Client report template
A Word starting point for the executive summary, completed work, checked results, evidence, limitations, and next actions.
AI report generator
Bring the spreadsheets, campaign exports, or project notes behind your client update. Okou turns them into an editable Word report with a clear summary, checked metrics, source references, and next steps for review.
Describe the report and who will read it
Opens a task in Okou. Sign in and add your source files; AI runs use credits. The starter Word template is free to download.Create my client report
Start with:
Start with an editable download
Free downloads, no account required. Templates and sample data are in English.
Campaign performance sample workbook
Two fictional campaigns with raw data, metric definitions, formulas, and independently calculated checks. Practice with sample data before using your own exports.
Using a file in Okou opens a task after sign-in; AI runs use credits.
What is an AI report generator?
An AI report generator organizes source material into a document a client or manager can review. It connects the work completed, the measured results, and the decisions needed, with the evidence and its limits close to each claim.
Choose a report when you need a dated narrative, commentary, and recommendations in Word or PDF. Choose the AI dashboard builder for a visual view of spreadsheet metrics, or Excel to PPT for a meeting deck. The same evidence can support each format, but the deliverable serves a different job.
How to create a client report with AI
Keep the result traceable from the input to the final recommendation.
- 01
Supply the evidence
Upload exports and notes. Name the client, date range, metric definitions, and desired document format.
- 02
Check before interpreting
Reconcile totals and comparable periods. Identify gaps, duplicates, and attribution differences.
- 03
Review the report
Check the executive summary, source table, limitations, and proposed actions before sharing.
What business reports can you create?
Match the document to the decision your reader needs to make.
Marketing performance reports
Completed work, campaign results, attribution limits, and next-period priorities.
Social media reports
Content themes and measured engagement with the account, period, and sample stated.
Client progress reports
Deliverables completed, blockers, decisions, dependencies, and accountable next steps.
Management reports
Checked KPIs, period comparisons, risks, and recommendations supported by source files.
How to turn a client report into a meeting deck
Use the reviewed report as the source for an executive readout, keeping the figures and limitations attached.
A report that keeps the denominator visible
Illustrative figures from the downloadable sample workbook, not customer performance.
Synthetic campaign inputs
- Search campaign
- USD 1,200 spend, 40 attributed conversions, USD 4,000 attributed revenue.
- Social campaign
- USD 800 spend, 20 attributed conversions, USD 1,600 attributed revenue.
- Comparison limits
- One fictional month, one currency, and a shared 7-day click attribution window. No prior period is supplied.
Checked findings
Calculate from totals
USD 2,000 total spend and 60 attributed conversions give USD 33.33 CPA. Do not average the channel CPAs.
Keep revenue qualified
USD 5,600 attributed revenue divided by USD 2,000 spend gives 2.8× ROAS. This is not a profit or incrementality measure.
Keep the next step conditional
Request the previous period and tracking context before claiming growth or recommending a budget shift.
The sample is for practice. Replace it with your own exports before preparing a real client report.
Get better results with connectors
Bring the source material and choose the reporting period. Review the findings before you share them.
Useful connectors
Google Sheets
Google Docs
Google Drive
Prepare your next client report
Use the reviewed report as the source for an executive readout, keeping the figures and limitations attached.
AI report generator FAQs
Which files can I start from?
Start with Excel or CSV exports, existing documents, and project notes. Explain what each file represents and which source is authoritative if figures disagree.
How does a report differ from a dashboard?
A report captures a period's results, commentary, evidence, and next steps in a document. A dashboard emphasizes charts and metrics for repeated viewing. Use the dashboard builder when that is the format your team needs.
Can I export the report to Word or PDF?
Ask for an editable Word document to keep revising it. Request a PDF when you are ready to share a fixed version, and retain the source files and calculation workbook for review.
Can it report on competitors' social accounts?
Yes, using available public evidence or material you supply. The report should state the sample and access limits. Private reach, saves, audience demographics, and sales remain unknown without authorized first-party data.
Is it free?
The starter Word template and sample workbook are free to download without an account. Creating an AI report opens in Okou after sign-in and uses credits.
Okou also has the AI dashboard builder, the excel to PPT, the report to PPT and the instagram competitor analysis.
Prepare your next client report
Bring the source material and choose the reporting period. Review the findings before you share them.
