Approval & delivery
Client reports
A monthly report under your agency's name: what was made, what the client approved, and how fast.
Monthly report (PDF)#
In the calendar, choose Export ▾ → Client report (PDF) for the month on screen. It includes every post that was sent to the client that month:
- Your agency's logo or name and Monthly content report
- Totals: posts made, approved by the client, approved first time, changes handled, typical time to approval, already live
- Where it went (by platform) and Occasions covered
- What we made: every post with its date and status
- Your feedback, handled: the client's change notes
- Your report footer (set in Agency branding); paid plans leave out "Made with TurtleCanvas"
Month-plan report#
In Plan the month, Report opens a page for that plan: posts planned, delivered, approved and changed; a calendar of thumbnails; and every post with its caption, sizes and the client's verdict. Print it to PDF from your browser.
Stuck? Ask the assistant in the corner of any page, or email contact@turtletechsai.com.