Build branded reports for your clients

Client Reports turns an ad account's raw numbers into a branded, board-ready PDF you can hand to a client or a CMO. You don't build a slide deck or copy numbers across by hand, and the client needs no ad-platform login to read it.

What it is

Client Reports is Pace's built-in report builder. It assembles wide, landscape-format reports for a single ad account, drafts the commentary for you, and exports to PDF in one click. You can also roll every connected account into one cross-platform Portfolio report. It works across all eight platforms Pace connects to: Google Ads, Meta Ads, LinkedIn Ads, Microsoft Ads, TikTok Ads, Reddit Ads, Amazon Ads, and X Ads. You'll find it on the Reports tab of every account.

Why use it

Skip the deck. Pace pulls the numbers, charts, and narrative for the date range you choose, so you're not rebuilding a report by hand every month.
Put your brand on it. Every report carries your agency name, logo, and an author byline (your report writer), plus a per-client logo and name.
Hand it to non-experts. The commentary reads in plain English, so a stakeholder who never opens an ad platform can still follow what happened and why.

How it works

A report is a stack of pages: a cover, a KPI summary, budget pacing, top performers, a campaign table, an AI insights recap, account changes, and a closing page, among others. You pick which pages appear; Pace arranges them in the right order. The builder shows a live preview, with every page rendered at the exact size it exports at. If you're deciding which pages earn their place, see what agencies should send clients.

You start from a template. The chooser leads with templates for that account's platform, and each platform has a standard Performance layout. Google Ads, Meta Ads, TikTok Ads, Reddit Ads, Amazon Ads, and X Ads also offer an Executive template, a denser boardroom-style version with an at-a-glance KPI cover. Portfolios get the same nine-page treatment as Portfolio Executive, blending every account into one deck. Its Performance Summary page scopes to a single platform or a single account, so you can open on the blended picture and then zoom in without leaving the executive layout.

On almost any data page, click Generate and Pace drafts the write-up from the report's own figures: spend totals, period-over-period changes, top performers, and pacing status. It lands in an editor you can freely rewrite. Reports autosave and keep a snapshot of their data. A report on a fixed custom range shows the same numbers whenever you reopen it. A report on a preset such as Last month moves with the calendar: open it in November and it shows October, pulling fresh figures as it opens. Shared report links keep the last saved numbers until someone opens the report again.

Picking the date range

The report toolbar uses the same date picker as the rest of Pace, with the same presets: Today, Yesterday, Last 7 days, Last 14 days, Last 30 days, Last 90 days, This month, Last month, This quarter, Last quarter, Year to date, or a custom range. The Last presets end yesterday. Every report compares against the period just before it, of the same length, so there's no separate comparison setting. The refresh icon in the picker pulls the latest figures and can be used once every 30 seconds.

The Budget Pacing status is measured to the end of yesterday when your range runs to today, so a half-finished day never reads as behind. On the first day of a month or quarter there is no finished day to measure yet, so the status reads as not known until tomorrow.

Adding pages, including more than one of a kind

Click Add page at the bottom of the page list. Pages marked with + can go in as many times as you like, and the picker shows how many are already in the report, such as 2 added. Other pages appear once, so clicking one that's already in removes it.

Campaign Performance is the one most people repeat. Give each copy its own campaigns: branded search on one page, prospecting on the next, a launch on a third. Campaign Table, Comparison Chart, Portfolio KPI Overview, and the Executive Campaign Table & Chart repeat the same way. Each copy keeps its own settings. When two pages share a name, the page list numbers them so you can tell them apart.

The toolbar and saving

The report's name sits at the top of the builder. Click it to rename the report. Beside it, a small status reads Saving… and then Saved, so you know your edits are in. Reports save on their own a couple of seconds after each change. The ··· menu holds Refresh data, Present, Embed on a website, Change writer, and Branding settings.

Choosing what each page shows

Select any page and its Page settings panel opens beside the preview. Each setting sits on one row, with its label beside the control. Hover the ? next to a label for a short explanation of what it does. On smaller screens the page list tucks away while settings are open, giving the preview more room.

In page settings you pick the metric columns that appear. Top Performing Segments takes up to six of spend, conversions, CPA, clicks, impressions, CTR, CPC, and CPM. Top Keywords uses the same picker. CPM is available on every surface in the builder that lets you choose metrics, including the executive cover's headline figures and portfolio pages.

Google Ads reports also carry a Search Terms page: the queries people actually typed, rather than the keywords you bought. It lists the 20 highest-spending terms for your date range with their match type and campaign, sorts by any column, and shows between 5 and 20 rows. New Google Ads reports include it; older reports add it from Add page.

When to use it

You send monthly client reports and want them branded, fast, and repeatable.
You need one clean summary for an executive who lives in outcomes, not dashboards.
You want one cross-platform view, with every connected account in a single PDF.

Good to know

Client Reports is included on the Pro, One, and Enterprise plans, and it's on by default. Building and exporting reports is open to any member.

In portfolio reports, you can scope the KPI Summary, Metric Deep Dive, and Portfolio KPI Overview pages to any one of the eight platforms.

Each account can override the report writer, client name, and client logo. To go back to the workspace's writer, open the account's branding and pick Use workspace default.

On Top Performing Segments, the clicks, impressions, CTR, CPC, and CPM columns fill in for Google Ads. Meta Ads and Microsoft Ads segment rows show a dash in those columns. Search Terms is Google Ads only.

Permissions required: Editing your workspace branding (agency name, logo, and report writers) is limited to owners and admins. Other members see it read-only.