Right next to the project
Your client sees their numbers next to their steps, tasks, discussion and files. No more PDF sent by email.
Reporting
Reports your client actually reads
Key numbers, charts and comments, right where your client already follows their project.
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The short answer
How do I show a client a report without emailing them a PDF?
In XTablo, you turn on the Reporting app in the client's project. It adds a tab made of blocks: key number, chart, list, text. Numbers arrive through the API, through Claude via the MCP connector, or from a CSV file. You flip the “Visible to the client” switch and they see it in their space, with your branding. XTablo is not a multi-source reporting tool: its advantage is that the report lives where the client already follows their project.
Updated by Baptiste Belleville, founder of XTablo
At a glance
- Who it's for
- Agencies of 2 to 5 people who share numbers with their clients (Instagram, SEO, ads…).
- Available blocks
- Key number with a “vs previous period” comparison, chart, list, text.
- Chart
- A chart needs at least 2 days of data.
- How numbers arrive
- Through XTablo's API (API key), through Claude via the MCP connector, or by importing a CSV file.
- Updates
- Once connected, the report updates on its own and shows “Updated on”.
- Visibility
- A “Visible to the client in their space” switch. A client on another project never sees these numbers.
- Plans
- Included in every plan: Freelance €49/month excl. taxes (1 person, about $55), Agency €79/month excl. taxes (3 people, about $89). 7-day trial.
Why it matters
With your branding
The report shows up in the client's space with your agency's logo and colors, on desktop or in the app installed on their phone.
Numbers that update
Connect the API, Claude or a CSV. The report updates on its own.
How it works
- 1In the client's project, turn on the “Reporting” app.
- 2Add your blocks: key number, chart, list, text. Move a block up, down or delete it.
- 3Send your numbers through the API, through Claude or with a CSV (columns series, day, value, label).
- 4Turn on “Visible to the client in their space”.
Who it’s for
Monthly Instagram report
You import a CSV of the month's numbers. Your client sees them as key numbers and a chart in their space.
SEO tracking
You send your numbers through the API. The report updates on its own and shows “Updated on”.
Ad campaign check-in
You ask Claude, through the MCP connector, to push the campaign's numbers. Your client checks them whenever they want.
What is reporting in XTablo?
Reporting is an app you turn on in each project. It adds a “Reporting” tab, and you can rename it. The tab is made of blocks: a key number with its “vs previous period” comparison, a chart, a list or a text. You can move each block up or down, or delete it. You do not type the numbers by hand every month: they arrive through XTablo's API, through Claude via the MCP connector, or from a CSV file. Once connected, the report updates on its own and shows the “Updated on” date.
Why put reporting in the client portal?
XTablo is not a multi-source reporting tool: it does not connect to your measurement tools by itself. Its advantage is elsewhere. The report lives where your client already follows their project, in a single space with your branding. There is no PDF to dig out of their inbox. You decide what they see with the “Visible to the client in their space” switch. Each client only sees the numbers of their own projects: a client on another project never sees these numbers. And you get it at the price of the client portal.
Sharing a report with a client
| Today (email, WhatsApp, Drive…) | With XTablo | |
|---|---|---|
| Where the client sees it | In a PDF buried in their inbox. | In their space, next to their project. |
| Branding | Whatever the file or tool shows. | Your agency's logo and colors. |
| Updates | Rebuild the document every period. | Updates on its own once connected. |
| How numbers arrive | Copy and paste into a document. | API, Claude via MCP or CSV. |
| Control | You send it and don't know who opened it. | A “Visible to the client” switch. |
FAQ
Can I connect Instagram directly?
No. XTablo has no direct connector to Instagram or other measurement tools. Your numbers arrive through the API, through Claude via the MCP connector, or from a CSV file.
How do numbers get into the report?
Through XTablo's API with an API key, through Claude via the MCP connector, or by importing a CSV file with the columns series, day (YYYY-MM-DD), value and label.
Which blocks can I use?
Key number (with a “vs previous period” comparison), chart, list and text. You can move them up, down or delete them.
Why doesn't my chart show up?
A chart needs at least 2 days of data.
Does my client see the report right away?
Only if you turn on the “Visible to the client in their space” switch. They then see it in their space, with your branding.
Can another client see these numbers?
No. A client on another project never sees these numbers.
Is reporting included in every plan?
Yes. It is included in the Freelance (€49/month excl. taxes, 1 person) and Agency (€79/month excl. taxes, 3 people) plans, with a 7-day trial.
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