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Weekly summary and client reports

A weekly summary on WhatsApp or email, and reports you create in the app, edit by chat and share as a private link or PDF.

Updated 1 min readMarkdown
On this page
  1. Create a report
  2. A report for an agency's client
  3. Troubleshooting

Every Sunday at 08:00 you get a short weekly summary on WhatsApp or by email. And anytime, you can create a full report for a period, for yourself or a client.

Create a report

  1. Open “Reports” and pick a period

    “Last 30 days” or “Last month”, and who it's for: “Report for me”, “Report for the client” or “A version to share”. It's ready in about half a minute.

  2. Change it by chat

    Tap “Soften the opening” or “Make it shorter”, or write what to change.

  3. “Send”

    On WhatsApp, by email, as a copied link, or “Save as PDF”.

The link is private: reports are never left at a public address.

A report for an agency's client

The report opens with your agency's name and color. It's written for the client to read, not to act on:

Do

  • “What's next” covers only the agency's own work
  • Weak weeks and cuts stay in, with real numbers

Don't

  • Questions, requests or deadlines
  • Budget proposals or promotions
  • A change that needs approval: it goes to the client's approver in Taseli

Troubleshooting

No weekly summary arrived. Check in Settings › “Notifications” that WhatsApp is linked or your email is right.

The numbers differ from Google Ads. Taseli counts only purchases as sales and judges cost and return on mature data. Google's own figures are shown next to them, not instead.