> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clientplug.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Reports

> Generate white-label performance reports and send them to clients — on demand or automatically.

**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.

<Note>
  Reports are available on the **Pro** and **Enterprise** plans. AI-drafted
  summaries and scheduled auto-send are **Enterprise**. See
  [Plans & pricing](/plans-and-pricing).
</Note>

## 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)

<Tip>
  Set your **agency name and logo** in [Settings → Profile](/account/settings) so
  every report carries your branding instead of ClientPlug's.
</Tip>

## Generate a report

<Steps>
  <Step title="Open Reports">
    Click **Reports** in the sidebar.
  </Step>

  <Step title="Pick a client and period">
    Choose the client and a period — **Weekly**, **Monthly**, or a **custom**
    date range.
  </Step>

  <Step title="Add a note (optional)">
    Write a short summary for the top of the report, or let AI draft one for you
    (Enterprise — see below).
  </Step>

  <Step title="Generate & preview">
    Click **Generate Report** to build the report and preview exactly what the
    client will see.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Every report you generate is saved under **Past reports**, where you can reopen,
review, or resend it.

## 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.

<Note>
  Each AI draft uses **1 credit** from your monthly AI allotment. See
  [Campaign Plans & AI credits](/essentials/campaign-plans) for how credits work.
</Note>

## Schedule automatic reports

On **Enterprise**, you can put a client's reports on autopilot. Open a client's
**Reports** settings and choose a cadence:

| Cadence     | When it sends         |
| ----------- | --------------------- |
| **Weekly**  | Every Monday          |
| **Monthly** | The 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).

<Warning>
  Auto-send requires a valid **recipient email** on the client. Without one, the
  scheduled report is skipped.
</Warning>