Use case

Client reporting

Client reporting is non-billable, unavoidable and almost always late, because it competes with the delivery work in front of it. Multiply assembles reports from the project’s own material on a schedule, exports them with sources attached, and — because the reporting agent is shared rather than personal — makes the output look the same whoever produced it.

Today

Everybody’s report looks different

Reporting is usually rebuilt each time by whoever has capacity, from whatever they can find. The consequence is not only the hours: it is that quality varies by author, and a client notices. Standardising it across the agency is a priority every operations lead recognises and few have a mechanism for, because the standard lives in a template nobody is obliged to open.

Multiply workspace files — client decks and documents uploaded once, available to every task

How it runs

Standardised because it is shared, not because it is policed

01

Build the reporting agent once

Encode the agency’s format, tone and required sections as an agent. Agents are centralised: when someone improves it, the improvement is live for everyone rather than sitting in one person’s copy.

02

Run it on a schedule

A workflow runs it weekly or monthly per client, connected to that client’s workspace and project, so it reports on the right account with the right context.

03

A person reviews before it goes

The draft is the output; sending it is a human act. That is deliberate — a client report is a client-facing document and should have someone’s judgement on it.

04

Export with the citations intact

PDF and DOCX export keeps the source numbering, which is what lets a client check a claim instead of trusting a summary.

The second safety net

The value teams describe is not only speed — it is having something check the work before a client sees it, and having the agency’s standard applied without anyone having to enforce it. A shared agent is a lighter mechanism than a review process, and it survives the week everyone is busy.

The metrics these reports keep needing are covered by the free calculators, and defined in the glossary — worth linking your clients to rather than re-explaining each quarter.

Related: the product for how the pieces fit together, multi-client operations for running several of these at once, agency operations for the underlying idea, and the other use cases if reporting is not the job you want to start with.

FAQ

Common questions

Bring last month’s report for one client. Rebuilding it live is the clearest comparison.

Bring last month’s report

We will rebuild it from the project’s own material and you can compare.