Diagnostic answer
What should an agency client report explain?
A client report should show the selected brand and accounts, dates, currency, sources and freshness before its conclusions. Separate observations, estimates and actions, and give the client a clear next decision without exposing another client’s data.
Published by the Bach.ai team · Editorial standards
What to check, in order
- Confirm brand, accounts, reporting period and permissions before assembling or sharing.
- Reconcile source definitions and mark stale, partial or unavailable data explicitly.
- Explain the change, the supporting evidence, the proposed next step and what remains uncertain.
- Preview the shared/exported artifact as the intended recipient. Check access and branding; white-label presentation does not change data scope.
A worked example
Illustrative example, not a customer result. Store revenue, Meta purchase value and Google conversion value may overlap. Present them with their definitions rather than summing them into an invented total.
What this answer cannot establish
This guide cannot diagnose an account without its evidence, establish causal lift or guarantee savings. A valid zero is different from missing data. When inputs are incomplete, check permissions, collection status and the observation window before changing the account.
Your next step
Review the report-sharing workflow. To see the product’s presentation with synthetic data, open the sample demo.
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