# Managing client reporting

> Keep client accounts separate and build repeatable reviews of call sources and outcomes. Explore the workflow with Lead Source.

Canonical page: https://getleadsource.io/use-cases/client-reporting/

For Managing client reporting

## Give each client a report with a clear story.

Keep client accounts separate and build repeatable reviews of call sources and outcomes.

[Explore the walkthrough](https://getleadsource.io/demo/)[See the workflow](https://getleadsource.io/use-cases/client-reporting/#workflow)

Managing client reporting Illustrative journey

- 01 Source Client account campaigns

- 02 Conversation Calls and outcomes reviewed

- 03 Next step Focused client report

One inquiry. Its context stays connected.

[Your workflow](https://getleadsource.io/use-cases/client-reporting/#workflow)[What to reviewThe tools](https://getleadsource.io/use-cases/client-reporting/#review)[Common questions](https://getleadsource.io/use-cases/client-reporting/#questions)

Built around your day

### Start with the way you work.

Client reporting works better when everyone agrees on what the numbers represent. Keep the account, campaign filters, time period, and outcome definitions visible so a monthly review can lead to a practical decision.

01

#### Start in the right account

Keep each client's calls, numbers, and campaigns in its own business context. Give teammates the access they need for the review.

02

#### Choose a repeatable report

Use consistent periods and filters. Distinguish total call activity from the subset of calls with recorded outcomes.

03

#### Bring a few conversations into the discussion

Use actual call details to explain an unexpected pattern. Share relevant evidence with appropriate access rather than an unexplained total.

The question worth asking

### Can the client understand what changed and what to do next?

Connect the report to campaign sources, receiving coverage, and recorded outcomes. Keep the action tied to the evidence discussed in the review.

Bring these details into the review

01 Account and date range

02 Consistent outcome definitions

03 Evidence for proposed changes

The tools behind the workflow

### Bring the right details together.

[Multiple client accountsManage separate business accounts while keeping a consistent way to track calls and review campaigns.Explore feature](https://getleadsource.io/features/team-access/)[Custom reports & CSV exportsFilter call and operational reports, then download results as a spreadsheet-ready CSV file.Explore feature](https://getleadsource.io/features/report-exports/)[Team roles & permissionsInvite teammates and control who can view or change information in each account.Explore feature](https://getleadsource.io/features/team-permissions/)

Before you start

### A few useful details.

Fit the setup to your actual campaigns, receiving team, and follow-up process.

Can a client review only its own account? +

Configure account membership and roles around the client relationship. Review the resulting access before relying on it for shared reporting.

Can I take the report into a spreadsheet? +

Yes. Download the relevant filtered report as a CSV file and keep its scope clear when you share it.

[Explore all use cases](https://getleadsource.io/use-cases/)[Browse all features](https://getleadsource.io/features/)[Compare platforms](https://getleadsource.io/compare/)

Meet your next growth tool

### Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.

[Explore the walkthrough](https://getleadsource.io/demo/)[Explore the platform](https://getleadsource.io/platform/)