# Agency PDF client reports

> Generate a branded PDF of a client workspace's results for a date range. Each file can be downloaded for 24 hours.

Updated 2026-11-10 · Agency · For agencies · https://kalmananalytics.com/support/agency-client-reports/

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

1. Go to **Agency → Client reports**.
2. Under **New report**, pick the **Workspace**: your main workspace or one of your client workspaces.
3. Pick the **Range**: Last 7 days, Last 30 days, Last 90 days or Last calendar month. Days are counted in UTC.
4. 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](/support/agency-bulk-scans/)), "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**.

1. Choose **PDF** on a ready row to download it.
2. Download links only work for signed-in members of your agency, and only until the file expires.
3. 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.

Still stuck? Log in and open a request: https://app.kalmananalytics.com/support