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Create intermediate Works with: Any AI

Looker Studio Client Reporting Template for an Agency

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Create a template that can be duplicated for many clients.

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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

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Design a reusable Looker Studio client report. Services we provide: [SERVICES]. Data sources per client: [SOURCES]. Client questions: [CLIENT_QUESTIONS]. How reports are delivered: [DELIVERY].

Create the template structure, how to replace data sources per client [VERIFY], field naming that stays constant across clients, a branding area and a commentary section. Checklist for each new client copy, in order: copy the template, replace each data source, check field names have mapped, update the logo and title, set the date range, review each number against the platform, remove other client names, set sharing to named people, and send with a short guide. Timing: about 90 minutes for the first client and 45 minutes after. Never reuse another client's data or leave their names in a copy; each client sees only their own data, and links are shared with the right permissions.

Add a monthly commentary template, a rule for archiving reports when a client leaves, and onboarding steps for a new client report. Connectors and access depend on each client's permissions [VERIFY].

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

See an example result (fictional data)
Invented checklist for a new client copy, timed. Copy template (2 minutes); replace analytics source (5); replace ads source (5); check field mapping (10); update logo and title (3); set date range (1); reconcile 5 numbers with the source platforms (15); remove other client names (2); set sharing to named people (3); write commentary (15). Total: 61 minutes for the first client; about 45 for later ones.
Quality gate: a colleague checks sharing and totals before it goes out. Delivery calendar: monthly on the 5th.

Illustrative only, made-up data. Your results will differ and must be reviewed.

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