Agency PDF client reports

Agencies can now hand clients a polished results report without building slides by hand.

Under Agency → Client reports, pick one of your workspaces and a range (the last 7, 30 or 90 days, or last calendar month). Kalman builds the PDF in the background, and the page shows a notice when it's ready to download.

What's in it

• A cover with your agency's name and logo, "Prepared for" the workspace, and the range.
• Results: sessions, visitors, leads, intakes started, purchases, approvals, refills and revenue net of refunds.
• Funnel steps with step-to-step conversion.
• Ad spend by channel with cost per purchase, cost per approval and ROAS, when the workspace's package includes acquisition.
• Signal: events delivered per ad platform, and the Meta signal-gap summary.
• Top pages and channels from web analytics, when it's on for the workspace.

Reports carry totals only: never a hashed identifier, an order reference or anything tied to one person. The footer shows your agency's name, with no Kalman sales pitch.

24-hour expiry

Each PDF is kept for 24 hours, then deleted. Downloads need both your sign-in and a short-lived signed link. After expiry, generate a new one; the request history stays on the page.

Read the guide