Docs / Agency Mode / Client Reports and Export

Client Reports and Export

Published · Last updated: May 2026 · 3 min read

Who this is for

Agency staff who need to generate infrastructure and cost summary reports for client billing, internal tracking, or client-facing performance reviews.

What you will complete

You will generate a report for a client organisation, view it in the dashboard, and export it as a CSV file.

What client reports include

Each client report summarises a client org's activity and resource usage over a selected time period:

  • Server count and uptime — Average number of active servers and their combined uptime percentage
  • Sites deployed — Number of live sites, SSL status, and deployment count
  • Backup summary — Backup jobs run, success rate, and total storage used
  • Alert summary — Total alerts fired, by severity, with average resolution time
  • Cloud cost summary — If the client's cloud accounts have billing data connected, shows estimated spend by provider
  • AI Pilot usage — Number of AI actions approved and executed in the period
  • Report period — The date range covered

Reports are point-in-time snapshots. They do not update after generation.

Generate a report

Step 1 — Open Agency → Clients and click the client.

Step 2 — Click the Reports tab in the client detail panel.

Step 3 — Click Generate report.

Step 4 — Select the report period:

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Custom date range

Step 5 — Click Generate.

Report generation typically takes 5–30 seconds depending on the amount of data. A loading indicator shows while it processes.

Result checkpoint: The new report appears at the top of the reports list with the generation timestamp and period label.

View a report

Click any report in the list to open the report viewer. The viewer shows each section in a readable card layout. Use this view for internal review or screen-share during client calls.

Export as CSV

  1. Open the report you want to export.
  2. Click Export CSV in the top-right of the report viewer.
  3. The file downloads immediately with the filename cloudaipilot-report-[clientname]-[period].csv.

The CSV contains one row per metric with columns: metric, value, unit, period_start, period_end.

Common errors

Report generation takes too long or times out Cause: The client has a large volume of data (many servers, many alerts) in the selected period. Fix: Use a shorter period (7 or 30 days) for large clients. If the issue persists, email support@cloudaipilot.com.

Cost summary shows "No billing data" Cause: The client's cloud accounts do not have billing/cost permissions enabled. Fix: See KB-01-07 for how to grant billing permissions on cloud accounts.

Reports tab is not visible Cause: Your agency role does not include client:read. Fix: Ask the agency owner to update your role permissions.

CSV export is empty Cause: No data was generated for the selected period. Fix: Verify the client has active resources and that the period includes dates when those resources existed.

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