team chooses the structure and reviews the final wording.
Can I see whether the client opened it?
Yes. The report history shows when it was sent and when the client first opened the shared report. Use that read receipt to time the follow-up conversation.
Does Monthwrap prepare the next monthly automatically?
Recurring monthly preparation is planned. Today, start the client’s next monthly, review the work and results, then approve and schedule that report. The calendar below explores the planned recurring workflow.
Give the next monthly
a little breathing room.
A structure, a date, and your agency’s perspective.
14-day free trial. No card needed.