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Campaign Reporting Cadence Setup Form

Campaign Reporting Cadence Setup Form

A campaign reporting cadence setup template — agree how often you report, in what format, which metrics matter and who receives the updates.

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Description

Reporting works best when it’s agreed up front, not improvised. This campaign reporting cadence setup form pins down how and when you’ll report on a campaign, so the client gets what they need in the way they want it.

It captures the campaign and client, how often to report and in what format, the metrics that matter most, and what decisions the reports will inform. It also asks who receives them, the preferred day and time, whether they want a walkthrough call, and what the client always asks about.

Use it at the start of a campaign or retainer to set reporting expectations. Agreeing the cadence early avoids the client chasing updates or reports that miss what they care about. Customize the fields, add your branding, and embed it or share a link in minutes.

Form fields

Everything the Campaign Reporting Cadence Setup Form above collects — 13 fields, so you can see exactly what it captures before you make it your own.

Set Up Campaign Reporting

Campaign name
Short Answer
Client / brand
Short Answer
How often should we report?
Dropdown
Preferred format
Dropdown
Metrics that matter most
Multi-Select
What decisions will these reports inform?
Long Answer
Who should receive the reports?
Short Answer
Preferred day/time for the update
Dropdown
Do you want a walkthrough call with each report?
Yes/No
Should we flag when something needs a decision?
Yes/No
Anything specific the client always asks about?
Long Answer
Set up by
Name
Email address
Email

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Template FAQs

Common questions about the Campaign Reporting Cadence Setup Form — what it captures, when to use it, and how to make it your own.

What is a reporting cadence?

A reporting cadence is the agreed rhythm and format for updating a client on a campaign — how often, in what format, and covering which metrics. Setting it up front means reports arrive predictably and answer the questions the client actually cares about.

What should a reporting cadence setup capture?

This form captures the campaign and client, how often to report and in what format, the metrics that matter most, what decisions the reports inform, who receives them, the preferred day and time, and whether they want a walkthrough call.

When should you agree a reporting cadence?

At the very start of a campaign or retainer, before reporting begins. Agreeing it up front prevents the two most common problems — a client chasing for updates, or reports full of metrics they don’t care about while missing the ones they do.

Who agrees the reporting cadence?

The account or campaign lead and the client together, since it’s about what the client needs. The form captures who set it up and who receives the reports, so everyone knows what’s coming, when, and who it’s going to.

Why ask what decisions the reports will inform?

Because a report should help someone decide something, not just record activity. Knowing the decisions it feeds — budget shifts, channel choices, renewals — lets you build reports around what matters, rather than defaulting to whichever metrics are easiest to pull.

Is this reporting cadence template free to use?

Yes, completely free. Add or remove fields, adjust the formats and metrics to fit your clients, and restyle it to your brand, then embed it on your site or share a link — no coding needed. A free Fun Forms account lets you collect responses.

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