The October monthly
Your October report.
Prepared forMike’s Plumbing & Drain
White-label client reporting
Your agency.
In every detail.
You’ve built a recognizable agency. Let the monthly report feel like part of it.
Your logo, colors and words lead the report. The client reading view has no Monthwrap logo or promotional footer. Send the link with your agency’s sender name and reply-to address.
Northside’s identity, across the same October report.
One agency identity.Every client touchpoint.
Mike’s October
A stronger
month for demand.
40%Booking rate
34 of 85 leads became booked jobs.
The next conversationWho’s answering the weekend calls?
From Northside Digital
Your October report.
Hi Mike, your monthly is ready.
Let’s talk about the next opportunity.
Put your name on the month.
Try your agency name and a different title. The cover, mobile view and email above update together.
Fictional agencies, client and figures. This is a design showcase; edits stay on this page. The report content and the 40% booking rate stay the same in every identity.
An agency experience, from end to end
A logo starts the story.
The report has to carry it.
White-label reporting brings your identity and your expertise into the same place. A client should recognize the agency they hired, understand what the team has done, and know who to come back to with a question.
Agency identityDesign study
Northside Digital
The voice of your monthly
Here’s what changed.
Here’s what we recommend.
Prepared by your team.For your client.
Make the presentation consistent.
Use an agency name, logo and color palette that clients already recognize. Carry that identity through the introduction, section headings and key figures so every monthly belongs to the same relationship.
Consistency helps when different account managers work on the same client. The presentation stays familiar while the explanation reflects the month’s work.
Keep the substance specific.
Choose the metrics, completed work and next steps that fit the account. A plumbing client’s lead and booking report should tell a different story from an ecommerce client’s order and campaign report.
Arrange columns and widgets, explain a change beside the chart, and make room for a recommendation. The brand is shared; the client’s story is their own.
Explore the report builderThe message around the report
Make the handoff
feel personal.
The email introduces the monthly. Give it a recognizable sender, a useful subject line, and a short reason to open the report. Tell the client what deserves a conversation instead of repeating every number in the inbox.
Use a reply-to address your team monitors. Check the client view on a smaller screen, and share the report with the people who need to make the next decision. Clients can read the shared link without creating a Monthwrap account.
Plan the monthly review and deliveryA good month for demand.
One thing to work on together.
Hi Mike,
October brought 85 unique leads and 34 booked jobs. We’ve set out the work behind the month and the next steps in your report.
There are nine missed calls to review. Could you confirm who can cover the weekend before we change the ad schedule?
Open Mike’s monthlyJordan TaylorYour account manager
Planned capabilityYour report.
Your report.
Your address.
We’re extending the white-label experience to custom reporting domains. The direction is simple: clients open their monthly at a familiar address under your agency’s domain.
Your branding should carry through to the report behind that link. The address below is a concept using a reserved example domain; custom domains are not available in the app yet.
reports.youragency.example
mikes-plumbing / october-2026
Northside DigitalMike’s October monthly
Keep the numbers
as clear as the brand.
Presentation should make a report easier to read. Keep comparison periods, metric definitions and source notes visible when you apply your identity. Explain estimated values and incomplete data in the report itself.
Sample data · three agency identities for Mike’s October report.
Read the sample’s source notesBefore your first branded monthly
A few useful
details.
What can I put in my agency’s brand?
Bring your agency name, logo and colors into the report. Pair that identity with the report structure, commentary and next steps your team chooses. The showcase above explores that experience across a cover, a mobile view and an email; the three fictional identities are design examples.
Can I make each client’s report different?
Yes. Keep your agency identity consistent while changing the report itself. A local business may need calls and booked jobs; an ecommerce client may need orders, product sales and campaign costs. Choose the sections and layout that answer that client’s questions.
Does the client need a Monthwrap account?
Clients can open the shared report link without creating an account. Preview the client view before sending, check what you have included, and share the link with the intended recipients.
How should I handle the report email?
Use a recognizable sender name and a reply-to address your team monitors. Give the client one reason to open the report and a useful question to discuss. Monthwrap sends the email using your agency’s sender name and reply-to address. See when the client opens the shared report.
Can the report live on my own domain?
Custom reporting domains are part of the planned white-label experience. The address concept above shows the intended result: a report under a domain your agency owns. This capability is not available in the app yet.
Will branding change how the figures are calculated?
No. A brand choice changes presentation. Source definitions, comparison periods and the meaning of each measure should stay with the figures. In this showcase, every identity uses the same fictional October report: 85 leads and 34 booked jobs.
A report that belongs
to your agency.
Give your clients your work, your perspective, and a familiar place to find it.
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