Klaviyo report template
Opens with the money, then keeps the campaigns you send apart from the flows that run on their own, plus sign-ups and deliverability.
The sections, in the order your client reads them
The monthly report an agency sends to its client for its Klaviyo account. It opens with the money (what the campaigns earned, what the automations earned beside them, and what each recipient was worth) and then separates the two halves of the channel that every other report mixes: the campaigns you send by hand and the automations that run on their own, compared by what a recipient is worth. It explains why Klaviyo's revenue never matches your shop's.
Each section opens the preview at that point, on realistic data.
From template to client report
Create it on your accounts
Pick the account for each source and the sections you want. The report opens with your client's data.
Brand it and edit it
Apply your brand template and change any section, widget or text in the editor.
Deliver it
Schedule the email, send a share link or publish it in your client portal.
Keep exploring the catalog
Frequently asked questions
Is this template included in my plan?
Yes. The whole catalog is included on every plan, free trial too.
Can I see it before I sign up?
Yes. Open the preview: it shows every section of the report on realistic data.
Start from a report that is already done
Pick one from the catalog and make it yours.
