Introducing White Label Client Reports: Branded Performance Reports in Minutes

The Reporting Problem

Every agency knows the drill. A client wants a monthly performance update. So someone on the team opens Google Sheets to pull spend data, switches to Looker Studio for conversion charts, screenshots a few campaign tables, pastes everything into a slide deck, and writes a summary paragraph that tries to sound insightful at 4:30 PM on a Friday.

Multiply that by ten clients and you've got a full day of copy-paste reporting every month. The data is stale by the time it's delivered. The formatting is inconsistent. And if the client asks a follow-up question, someone has to dig back into the raw numbers to answer it.

This doesn't scale. Agencies spend 20-30% of their time on reporting tasks that add zero strategic value. The data already exists in your ad platforms. What's missing is a way to package it into something professional, branded, and fast.

That's what Client Reports solves.

What Client Reports Does

Client Reports is a three-step builder that creates branded, self-contained performance snapshots from your connected ad account data. No spreadsheets, no screenshots, no slide decks.

Step 1: Select a Client

Choose from your existing clients, each with their mapped ad accounts already configured. Blueprint pulls the latest performance data automatically based on the accounts assigned to that client.

Step 2: Configure the Report

Set the date range, review the auto-calculated KPIs, and let the AI generate an executive narrative that summarizes the period's performance. Add your own recommendations, edit the narrative if you want, and review the change log of what your team did during the reporting period.

Step 3: Preview and Publish

Preview the full report as your client will see it. When it looks right, publish it. Blueprint generates a unique shareable link with a secure token that you can send directly to your client. No account creation needed on their end.

What's in a Report

Every published report includes eight sections, designed to give clients a complete picture of their ad performance without overwhelming them with raw data.

Branding That Matches Your Agency

Every report is white-labeled to look like it came from your agency, not from Blueprint. Here's how the branding system works.

The report header displays your agency logo alongside your client's logo. Both are configured in your workspace settings. The report's primary color — used for headers, chart accents, and KPI highlights — follows a cascading resolution order: it first checks for a client-specific brand color, then falls back to your agency's brand color, and finally defaults to Blueprint's teal if neither is set.

This means you can set your agency color once in Settings and have it apply to every report automatically. Or, if a client has specific brand guidelines, you can override it at the client level. Either way, the reports look like your reports.

There's no Blueprint branding visible to clients on the published report. The URL uses a secure token, the page displays your logos and colors, and the content is entirely about the client's performance.

Share Without Friction

Every published report gets a unique link with a cryptographically secure token. To share a report, you copy the link and send it to your client via email, Slack, or however you normally communicate.

Clients view the report in their browser. There's no login page, no account creation, no password to remember. They click the link and see the full report immediately. It's designed to be as frictionless as possible — the same way you'd share a Google Doc with "anyone with the link" access, but with proper token-based security.

If you need to revoke access to a report, you can unpublish it at any time. The link stops working immediately.

AI Does the Heavy Lifting

The executive narrative is the part of client reporting that takes the most time to write well. It needs to be concise, accurate, and insightful — summarizing what happened, why it matters, and what changed.

Blueprint's AI generates this narrative automatically. It analyzes the report's KPI data, compares it against the previous period, identifies trends and anomalies, and produces a 2-4 sentence summary in professional, plain language. No jargon, no filler.

You can use the AI narrative as-is or edit it before publishing. Most teams find the generated text is 80-90% ready and just needs a sentence or two of team-specific context. Either way, you're starting from a strong draft instead of a blank text box.

What's Next

This initial release covers the core reporting workflow: build, brand, and share. But we're already working on the next phases.

These features will roll out over the coming months. If you have specific requests, reach out to our team — your feedback directly shapes the roadmap.

Getting Started

Client Reports is available on every plan, including the free tier. Here's how to set up and build your first report:

1. Configure your agency branding in Settings. Upload your agency logo and set your primary brand color.
2. Create a client and map their ad accounts. Upload the client's logo and optionally set a client-specific brand color.
3. Navigate to Client Reports and click "New Report." Select the client, set the date range, review the KPIs, and let the AI generate the narrative.
4. Preview, publish, and share the unique link with your client.

The entire process takes under five minutes from start to shareable link. And once your clients and branding are configured, subsequent reports are even faster.