What client reports include
Client reports are PDF exports designed for agencies and teams that need to share a summary with clients or stakeholders.
Depending on available data, a client report can include:
- executive summary
- traffic overview
- conversion summary
- heatmap insights
- session replay insights
- friction insights
- form and survey feedback
- opportunities
- action plan
- before and after comparison
Reports use real site data for the selected date range. If a feature has no data, the report should not invent placeholder results.
Choose a date range
Select the reporting period before generating the report. Common periods include:
- last 7 days
- last 30 days
- previous month
- campaign period
- before and after a website change
Use the same date range each month if you want consistent comparisons.
Add branding first
Agency users can add an agency name and branding image before generating reports. This helps make exports client-ready.
Check that branding is current before downloading or emailing a report.
Generate the report
From the Agency page, choose the date range and download the client report. UserTrail prepares the report in the background and emails it when ready.
If the same report has already been generated for the same site and date range, UserTrail may return the existing report instead of creating a duplicate.
Review before sharing
Always review the report before sending it to a client. Confirm that:
- the date range is correct
- the agency name and branding are correct
- the metrics match the intended site
- empty sections are expected
- recommendations are appropriate
How to use client reports
Use the report as a discussion guide rather than a complete diagnosis. The best follow-up is usually to open the linked sessions, heatmaps, funnels, forms, or friction reports and review the evidence together.
Best practices
- Generate reports after enough data has been collected.
- Use consistent date ranges for monthly reporting.
- Review all AI-generated summaries before sending.
- Use session links and heatmaps as supporting evidence.
- Turn opportunities into specific next actions.