Agency PDF client reports
Updated For agencies
Client reports turn one workspace's results into a PDF with your agency's branding, ready to send to the brand. You'll find them under Agency → Client reports. They are for owners and admins of the agency's main workspace.
Generate a report
- Go to Agency → Client reports.
- Under New report, pick the Workspace: your main workspace or one of your client workspaces.
- Pick the Range: Last 7 days, Last 30 days, Last 90 days or Last calendar month. Days are counted in UTC.
- Choose Generate PDF. The report is queued and is usually ready in under a minute. Keep the page open and Kalman shows a message when it's ready, or if it couldn't be generated.
You can make up to 20 reports per hour.
What's in it
- Cover: your agency name and logo (from Report branding), "Prepared for" the workspace, the range and the date it was made.
- Results: Sessions, Visitors, Leads, Intakes started, Purchases, Approvals, Refills and Revenue (net of refunds).
- Funnel: each step's visitors, as a share of the first step and of the previous one.
- Ad spend by channel: spend, purchases, approvals, cost per purchase, cost per approval and ROAS. It's included only when the workspace's package has acquisition reporting.
- Signal to ad platforms: events delivered to each platform, plus a Meta signal summary.
- Website: top pages and channels. It's included only when the workspace has web analytics.
Reports hold totals only. They never include a person's details, a hashed identifier, a single event or an order reference.
Download and expiry
Recent reports lists the last 30 days of requests. For each one it shows the Status (Generating, Ready, Failed or Expired) and how long it's Available.
- Choose PDF on a ready row to download it.
- Download links only work for signed-in members of your agency, and only until the file expires.
- Each file is deleted 24 hours after it's ready. After that, the link says "This report has expired. Generate a new one."
Download the PDF if you want to keep it, then send it to the brand yourself. Kalman doesn't email reports.
Related articles
- Bulk scans and white-label reportsFor agenciesScan a list of client and prospect sites at once, then send each brand a report with your agency's logo, color and call to action.
- Overview, Traffic and FunnelWhat the Overview, Traffic and Funnel pages count, how the date range works, and how product LTV is calculated.
- Acquisition and ad spendImport ad spend, then see cost per purchase, cost per approved patient and ROAS by channel, campaign, ad set and ad.
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