Client Reports
How agencies make a branded, shareable report page for each client.
Client reports are part of the Agency plan. Each client gets one report page that you brand and share with a link. The page shows live figures and needs no sign-in.
Make a report
Open Client reports in the sidebar. Agency admins and agency editors can make reports.
- Choose the Client.
- Set a Title. The default is "Monthly creator report".
- Choose the Period: Last 7 days, This month or Last month.
- Choose the Sections.
- Choose Save and create link.
A preview shows the page as the client will see it.
Sections
| Section | Default |
|---|---|
| Views and top posts | Always on |
| Creators | On |
| Creator spend | Off |
| Average CPM | Off |
| Powered by ViewsBase | On |
Turn on Creator spend and Average CPM only when the client should see money.
Agency branding
Agency admins set a Logo URL (a link that starts with https://) and an Accent color. They are shared by every client report. If the color is too light to read, ViewsBase uses a darker one and says so. The report uses a light page that prints and shares well.
Share the link
Each report has one share link, for example viewsbase.com/r/.... Copy it, or open it in a new tab. Turn Share link on off to stop sharing. The old link stops working until you turn it on again.
Client viewers
A client viewer is a person at the client with a read-only login. They sign in with email and see overview, posts and reports for their client. They see the same numbers as the agency, including creator spend. Add them on Team and access. See Roles & Permissions.
Report links made in earlier versions keep working.