# 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.

- Source: https://taseli.co.il/en/help/weekly-reports-white-label
- Category: Agencies and teams › Reports and clients
- Updated: 2026-10-15

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

> **Note: Estimated vs. measured**
>
> Savings in a report are labeled. Estimated and measured savings are never added together.

## 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.

## Related articles

- [Agencies: MCC, team and client approvals](https://taseli.co.il/en/help/agency-mcc-and-client-portal.md): Connect your MCC once, set up each client in a few taps, invite your team, and let the client approve changes on WhatsApp or in the app.
- [Monthly budget pace](https://taseli.co.il/en/help/budget-pacing-targets.md): See what you've spent this month against your monthly budget, how the month-end forecast works, and when Taseli alerts you.
- [Alert channels: WhatsApp and email](https://taseli.co.il/en/help/alert-channels-whatsapp-email.md): Link WhatsApp, pick a daily summary, and see what arrives right away, what waits for the morning and what stays in the app.
- [Monthly client reports that send themselves](https://taseli.co.il/en/help/monthly-client-reports.md): For agencies: on the 1st at 09:00, last month's report goes to the client on WhatsApp or by email, under your agency's name. Turn it on per client.

[All help articles](https://taseli.co.il/en/help/llms.txt)