Why should a freelancer send reports to a customer?

As a freelancer, you often receive messages like ''how do you work on a project and when will the project be completed?'' This is where the creation of reports comes to the rescue. Reporting is a constant process that is worth improving, so that we will reduce the time spent preparing them. We present a short informant on how such a document should look like.

What is a report?

A report is a written report by which the activities undertaken by the project contractor are presented. It is important that it must be transparent, so that the most important information does not be missed in the immense amount of data. The report helps you monitor and analyze the effectiveness of your project workflow.

What should the report contain?

The document should meet the formal criteria and be primarily understandable to the recipient. The main part is reserved for important data, it can be a project title, reporting period, or a date of creation. Plan and highlight the key elements by underlining, using bold and headlines. Before you send a report, it is a good idea to check for errors or not to omit important information.

Why send reports?

In addition to providing information about the project, reports are a great way of building a relationship with acustomer . They show freelancer's professional approach to the order, which can affect further collaboration or obtain new orders from a recommendation. Reports are authoritative information that projects are moving forward and, consequently, satisfactionand respect for customer’s time.

How do I automatically create reports for a customer?

Using “Klamp” system, we can automatically generate reports from the period of time selected by us, which will contain detailed information about each task. An additional advantage is the function that allows you to add your own logo, so that the reports look very professional, and the creation itself takes only a few seconds. New reports can be generated in the form of an aesthetic PDF format, without the need for further editorial correction. It is worth emphasizing the fact that the created reports are visible and available in one place, so you do not have to search for them "through emails" when they are unexpectedly needed. This allows us to optimize the reporting process.

Summary

After the report is delivered, it is worth making sure that everything is clear for the customer and that he is satisfied with the current results. Building a positive relationship with the client is an important aspect while workingas a freelancer, and this can be done even more effectively using "Klamp”.