Weekly client reporting automation for agencies.
Build a repeatable reporting workflow with source freshness checks and review before distribution.
Fix the reporting contract
Define the period, timezone, metrics, data sources and calculations before automating the report.
Check data quality
Verify that each source covers the same period and flag missing or stale data. Do not fill gaps with invented numbers.
Draft with evidence
Include links to source dashboards and distinguish measured facts from commentary or hypotheses.
Require review
Ask the account owner to inspect anomalies, explain meaningful changes and approve the final report before it is sent.
Verify and archive
Confirm delivery, save a dated copy and record the source period. Test missing data, late jobs, repeated schedule triggers and delivery failure.
Use the toolkit
Turn this advice into a structured workflow, then test it with synthetic data before production.