Client Reporting

Automated reports are great, until one goes out with a mistake in it

Updated September 2026 · by DeshTEK Digital

The value of a client report is trust. One wrong finding costs more than ten correct ones earn.

Short answer: Build the report from data you already collected, then put a human review step between generation and sending. In DeshTEK Digital every admin-generated report — reputation, prospect intelligence, white-label monthly and backlink outreach — is generated and stored first, reviewed as the exact branded PDF the client will receive, then sent with one click.

Generate, review, download, send

Generate. The report is built from existing audit results and stored. Nothing is sent.
Review. Open the exact PDF the client would receive, in a new tab.
Download. Keep a copy, or forward it from your own inbox.
Send. One click, with the reviewed PDF attached — no regeneration, no surprises.

Everything lives in one Reports Hub, so it is obvious at a glance what is ready, what was sent and what needs resending.

What belongs in a CRE client report

What changed since last month, before anything else
Findings with their source named, so any claim can be verified
A short, prioritised action list rather than every possible recommendation
Plain language for the findings that need a decision from the client

Why the review step is not optional

We learned this the hard way. A checker bug once reported a clean client domain as blocklisted, and the report went out with a malware cleanup plan attached. The fix was both a code correction and a workflow one: nothing reaches a client unseen, and every finding now shows the source and the raw evidence behind it.

In DeshTEK Digital

White-Label Monthly Report compiles existing tool results into a branded client report (1 credit)
Reputation, prospect, white-label and backlink reports all follow generate → review → send
Every report can be opened as a PDF, downloaded, or sent with one click

Run it on your own site

The free plan includes 5 credits a month — no credit card, no time limit.

Start free →

Frequently asked questions

What should a monthly marketing report for a CRE client include?

What changed since the previous month, findings with their sources named, and a short prioritised action list. Length is not the point — a client should know within a minute what to do next.

Should marketing reports be sent automatically?

Generate them automatically, but review before sending. An automated report with a wrong finding damages more trust than the time saved is worth.

Can I put my own branding on CRE reports?

Yes. White-label reports are built for handing to a client or principal, compiled from the audits and scans already run in the platform.