Weekly and monthly client reports from one saved template
A client report has five parts: the period, the headline number, how it moved against last period, what happened, and what comes next. Build that page once from a report template, and every report after it keeps the same layout. Type in the month's numbers and download the PDF, make one report per client from a spreadsheet, or ask ChatGPT or Claude to fetch the figures and hand you the finished file.
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Weekly and monthly reports
How to make branded monthly client report PDFs
Read the transcript
You can make every monthly client report PDF from one saved design, in each client's own colours. Your weekly reports work the same way.
Say you run a small agency, and every client gets a report on the first of the month. You copy last month's slides, fix the fonts again... and hope you didn't miss a number.
This time, you build the report just once. You start from a report design in the gallery. This scorecard gives each number a target and a result.
Now pick your client's brand kit, and the whole report switches to their colours and fonts, all at once.
Then September's results go in, row by row, each with its status... and the grade goes up in the corner.
One click on Export, and the PDF is yours for one credit. That's Honeybank's September report, ready for your client.
When October comes, you open the same design and type in the new numbers. One more credit, and October's PDF sits right beside September's, in the very same design.
For your next client, just pick their kit. Same report, their brand.
Make your first client report at thirds.ai.
How it works
How do I make this month's client report?
Say your client is Harrow & Vale Architecture and September is over. Here is the whole job, and the same three steps give you October.
Open your saved report
The first time, open a report template in the gallery, click Use this template, and pick the client's brand kit under Brand kit. Save it, and every month after that you open the saved design instead.
Type in the month
Open the Data tab and fill the five parts: the period (September 2026), the headline number (£42,800 revenue), the change (+24% on August), what happened, and what comes next. The layout doesn't move, however long the highlights run.
Export the PDF
Click Export, check the preview, and click Download PDF. October's report is the same steps with October's numbers, and it comes out in the same layout as September's.
Why it looks right
The same layout every month, so the client reads the number, not the page
A client who gets a report every month learns where to look. When this month's report puts revenue in the same spot as last month's, they see the change in a second. Copying last month's slides and typing over the numbers keeps the layout for a while, until a chart gets dragged or a longer paragraph pushes the total onto page two. On thirds.ai the saved design holds the layout, and you only ever touch the data.
- Change the design once, and every report from then on uses the new look. The reports you already sent stay as they were.
- Charts come from the numbers you type: bar, line, pie, or doughnut, with up to 12 entries each, in the design's colours.
Weekly report format
What goes in a weekly report?
A weekly report fits on one page: a two-line summary, the numbers that matter this week, what got done, what's blocked, and the plan for next week. A project report adds the milestones and the risks; a sales report swaps in sales against target, new leads, deals closed, and the pipeline. Pick a report template with those parts in that order, rename the labels once, and your manager finds the same part in the same spot each week.
- Give every number a label your reader uses, such as 'Deals closed' rather than 'Metric 2'. The labels are part of the design, so you rename them once.
- Keep the status words short and the same every week: On track, At risk, Blocked. A reader scans them before reading anything else.
Monthly client reports
One report per client, all at once, from one spreadsheet
When five clients get a report on the first of the month, put them in one spreadsheet: one row per client, one column per part of the report, such as period, revenue, change, highlights, and next steps. Open Batches, pick your saved report, paste the rows in, and click Make 5 files (the button counts your rows). You get a ZIP with one PDF per row, all in the same layout. One run uses one design and one brand kit, so the clients who share your brand go in one run, and a client with their own kit gets a run of their own.
- A spreadsheet row is also a checklist: an empty cell shows you a missing number before the report goes out.
- One run makes up to 10 reports on Free, 50 on Starter, 100 on Growth, and 200 on Scale.
From your AI assistant
Where do the numbers come from?
Your analytics, accounting, or ad platform works out the results; thirds.ai puts them on the page. If you connect ChatGPT, Claude, Gemini, Grok, or any other AI you use to thirds.ai, it can do the middle step too: ask it to pull September's figures from a tool it can reach, write the two-line summary and the next steps, and give you the finished PDF in your saved design. The design holds the layout, so the assistant can't move the total or change the font, and the report is ready to send when it arrives.
- Ask for the month's report in one sentence, and check the numbers, not the layout.
- Set it up once for the Friday report, and from then on ask the same way every week.
Around the report
The other papers your client gets from you
A report lands better when the brief and the statement of work that came before it, and the notes you send between reports, look like they came from the same hands. Make them in the same brand kit, and the client sees one firm from the first page to the last.
Project briefPDF · A4 Gets everyone to agree the goal and the dates before the first status report.
Statement of workPDF · A4 Gets the scope and the fee agreed and signed before you start.
Creative briefPDF · A4 Gives a designer or a writer what they need on one page, so the first draft lands closer.
Release notesPDF · A4 Tells the client what changed since the last report, in the same brand as the report.
For developers and agents
Run month end from your own code
When month end runs on a schedule, your code sends one POST request to /v1/pdf with your saved report's ID, the client's brand kit ID, and the month's numbers as data fields that match the template. Name the Idempotency-Key after the client and the month, as the example does, so a rerun within 24 hours returns the same PDF instead of a second one. For every client at once, send one JSON row per client to Batches; a webhook fires for each finished PDF, or your app polls the batch until the ZIP is ready. An AI agent connected over MCP makes the same request as a tool call, with the figures it fetched.
curl --fail-with-body --silent --show-error \
https://thirds.ai/v1/pdf \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: monthly-report-harrow-vale-2026-09" \
--data '{
"template_id": "tpl_YOUR_MONTHLY_REPORT",
"version": 1,
"brand_kit_id": "kit_YOUR_CLIENT_KIT",
"data": {
"business_name": "Harrow & Vale Architecture",
"period": "September 2026",
"revenue": "£42,800",
"clients": "18",
"growth": "+24%",
"highlights": "The new client guide cut the time from first meeting to signed project from five weeks to three. The Clifton Yard fit-out finished two weeks early.",
"next_steps": "Agree the fee proposal for the Riverside extension and book the Mill Lane planning meeting."
},
"pdf": { "format": "A4" }
}'{
"servers": {
"thirds": {
"type": "http",
"url": "https://thirds.ai/mcp",
"headers": {
"Authorization": "Bearer YOUR_API_KEY"
}
}
}
}Good to know
Pages, sizes, charts, and the price of a report
- Cost
- One credit for each finished PDF, however many pages
- Length
- Up to 100 pages in one PDF
- Page size
- A4 by default, or Letter, landscape, or your own size
- Charts
- Bar, line, pie, and doughnut, up to 12 entries each
- Reports in one run
- 10 on Free, 50 on Starter, 100 on Growth, 200 on Scale
- File kept
- 30 days on Free, up to a year on a paid plan
Who it is for
For anyone who sends the same report every week or month
The report that comes round every Friday or every first of the month is the one worth building once: a team update, a client's monthly page, or the campaign report at the end of each flight.
Agencies
Send each client a monthly report in their own brand from one design: pick the client's kit, type the month, and download. Clients who share a brand go in one spreadsheet run.
Project and operations teams
Send a status report every Friday and an incident record when something breaks, both in one layout your manager already knows.
Developers and agents
Run month end on a schedule: one request per client, or one batch for all of them, with a webhook for each finished PDF.
Questions people ask before the first report
Make a sample weekly reportWhy send a client report every month?
Because the client is paying you between the calls, and the report is what they see for it. A short monthly page with the headline number, the change against last month, what happened, and what comes next answers 'what did we get this month?' before they ask. The same layout each month makes the change easy to spot.
Why make the report from a saved template instead of last month's file?
Last month's file carries last month's mistakes: a number you forgot to change, a chart that drifted, a paragraph that pushed the total onto a second page. A saved template holds the layout and starts empty, so each month you only type the new numbers, and the page comes out exactly like the last one.
What should a monthly client report include?
Five things, in this order: the period, one headline number, how it moved against last period, three or four lines on what happened, and what you'll do next. Add a small table or chart only when it explains the headline number, such as where the orders came from. One page is enough for most clients; the detail lives in your analytics tool, and the report points at it. Open the Monthly report template.
How do you write a weekly report?
Start with a two-line summary of the week. Then give the numbers that matter, list what got done, name the blockers, and end with the plan for next week. Keep it to one page. A report template from the gallery gives each of those parts its own place, so you fill in the text and numbers and the page comes out looking finished. Open the Project status report template.
What's the usual format for a weekly sales report?
A weekly sales report shows the week's sales against the target, the new leads, the deals that closed, and the pipeline for the week ahead. Pick a report template, change the labels at the top to your sales figures, and list the open deals in the rows below.
Should I use a Word or Excel weekly report template, or a saved design?
A Word or Excel file is enough when the layout never changes and nobody else sees the page. A saved design on thirds.ai does more when you send the same report every week to several people or clients, because every PDF comes out in the same layout and your brand, and your AI assistant can make it for you. Compare filling Word templates in Carbone with thirds.ai.
Can ChatGPT or Claude make my weekly report?
Yes. Once your assistant is connected to thirds.ai, tell it the week's numbers, or let it pull them from a tool it can reach, and ask for the report. It fills your saved design and hands you the PDF, so all you check is the figures before you send it. Connect your AI assistant.
Can one template make reports for several clients?
Yes. Save a brand kit for each client and pick it when you make their report, and the same design comes out in that client's brand. Free and Starter give you one brand kit, Growth five, and Scale twenty. Set up brand kits.
Can I make all my client reports at once?
Yes. Open Batches, pick your saved report, and paste in a spreadsheet with one row per client and one column per part of the report. Click Make 5 files (the button counts your rows) and download a ZIP of the finished PDFs. One run uses one brand kit and takes up to 10 rows on Free, 50 on Starter, 100 on Growth, and 200 on Scale. Read about CSV batches.
Does thirds.ai work out the report numbers?
No. Your analytics, accounting, or reporting tool works out the results. You bring the finished numbers, or your AI assistant fetches them, and thirds.ai puts them on the design and gives you the PDF.
Can I turn my old report into a template?
Yes. Save a page of your old report as a PNG and upload it to thirds.ai. We rebuild it as a design you can edit, with your logo, colours, and fonts. A rebuild costs 50 credits, and free monthly credits count. Save a report page as a PNG with the free converter. Turn the page into an editable template.
Can a report have more than one page?
Yes. A report can have up to 100 pages of the same size. The default page is A4 portrait, and you can pick Letter or set your own width and height.
Is this report generator free?
Yes. A free account comes with 50 credits each month, and a finished report costs one credit, so four weekly reports and five monthly client reports fit inside it with plenty left. Free files stay for 30 days; a paid plan keeps them for up to a year. See the plans.
Weekly and monthly reports
Send this month's report in the same layout as the last one
Make a sample weekly report in the playground now, with your own numbers. When you like it, sign up and save the design with your logo.