How to Create Client Reports

Creating reports is a two-phase process:

1. Prepare the data (done once per day-ish)

2. Create reports (can be done multiple times using the prepared data)

Think of this like prepping a kitchen. You prep once, then you can cook up multiple reports. This guide covers Phase 2: Creating Reports.

Before starting, make sure you have the Client’s Ticket open in HubSpot. Familiarise yourself with what the project included so you can identify discrepancies while reporting.

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1. Filter the COMBO Tab by Client Project

Master Google Sheet:
https://docs.google.com/spreadsheets/d/1picHzy_LXatys1EZafkQDMkeuyPENlowy_lv0gdMiG4/edit?gid=351458795#gid=351458795

1. In the Master Google Sheet, open the COMBO tab.

2. In Column D (Client Project), toggle the filter off/on to reset it.

3. Click the green dropdown arrow beside the Client Project header.

4. Click Clear to deselect all options. Begin typing the name of the Client Project you want to report on.

5. Select all relevant matching entries.

⚠️ Important context: This column combines...

* Ticket Names (Tasks data)
* Campaign Names (Socials data)
* Advert Names (AdRotate data)

Most of the time, Ticket and Campaign names will match - but occasionally they will not. If there are discrepancies, select both.

Also check for related website advertising entries (e.g. MREC, Skyscraper, etc). Not every client project will include website advertising.

Example Selection

For example, you would select all three of these in the filter:

• 2025 Kitchen Warehouse exp 30/07/26 - Annual Membership (Ticket name)

• 2025 Kitchen Warehouse - Annual Membership (Campaign name)

• 2025 Kitchen Warehouse MREC Website Advertising 600K Impressions (Website advert name)

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What You Should See After Filtering

Once filtered, the COMBO tab will display in this order:

1. Relevant Task records

2. Relevant Social records

3. Relevant Advert records

This gives you a consolidated overview of everything delivered for the Client Project in one place.

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2. Manually Add Missing Deliverables (If Required)

Sometimes you will realise mid-report that a deliverable was never logged (e.g. a calendar listing that was not created as a task, a bonus article that didn't get logged, etc). If that happens, use the ADD tab instead of going back into HubSpot, logging the missing deliverables, and going through the whole process of re-exporting everything.

How To Use the ADD Tab

1. In the Master Google Sheet, go to the ADD tab.

2. In cell A1, select the relevant Ticket Name from the dropdown.

3. In the lower Column A cells below that, select the asset type(s) you want to add. Choose one type per row.

4. In Column B, enter the quantity beside each asset.

The remaining columns to the right in the sheet will populate automatically based on your inputs.

⚠️ IMPORTANT:

Never edit the grey columns! These are formula-driven.
Specifically, do not touch Columns C, D, F, H, I, and J.
Only edit the white columns if additional information is required.

Think of this tab as a manual override system. It allows you to add missing deliverables without redoing the entire export process.

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Refresh the COMBO View

After adding new/missing assets via the ADD tab, you will need to return to the COMBO tab.

1. Open the filter dropdown again, and click OK to refresh.

Your additional assets will now appear at the bottom of the filtered results.

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Once your COMBO tab is correctly filtered, go to the Report Helper tab. This tab contains copy/paste-ready values that will help to streamline report creation.

⚠️ Important:

If no filters are applied to the COMBO tab, the Report Helper tab will appear blank. It only populates when the data is filtered.

3. Create a New Looker Studio Report

With the Report Helper tab open:

1. Open a new browser tab and go to Looker Studio.

2. Use the search bar to find the most recent report template.
   As of current writing, the only up-to-date template is: 2026 FULL TEMPLATE - BASE - Glam Adelaide Campaign Report
   Direct link: https://lookerstudio.google.com/u/0/reporting/9803a63c-ab6b-4952-ac53-e0b4c5e4cb27/page/p_5opi93tjid

3. Click the three vertical dots (⋮) in the top right, then click Make a copy (see screenshot).

4. A cloned copy of the base template will open in a new tab.

5. Rename the file, keeping only the suffix: - Glam Adelaide Campaign Report

Example:
2025 Kitchen Warehouse Annual Membership - Glam Adelaide Campaign Report

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4. Set Global Report Filters

Client Project Filter (Global)

1. Ensure the Filter Bar is visible along the top. It can be toggled using the button on the right. Click the Client Project filter in the filter bar to select it.

2. Make sure the Properties Sidebar is open on the right of the window. It can be toggled using the button on the right. This will show you details about the selected filter.

3. In the Properties Sidebar, select the Setup tab, then scroll to find the Default selection textbox. Remove any existing contents.

4. Return to the Master Google Sheet's Report Helper tab and copy the contents of cell A3 (labelled “Client Project Filter”).

5. Paste this text into the Default selection textbox, then click away onto the grey background surrounding the page to deselect the filter.

Page Path Filter (Global)

1. In the Filter Bar along the top, click the Page path filter.

2. Ensure the Properties Sidebar is open and the Setup tab is selected.

3. Scroll to the Default selection textbox. Remove any existing contents.

4. Return to the Master Google Sheet's Report Helper tab and copy the contents of cell B3 (labelled “Page Paths Filter”).

5. Paste this into the Default selection textbox, then click away onto the grey background surrounding the page to deselect the filter.

Your report should now be filtered to the correct records and relevant Article URLs.

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Title Page

1. Rename the subheading to match the client campaign.
   Example: 2025 Kitchen Warehouse Annual Membership

2. Delete the placeholder photo (this will be replaced later).

3. Expand the Page Index sidebar using the arrow in the bottom left of the screen (see screenshot) for easier navigation.

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Executive Summary Page

There are two versions of this page: Standard campaign report version, OR, Rollover/Unused benefits version

1. Choose the relevant version for this client.

2. Delete the unnecessary version via: Page > Delete Page (see below) then give Looker Studio a minute to recalibrate (it may move you to an adjacent page).

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Update Executive Summary Content

On the remaining Executive Summary page:

1. Update the addressee to the primary contact listed on the Client's Ticket.
   Example: Dear Maggie, → Dear Emma, etc.

2. Rewrite the YOUR CAMPAIGN box to reflect the Client Contract. You're usually safe to copy from the Ticket Description textfield in HubSpot, but always double-check against Proposify.

3. Update the PACKAGE DATES box using the details from the Hubspot Ticket's: Create Date and Expiry Date 

4. Delete the coloured box specifying which Executive Summary version it is.

5. Leave this page partially incomplete for now (you will return to it later).

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Feature Article #1 Page

This page must be duplicated for each Feature or Bonus Article included in the package. The order they should be included in is:

• Feature articles first, numbered sequentially (#1, #2, #3, etc).

• Bonus articles next, listed in publication order (oldest to newest).

If there are multiple bonus articles: Change the heading on the page to: BONUS FEATURE ARTICLE or BONUS FEATURE ARTICLE #1, #2, etc.

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Apply Article-Specific Page Path Filter

Each Article page requires an additional filter.

1. Ensure the Filter Bar is open. On an Article Page you should now see three filters.

2. Click the third filter (also called “Page path”, but containing only one URL).

3. Ensure the Properties Sidebar is open, and go to the  Setup tab. Scroll to the Default selection textbox and remove any existing contents.

4. Return to the Master Sheet and copy the relevant individual page path. These are listed in cells from A5 onward.

5. Paste the SPECIFIC page path into the Default selection textbox.

All article-specific statistics should now auto-populate.

If statistics are not populating: Double-check formatting, or compare against the live article URL. Occasionally, but rarely, an article URL may have changed.

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Replace Article Screenshot & Headline

1. On the Article Page, in the right-side vertical box there is a line labeled Article Link. Click the Glam URL to open the live article.

2. Copy the article headline and paste it into the FEATURE ARTICLE HEADLINE text box in Looker Studio.

3. Next, arrange your browser window for a clean screenshot:

   • Do NOT include the Wordpress User Menu Bar.

   • Ensure your logged-in greeting is not overlapping the site header (see screenshot).

1. Your screenshot should extend down to the bottom of the feature image. Optionally, you can include the row of social share buttons if it makes the screenshot better proportionally.

1. Back in Looker Studio, select the existing screenshot on the Article Page.

2. In the Properties panel → Setup tab → click Image File. Upload your new screenshot. Adjust image positioning as needed.

3. Pro Tip: Click away from your current page and return to it after a moment to confirm Looker Studio has replaced correctly.

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Duplicate for Additional Articles

1. To create additional Article pages, go to Page > Duplicate Page.

2. Repeat these filtering and screenshot steps for each feature article and bonus article.

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Website Content Overview Page

This page is only required if:

A) More than one article is included in the package
OR
B) There is one article, but:

• Option 1: The client appeared in roughly 3+ guides

• Option 2: At least one guide was not a standard weekly/monthly “What’s On” guide

If the client project does not meet this criteria (ie it’s a single article package or only appeared in 2 standard guides) then delete this page. The guide inclusions will still be counted towards their total delivered assets, but the lack of new information makes this page redundant.

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