Clients
Manage client portals and monthly reports
Sign in to manage client reports
Manage client portals and monthly reports
Create a portal and login for a new client
Manage report periods
| Period | Date Range | Status | Actions |
|---|---|---|---|
| Loading⦠| |||
Configure once β covers all client portals
Click a row to select
Select GA4 property and Search Console site for this client
Pull from GA4 & Search Console
Upload by platform β Claude uses these labels to understand each screenshot
Edit any field β Save Draft to keep working, or Publish when ready
What to capture from each platform for the best AI analysis
| Platform | Must Capture | Nice to Have |
|---|---|---|
| π GA4 | Sessions, Users, Channel breakdown | Pageviews, Top pages, Bounce rate |
| π Search Console | Clicks, Impressions, CTR, Avg. Position | Top queries, Top pages, Countries |
| π₯ Facebook | Views, Reach, Interactions, Followers | Best post stats, Page growth chart |
| πΈ Instagram | Views, Reach, Interactions, Followers | Best Reel/post, Story views |
| πΌ LinkedIn | Reactions, Page Views, Unique Visitors | Follower count, Post impressions |
| π’ Google Ads | Clicks, Impressions, CPC, Total Spend | Conversions, Keywords, ROAS |
| π― Meta Ads | Reach, Link Clicks, CPC, Total Spend | CTR, Ad-level breakdown, ROAS |
| π§ Mailchimp | Sends, Open Rate, Click Rate | Unsubscribes, Best campaign detail |