--- title: "Report" description: "Send client reports as pages your client opens anywhere. Templates for creative studios, with charts, progress photos, view tracking and chat on the page." canonical: "https://formlio.com/use-cases/reports" locale: "en" type: "useCase" alternates: fr: "https://formlio.com/fr/use-cases/reports.md" --- # Report ## Send client reports as good as your work. Results, progress and the next steps on one page your client opens anywhere, with charts they can read. Client report software built for creative studios. - [Start your client report](https://formlio.com/signup) - [See the templates](https://formlio.com/templates) ### Present Show results with charts, photos and film in your studio's look, with the next steps beside them. No more numbers in a spreadsheet nobody opens. ### Send Share one client report link that always shows the latest version. No more new files and emails for every correction. ### Follow up See who opened the client report and which sections they read. No more sending a PDF into a black box. ### Agree Let them ask questions in the chat and approve the next step on the page. No more questions lost across email threads. ## Client report templates for creative studios. Client report templates for interiors and marketing studios. Each shows progress, results, risks and the decision needed, in your studio's look. - [Charleston](https://formlio.com/templates/charleston-installation-progress-report) — An installation update an interior design studio sends during install: progress against plan, what the rooms look like now, what went wrong, the days ahead and the risks to the opening date. - [Cairns](https://formlio.com/templates/cairns-monthly-marketing-performance-report) — A monthly performance report a marketing agency sends to a client: results against target, what moved them, what is live, the plan for next month, how the numbers are built, the risks and the one decision needed. ## Go from first draft to your client. Lay out results, charts, progress photos and next steps in your studio's look. Share it privately, see what they read, and answer questions on the same page. 1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for charts, stat cards, galleries and a Gantt programme - Logo, fonts and colours set once - Start from a template or duplicate your last client report 2. **Send: Choose who sees the client report, then share the link.** — On a private link, only the people you invite can open it. Allow re-sharing per person, or keep it to them. 3. **Follow up: Get an alert when it's opened, then see what they read.** — See who viewed it on a private link, how often, and the time spent on each section. 4. **Agree: Let them ask questions on the page and approve the next step.** — Signed-in viewers chat with your team on the document and quote the passage they mean. Add a slide-to-approve when you need a decision. ## Add more to every client report. Embed Google Sheets, Airtable and Loom walkthroughs next to your results. Publish it all on your studio's own domain. ### Embed what you already use Google Sheets, Airtable and Loom walkthroughs, live on the page. ### Talk on the page Pin a video or voice note next to your results, and chat live with your client on the document. ### Your own domain Publish your documents at an address like docs.yourstudio.com. On the Pro plan. ### Connect ChatGPT or Claude Build, edit or check on documents from the chat. ### Live editing Your team works on the same document at the same time, and sees when your client is on it. ## What changes when the client report is a page. Three studios, in their own words. > The level of customisation is a real strength. It allows you to create something that feels aligned with your own visual identity, without compromising on speed or usability. And importantly, it moves proposals away from static documents into something far more dynamic and engaging. > > — Ana Grigorovici, Founder, Designer & Creative Strategist, Design Bench Studio > I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier. > > — Tadas Jotkevicius, Creative Art Director & 3D Artist, Tadas > The team at Formlio are so passionate about building a product specifically for creatives. They have really listened and turned feedback in features that are especially important to our day-to-day proposals. Having a responsive, web-style proposal just makes sense. It meets people where they are eg. scrolling on their phone, mid commute, making quick decisions. I’ve really loved connecting with Marianne and watching Formlio's journey unfold from the early stages. > > — Anita Taylor, Brand & Web Designer, The Design Lounge ## Common questions about client reports. Charts, live sheets, who read the report, client questions, privacy and monthly reuse for your client reports. ### What charts can I add? Bar, line, area, pie, doughnut, scatter and combo charts. Paste figures straight from a spreadsheet. ### Can I embed a live sheet? Yes. Embed live content from Google Sheets, Airtable, Notion and more, stacked or in tabs. ### Will I know who read it? Yes. On a private link you see who opened it, how many times, the time spent on each section and how far they scrolled. ### Can my client ask questions on the report? Yes. Signed-in viewers chat with your team in the document, quote the passage they mean, or record a video or voice note. Your editors also have a private Team channel. ### Can I keep the report private? Yes. On a private link, only the people you invite can open it, and they verify their email first. Anyone else can request access, which you approve or decline from the email. ### Can I reuse it every month? Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next report. > “The work studios make is considered down to the last detail. The documents that carry it to the client rarely are. We made Formlio so every one of them is as good as the work.” ## Start with your next client report. Pick a template, add your work and send the link. [Browse templates](https://formlio.com/templates) ## Related - [Marketing](https://formlio.com/industries/marketing): For marketing agencies. Send campaign proposals, retainer proposals and statements of work as pages clients open anywhere, in your agency's look. - [Interior design](https://formlio.com/industries/interior-design): For interior design studios. Send concept presentations, fee proposals and FF&E schedules as pages clients open anywhere, in your studio's look.