Daily counts
Bring figures such as calls answered, appointments completed or jobs booked. Put the date in the first column and use one clearly named numeric column for each measure.
CSV / Excel + Monthwrap
Your own data reporting
CSV and Excel data in your client report.
Upload dated numeric results from a prepared CSV or Excel file, then use them beside connected platform data in Monthwrap.
AvailableFile upload
Inside the monthly reportSample data
Northside Digital / Cedar Home Services
Four days from the front desk
Calls answered58Total across these four sample days
Jobs booked19A separate numeric column
FormatCSV / .xlsxDates first, then named numbers
Prepared numbersMonthly report
| Record | Reported numbers |
|---|---|
| 2026-10-01 | 12 calls |
| 2026-10-02 | 15 calls |
| 2026-10-03 | 13 calls |
| 2026-10-04 | 18 calls |
Sample rows show the calls-answered column of a prepared file, not an automatic mapping of an arbitrary export. Use consistent labels and units.
CSV / Excel, at a glance.
- Connect with
- File uploadUpload CSV or .xlsx with dates first and one named number per column. Review the file and number settings before import.
- Updates
- Whenever you upload a prepared CSV or Excel file.
- Earlier months
- Include the earlier dates you have in the file. Re-uploading a date and metric replaces that uploaded value.
- In your report
- Your own dated numeric results.
Built around your client’s questions
Not every important number has a connector.
For agencies reporting offline results, client-supplied numbers or unsupported tools.
The front desk may track bookings in a workbook. A client may send a monthly export from an industry system. An account manager may have an agreed count of completed consultations. These numbers can matter more to the client than another chart of impressions, even when there is no native platform connection.
Monthwrap accepts a simple dated numeric layout so those results can sit beside connected data. Prepare the file, review the import and choose the resulting metrics in the report builder. Keep their source and definition clear: an uploaded booking count is useful because the agency can explain where it came from, not because it looks like another platform metric.
Choose the numbers that matter
What CSV / Excel
brings to the report.
Your own dated numeric results. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Money values
Import agreed monetary figures such as invoiced or collected amounts with the appropriate metric settings. State the currency and definition; an invoice total is different from cash received.
Levels and ratios
Use suitable settings for metrics that should show a latest value rather than a monthly sum. Ratios need an appropriate calculation or prepared definition instead of adding daily percentages together.
Corrected results
Re-uploading the same date and metric replaces the earlier uploaded value. This makes corrections possible without intentionally counting the same daily result twice.
For your next client report
Offline outcomes in a digital report
Add the client’s confirmed bookings or completed jobs beside marketing results. Explain the supplied source and avoid implying that every offline outcome was caused by a particular campaign.
Arrange the report in your own layoutRead it from the client’s side
See the complete
local growth report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From CSV / Excel
to the right client.
Upload CSV or .xlsx with dates first and one named number per column. Review the file and number settings before import.
Connection methodFile uploadAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Prepare the first worksheet
Use CSV or .xlsx with dates in the first column and metric names in the header row. Excel imports read the first worksheet; older .xls files should be saved in a supported format.
- 02
Review the file and settings
Upload to the correct client and check the preview or file details. Supported limits are 5 MB, 5,000 data rows and 50 numeric columns per file.
- 03
Verify the imported numbers
Review reported row errors, compare a known date with the source and confirm money or aggregation settings. Then add the selected metrics and their explanation to the report.
Know what each
number means.
A prepared format is required
The upload does not understand every vendor’s raw export. Remove decorative headers and arrange the dates and numbers before importing; text notes and arbitrary tables are not numeric report metrics.
Choose one source per result
Keep a consistent source for each measure. Uploading a store-sales total alongside a connected store total does not create two independent revenue streams to add together.
Before you connect
A few useful
answers.
Can I upload an Excel workbook without converting it?
Yes, use .xlsx. The import reads the first worksheet and expects a date column followed by named numeric columns. Save older .xls workbooks as .xlsx or CSV first.
What happens when I correct an earlier value?
For uploaded numbers, the same date and metric replaces the earlier uploaded value. Check the client, date and metric name carefully so the correction updates the intended result.
Can I upload a percentage each day?
You can bring numeric values, but decide how the report should aggregate them. A monthly total of daily percentages is usually meaningless; use a suitable calculation or latest-value setting for the measure.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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