---
title: "Client report software — interactive web reports clients actually open | Naimi"
description: "Send monthly reports, pilot results and QBRs as interactive web pages: client’s metrics personalized, charts, video summary, open tracking. Know your report was read before the renewal call."
url: https://naimi.ai/use-cases/client-reports
---

[Home](https://naimi.ai/)/[Use cases](https://naimi.ai/use-cases)/**Client reports & QBRs**

# Reports your clients actually open

The monthly report is your retention tool — if anyone reads it. A Naimi report is personal, visual, and tells you it was read before the renewal call.

[Start free→](https://app.naimi.ai/app/signup) [Open a live example ↗](https://app.naimi.ai/harbor-main-home-goods-589807)

[

app.naimi.ai/harbor-main-home-goods-589807

![Quarterly business review — real Naimi template, personalized for Harbor & Main Home Goods](https://naimi.ai/images/gallery/qbr-report.webp)

](https://app.naimi.ai/harbor-main-home-goods-589807)

before / after

## What changes, concretely.

✕

You spend a day on a report and can’t tell if it was opened

✓

Open tracking per stakeholder link — know who on their side actually engaged

✕

Numbers in a PDF table read like a tax form

✓

Charts, highlights and a 2-minute video summary from the account manager

✕

Every month the same assembly ritual

✓

The template stays; you fill this month’s numbers — or your agent pulls them from your notes

anatomy

## What a template like this is made of.

### Personalized per client

Filled in seconds — by form or by one sentence to your agent.

{{client}}{{period}}{{kpi\_results}}{{highlights}}{{next\_month\_plan}}

### Interactive elements

Live on the page; every client action is saved and reported.

ChartsVideo summaryFeedback self-fillBook-review-call button

Plus always: open & view-time tracking, instant notifications, client memory, editable after sending. [See the elements working →](https://naimi.ai/#interactive) · [Full capability list →](https://naimi.ai/product)

live examples

## Open a real one.

Ready-made templates from the open kit, shown as live presentations prepared for fictional clients. Open them in a new tab — any of them can be the base for yours.

 
- [Quarterly business review](https://app.naimi.ai/harbor-main-home-goods-589807) — Report: Data-forward QBR: KPI grid, trend chart, wins and risks, next-quarter plan. (prepared for Harbor & Main Home Goods)
- [Pilot results report](https://app.naimi.ai/summit-gear-co-40f2e6) — Report: Pilot outcomes: before/after metrics, weekly trend, dollar impact and next steps. (prepared for Summit Gear Co)
- [Case study — customer story](https://app.naimi.ai/summit-gear-co-a40c05) — Case study: A customer-success story with a personalized projection of the client’s own numbers. (prepared for Summit Gear Co)

Every template is free in [the open kit on GitHub ↗](https://github.com/NaimiAI/presentation-kit) — or browse [all 18 live examples](https://naimi.ai/#examples).

faq

## Common questions.

**Can each stakeholder get their own link to the same report?**

Yes — separate links per person show you who engaged. Useful when the champion says “I shared it with the boss” and you want to know if the boss looked.

**Can clients respond to the report?**

Self-fill fields collect feedback, ratings or questions right on the page — no “any thoughts?” follow-up emails.

**Do charts require a designer?**

No — describe what to show and your agent builds the visualization into the template; monthly numbers are just fields you fill.

Other use cases: [Sales proposals & quotes](https://naimi.ai/use-cases/proposals) · [Sales presentations](https://naimi.ai/use-cases/sales-presentations) · [Price lists & pricing pages](https://naimi.ai/use-cases/price-lists) · [Event invitations & RSVPs](https://naimi.ai/use-cases/invitations) · [Client onboarding](https://naimi.ai/use-cases/onboarding)

## Ship your first one this week.

Template tonight with your agent, personalized links tomorrow. Free plan, no credit card.

[Start free→](https://app.naimi.ai/app/signup) [See pricing](https://naimi.ai/pricing)

free plan · no credit card · cancel anytime