Key number
Unique leads85↗ 22 vs. September
The Monthwrap report builder
Give every result
the right space.
Build the monthly from the work and results already in your workspace. Drag widgets into place, choose the columns and add the explanation your client needs.
Start with a template, a blank page or an optional AI draft. Your team keeps the final say.
Mike’s October monthlySample data
northside digitalA good month.
A clear next step.
A clear next step.
Prepared for Mike’s Plumbing & Drain
Unique leads8522 more than September
Calls, forms and inquiries.
Repeat contacts counted once.
Repeat contacts counted once.
A note from Jordan
Demand is growing. Weekend call coverage is the next thing to work on together.
Work completed78 tasks
Website, profile and campaign work.
The next decisionCan someone answer
weekend calls?
weekend calls?
Mike · confirm the on-call hours.
Keep the explanation
beside the result.
Make a little room for your story
Move it. Compare it.
Read it as the client.
Start with this local-growth example. Try a different column count, choose a key number, or move the work above the chart. Then switch to the client view and read the result.
The interactive layout studioColumns, widgets, ordering and a client preview.Explore the controls +
MP
Mike’s Plumbing & DrainOctober 2026 monthly
Columns
northside
digital
digital
The October monthlyPrepared for Mike Torres
October 1–31, 2026A good month.
A good month.
A clear next step.
Here’s the work, the results, and where we go from here.
Make a little room for the story.
Choose a widget to start your example report.
Interactive example · illustrative dataTry a new layout. Nothing is saved or sent.
Drag a handle, or use the move buttons and keyboard arrows.Sample data
Three starting points. Every part editable.
Start with a structure.
Make it your client’s.
Use the app’s templates to get the first draft on the page. Change the rows, columns and widgets as the report takes shape.
The monthlyThe work.
The result. The next step.
The result. The next step.
A note, key results, completed work and what comes next.
The monthly
A complete starting structure for a regular client report, with space for your opening note and next steps.
Unique leads85October 2026
Lead trend
54 → 48 → 63 → 85
Results at a glance
Lead trends and a source breakdown side by side. Add the commentary that turns the figures into a useful conversation.
Start from scratch
A blank canvas. Add a row, choose its column widths and bring in the widgets your client needs.
An extra pair of hands, when you want them
Talk through a change.
Keep the final say.
The assistant belongs beside your work as a chat. Ask for a different arrangement, a first draft of the summary, or help making a long explanation easier to read.
AI uses the report’s available data and widgets to propose a change. Review the words and layout, then choose what to apply. The summary draft button gives you another starting point: review its draft, add it to the report and save when ready.
- “Put the work beside the lead trend.”
- “Explain the missed calls in two sentences.”
- “Keep the estimate caveat with the booked value.”
Report assistantMike’s October monthly
OptionalYou
Put the completed work beside the lead trend, and leave room for my note underneath.
Monthwrap
I’d pair the trend and work in two columns, then give your note a full row. The numbers and source notes stay with their widgets.
Suggested arrangement
Review the layout before applying the change.Lead trendCompleted work
Your commentary · full width
A deliberate final step
Preview. Approve.
Then choose when to send.
Switch to the client view and read the whole report. Your client sees your agency’s branding, the figures you approved and your explanation.
Check the client view.
Preview the report on desktop and phone. Make sure the work, numbers and next steps read in the right order.
Approve the final copy.
Review source issues and save your changes. Approval is required before sharing and does not send the report on its own.
Keep the conversation going.
Send now or schedule the email. The report history shows when it was sent and when the client opened it.
Five complete sample reports
See the report
your client could receive.
Open a complete monthly for each agency type, from its opening note through the results, completed work and next steps. Every example uses sample data.
Local growth
Lead sources, answered calls and booked jobs. Put the client’s follow-up work beside your marketing work.
Paid advertisingSpend, qualification and booked tours. Show the campaign detail without adding overlapping platform claims together.
Search & SEOSearch clicks, website sessions and inquiries. Give each source its own definition and explain the page-level opportunities.
EcommerceStore orders, net sales and checkout behavior. Keep the store’s total separate from attributed advertising sales.
Amazon marketplaceProduct sales, advertising and availability. Make room for stock and catalog decisions alongside campaign performance.
A few useful details
Your report.
Your way of working.
Can I build the report without AI?
Yes. Choose a template or start with a blank report. Add widgets, control the columns and write your own commentary. AI chat and the summary draft are optional.
How much control do I have over the layout?
Drag rows and widgets into position, use the move controls, and choose from one to four columns. Equal and one-third/two-thirds presets help keep related information together. Preview the client view before approving.
Are the sample reports the same as app templates?
The app has The monthly, Results at a glance and Start from scratch. The five complete sample reports below are examples of how different agencies can use those building blocks.
Does saving or approving send the report?
No. Save your changes, preview the report, then approve the final copy. Sending or scheduling is a separate action. You can see when the client opens the report after it is shared.
Build a report worth reading
Give the month
a little more thought.
Start with the result. Add the explanation.
Leave the client knowing what comes next.
14-day free trial. No card needed.