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Your work deserves
a better report.

Turn the work inside Seedly into a client report you’re proud to send. Your brand, your numbers, your story.

USD · one time · editable source · included with active All Access

Client Reporting’s visual designer showing an editorial report, KPI scorecards and font, color and spacing controls
Actual module interface. All screenshots use fictional clients and example data.

Start with a template.
Make it your own.

Monthly updates, campaign results, quarterly reviews and project journals. Eight starting points, with room for your own style.

The report template library with eight starter templates and saved custom templates
Choose a starter or reuse a layout you’ve already made.

More than a logo
at the top.

Editorial warmth. A bold studio palette. A clean scorecard. Change the entire report’s character with four design presets, then fine-tune the details.

Pick separate heading and body fonts. Choose your paper, text and accent colors. Give a key result more space, or keep a detailed update compact.

The same report in the deep green Studio design with lime accents and large scorecards
Same content. A different design.

Make it look like you

Pair heading and body fonts, set your palette and choose the spacing. Style individual sections with accent rules, color washes and custom alignment.

Put the numbers in context

Build KPI scorecards and bar or line charts. Calculate totals, differences, ratios, percentages and ROI, then compare results with the previous period.

Show the work

Add photos, video, audio, PDFs and resource links. Use Seedly’s file library or supported YouTube, Vimeo and Loom embeds.

Make next month easier

Save your own reusable templates, create a next-period draft or prepare private drafts for up to 25 clients at once.

Review before you share

Check report readiness, request a second reviewer and compare published versions. Draft changes stay separate from the version clients see.

Give clients a clear view

Publish to their existing Seedly portal with comments, acknowledgments and version history. Workspace and report sharing are both opt-in.

The story and
the evidence.

Bring together written updates, results, charts and media. Pull dated snapshots from contact-linked tasks and invoices, with optional connections to Support Desk, Onboarding and Client Success.

Refresh when you’re ready. Show the previous period, explain what changed and add the next steps. Your client gets a report, not a tour of your CRM.

A branded report preview with project narrative, calculated ROI, delivery metrics and a weekly chart
Preview the finished report before publishing.
The published client report in the mobile Seedly portal
The published report, in the client’s portal.

Ready for your client.
On their screen.

Publish a fixed version to the existing Seedly client portal. Clients can read it, leave comments and acknowledge it from their phone or desktop.

Keep working on your next draft while the published version stays put. Review version history together, or print a copy with the report’s own design.

Read the setup guide

Client Reporting
for Seedly

$97 USD · one time

  • Editable frontend and backend source
  • Eight starter templates and four design presets
  • Native data, media, review and client sharing
  • Installer, tests, setup guide and integrity manifest
Get Client Reporting · $97

All Access member? Open your download.

A few practical details.

What do I get for $97?

The editable frontend and backend source, installer, recovery and removal tools, setup documentation, tests and SHA-256 integrity manifest. This is a one-time source module purchase for your own Seedly installation.

Is it included in All Access?

Yes. Active DevLaunch All Access members can download it from the portal without a separate purchase.

Which Seedly data can I use?

Contact-linked tasks and invoices, plus Support Desk, Client Onboarding and Client Success when those optional modules are installed and permitted. Refresh a section or all sources to save dated snapshots. Source reads are bounded and flag partial results; open and overdue counts describe the current state.

Can I connect Google Analytics or schedule reports?

This release uses native Seedly sources and manually entered metrics. Data refresh and publication are manual; it does not include external analytics connectors, scheduled reports or automatic email delivery.

Can I customize the templates?

Yes. Start with one of eight templates or your own saved layout. Change heading and body fonts, colors, type sizes, spacing, header composition, section treatments and scorecard layouts. Rearrange, duplicate or remove sections.

How do clients get their report?

Enable workspace sharing and publish the individual report for its connected contact. The client uses their existing Seedly portal link. They see published versions, not internal notes or unfinished drafts.

Can I download a PDF?

Use the report’s Print / Save PDF action and your browser’s PDF destination. It uses the report design and leaves out editor controls and internal notes.