Example client report
This is what your clients see
A sample report shared with Lakeside Dental, a made-up client. The numbers are invented, but the page is the same one your clients open from their link.
Lakeside Dental
Twilio messaging and voice activity
Messages sent
1,236 received
Delivery rate
Of sent messages with a final status
Calls
418 inbound
Talk time
Across all call legs
Spend
Twilio usage, including carrier fees
|
Account
|
Sent
|
Received
|
Delivery rate
|
Calls
|
Talk time
|
Spend
|
|---|---|---|---|---|---|---|
| Lakeside Dental › Appointment reminders | 3,940 | 1,012 | 98.6% | 0 | 0 min | $41.85 |
| Lakeside Dental › Front desk | 712 | 198 | 96.9% | 488 | 1,702 min | $38.10 |
| Lakeside Dental › After-hours line | 160 | 26 | 95.6% | 154 | 482 min | $16.45 |
Sample data for a made-up client. On a real report the logo is yours, and the month menu and CSV download work.
On every report
Built for the client, branded by you
Each report is a private page your client can open any time, with no Revloy account and nothing to install.
Your logo, front and center
Upload a PNG, JPG, or WebP once, and it appears at the top of every client report and monthly email.
Only the accounts you choose
Each report covers just the accounts and subaccounts you pick, so a client only ever sees their own traffic.
Any of the last 13 months
Clients pick a month from the menu and can download it as a CSV, broken down by account, for their own records.
Links you control
Opening a link needs no login. Replace a link and the old one stops working right away, or delete the report entirely.
Monthly email
On the 1st, the report comes to them
Add your client’s email addresses to a report, and Revloy sends last month’s numbers with the CSV attached. When they reply, it goes to you.
- Up to 10 recipients for each report
- Your logo at the top of the email
- A button that opens the full report for that month
Setup
Your first report in three steps
Everything happens on the Client reports page once you’re on the Agency plan.
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1
Upload your logo
Drop in your logo once. Every report and monthly email picks it up, and you can replace it whenever your branding changes.
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2
Create a report
Name it after your client and choose the accounts it covers. Add email addresses if they should get the monthly email.
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3
Share the link
Copy the private link and send it to your client. They can open it any time, with no Revloy account needed.
Send your first client report this month
Client reports are part of the Agency plan. Your 7-day free trial includes the Team plan, and you can subscribe to Agency during it without being charged until the trial ends.