Give your clients somewhere to look
A portal per client with their reports, documents, trust signals, and blog publishing — all built on one template so everything you deliver looks like it came from the same agency.
The problem
Reporting month is a scramble. Someone rebuilds a slide deck, someone else screenshots a dashboard, the formatting drifts every time, and it all goes out as an email attachment that's lost by the following Tuesday. Clients ask what you've been doing, and the honest answer is that the work is invisible.
The solution
Every managed client gets a portal. You publish reports into a shared template, keep their documents in one place, and publish blog posts to their site without leaving the page. The work stops being invisible, and you stop rebuilding the same deck twelve times a year.
How it works
Add the client to your agency account
Their portal appears automatically as soon as they're a managed client. There's nothing separate to provision or bill for.
Write the report
Author the body — headline numbers, tables, callouts, and commentary — and the shared template handles the layout and typography. Preview it exactly as your client will see it.
Publish when it's ready
Reports and documents sit in draft until you publish them, so nothing half-finished shows up on your client's screen at 11pm.
Let them come to you
Your client logs in and finds their reports, documents, trust signals, and blog in one place — instead of asking you to resend a PDF.
Four tabs your clients will actually use
Reports, documents, trust signals, and their blog — the whole relationship in one screen.
Reports that all look the same
One shared template governs every report you publish. Your February report and your November report look like they came from the same firm, because they did.
One place for the documents
Strategy decks, audits, brand guidelines, onboarding paperwork. Your client stops emailing you to ask where you sent that thing in March.
Trust signals on display
Publish the proof points that make your client look credible to their own customers, and keep them somewhere the client can actually find.
Publish to their blog from here
Draft and publish posts straight to your client's Astro site from inside the portal. No CMS handoff, no second login, no waiting on their web person.
One template, every report
Consistency you don't have to enforce
Most agencies end up with reports that look different depending on who built them and how rushed that month was. Here you write the content — headline numbers, tables, callouts, commentary — and the layout is decided for you. The editor preview, the client's browser view, and the PDF all render from the same template, so what you write is exactly what ships. New team members produce on-brand reports on day one because there's no other way to produce one.
Frequently asked questions
- It appears for accounts your agency manages. Your client signs into Diviner One and finds the portal pinned in their navigation with the reports and documents you've published for them.
- No, and that's deliberate. You write the content; a single shared template supplies the layout, type scale, and component styling. Every report you ship is consistent without you touching a design tool.
- Reports carry an accent colour and font so they sit alongside your other client-facing work rather than looking like generic software output.
- If you're publishing content for a client on an Astro site, you can write and publish posts from inside the portal. It removes the usual round trip of drafting in a doc, emailing it over, and waiting for someone to paste it into a CMS.
- Reports render as a proper document in the browser and as a PDF from the same template, so what your client saves is what you published.
- For client-facing monthly reporting on the work you're doing in Diviner One, yes. If you need automated multi-source dashboards pulling from a dozen ad platforms, that's a different category of tool.
Who sees the portal?
Do I have to design each report?
Can I brand the reports?
What is the blog CMS for?
Can clients download the reports?
Does this replace my reporting tool?
Make your work visible to every client
Reports, documents, trust signals, and blog publishing — one portal per client, included in your agency account.