A report template builds a complete client report from connected data in one click. The first template, Website Performance Report, uses Google Analytics 4 and is written for the business owner: one chart per page, short words, and a “What this means” note at the bottom of every page.
Before the first report
- Connect Google Analytics 4 for the client (client page → Google Analytics → Connect).
- Open the client → Settings tab → Report settings and fill in what you know:
- What to call conversions: enquiries, leads, bookings… (used in every sentence of the report).
- Industry: picks the benchmark the report quotes (for example Databox’s median engagement rate for health & wellness).
- Service area: the cities the client serves. Visits from other cities count as “outside the area”.
- Service pages and booking / contact pages: the URL paths the “path to an enquiry” page uses.
- Monthly targets: shown as goal bars. Leave empty and the report proposes targets.
- What we did this month: one line each; it appears on the summary page.
- Click Save changes.
Build the report
- Open Client reports and click Preview on the client’s schedule (or create a schedule first: Schedule a client report).
- In Report type, pick Website Performance.
- Wait a few seconds while the numbers are gathered. The preview shows the report and the editable AI summary.
- Edit the summary if you like and click Save summary, then Download PDF or send it.
The report covers the last full calendar month and compares it with the previous month (per day when the months differ in length) and with the same month last year.
The 15 pages
| Page | What it shows |
|---|---|
| 1 Cover | The month’s enquiries as a headline, the Website Performance Index, Prepared by / Prepared for |
| 2 At a glance | Enquiries, enquiry rate, visits, engaged visits with goal bars, and 12 months of enquiries against last year |
| 3 In short | The AI summary, 3 wins, 3 concerns, 3 actions, what we did, next month’s targets |
| 4 Six months | Visits (line) and enquiries (bars) |
| 5 Day by day | Visits per day with notable days, enquiries by weekday |
| 6 Sources | Share of visits vs share of enquiries per channel, including AI assistants (ChatGPT, Gemini, Copilot) |
| 7 Pages | Landing pages as bubbles: visits × enquiry rate, with the pages that leak enquiries |
| 8 Devices | Mobile vs desktop engagement and enquiry rate |
| 9 Places | Cities inside and outside the service area, and out-of-area ad visits |
| 10 Enquiries | By type, by week, by source (cost per enquiry when Google Ads is linked) |
| 11 Path | Visitors → engaged → service page → booking page → enquiry, with the biggest drop |
| 12 Content | Time on page vs enquiries per page |
| 13 Data health | Six tracking checks, and honest notes about Analytics data |
| 14 Actions | Next month’s actions ranked by expected extra enquiries |
| 15 Targets | Targets, how the index was calculated, words and sources |
Good to know
- Honest numbers. Google finishes a day’s data 1–2 days later, so build the report from the 3rd of the month. If Google withheld or sampled data, the report says so on the data-health page.
- Benchmarks are quoted only with a named, dated source (Databox, FirstPageSage, Statcounter, VortexIQ).
- White label. The cover shows your agency (name, logo, contact) as “Prepared by” and the client as “Prepared for”. Set these in Settings → White label.
- Cost. The Google Analytics API is free. The AI summary uses a small Gemini call per report; during the free trial the AI summary is included in 1 report, after that a computed summary is used when the AI is not available.
- More templates (Search Console, combined, year in review) follow the same steps.
Common questions
What data does the Website Performance Report use?
Only the client's Google Analytics 4 property (read-only), compared with the previous period and the same month last year.
Why does the report say 'enquiries' and not 'conversions'?
Enquiries are the key events set up in GA4. Business owners understand 'enquiries' better. You can change the word per client in Report settings, for example to Leads or Bookings.
Does the AI invent numbers?
No. Every number is computed from the GA4 data first. The AI only writes the one-paragraph summary on page 3 from those numbers, and the app rejects a summary that contains any other number. You can edit the text before sending.
What is the Website Performance Index?
Our own 0–100 index for the month (enquiry rate, engagement, growth, data quality). It is not a Google metric; its formula is printed on the last page.
Can I get a shorter version?
Yes. The short version keeps 7 pages: cover, the month at a glance, the summary, sources, pages, enquiries and the action plan.
Related articles
- Connect Search Console, Google Analytics or Business Profile
- The AI summary in client reports
- Schedule and send client reports
Still need help?
Ask in the chat inside the app, or send us a message on the contact page. You can also browse all help topics.