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Reports turn each client’s live campaign data into a clean, branded performance report you can send straight to the client — no spreadsheets, no manual copy-paste from Meta and Google.
Reports are available on the Pro and Enterprise plans. AI-drafted summaries and scheduled auto-send are Enterprise. See Plans & pricing.

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What’s in a report

Every report is white-labeled with your agency’s name and logo and summarizes the client’s results for the period:
  • Results at a glance — ad spend, leads/results, cost per lead, and your target cost per lead, each with a change vs. the previous period
  • Channel breakdown — Meta and Google side by side
  • Campaign rows — per-campaign spend, results, and cost-per-result
  • Top ads — the creative that ran, with its metrics
  • Your summary note — a written recap at the top (optional)
Set your agency name and logo in Settings → Profile so every report carries your branding instead of ClientPlug’s.

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Generate a report

1

Open Reports

Click Reports in the sidebar.
2

Pick a client and period

Choose the client and a period — Weekly, Monthly, or a custom date range.
3

Add a note (optional)

Write a short summary for the top of the report, or let AI draft one for you (Enterprise — see below).
4

Generate & preview

Click Generate Report to build the report and preview exactly what the client will see.
5

Send

Enter the client’s email (it pre-fills from the client’s saved recipient) and click Send to client. Reports are emailed for you.
Every report you generate is saved under Past reports, where you can reopen, review, or resend it.

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Draft a summary with AI

On Enterprise, click ✦ Draft with AI next to the summary note. ClientPlug reads the client’s actual numbers for the period and writes a plain-English recap you can edit before sending.
Each AI draft uses 1 credit from your monthly AI allotment. See Campaign Plans & AI credits for how credits work.

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Schedule automatic reports

On Enterprise, you can put a client’s reports on autopilot. Open a client’s Reports settings and choose a cadence:
CadenceWhen it sends
WeeklyEvery Monday
MonthlyThe 1st of each month
Scheduled reports cover the most recently completed period and email automatically to the client’s saved recipient address. You can optionally include an AI-written summary on each one (1 credit per report).
Auto-send requires a valid recipient email on the client. Without one, the scheduled report is skipped.