WhatsApp template: your monthly report is ready
When a retainer client's report is published.
A utility template, sent when a retainer client's report is published. Usually sent outside the 24-hour window, so it is charged: ₹0.115 per message in India, before GST.
The template
Hi {{1}}, your {{2}} report for {{3}} is ready — attached. Headline: {{4}}. {{5}} will walk you through it on {{6}} if you would like; reply here with questions any time.Variables
{{1}}— Client name{{2}}— Service{{3}}— Month{{4}}— One-line headline{{5}}— Account manager{{6}}— Proposed call slot
Filled in
Hi Tanvi, your performance marketing report for September is ready — attached. Headline: 412 leads at ₹186 each, down 14% on August. Nisha will walk you through it on Thursday at 11 am if you would like; reply here with questions any time.
When to send it, and what gets it rejected
A report on work the client pays for is utility. Questions the report answers are answered by the assistant from it; anything else goes to the account manager with the thread.
Submitting it to Meta
Create it in WhatsApp Manager (or through your tool) with the category Utility, paste the body with the {{n}} variables, and give each variable a sample value from the example above — Meta’s review reads the samples. Approval usually takes minutes to a few hours. If it comes back re-categorised as marketing, a line in the body reads as promotional; remove it rather than argue.
What it costs to send
In India, Meta charges ₹0.115 per delivered message for a utility template, plus 18% GST, when it is sent outside the customer’s 24-hour window. Inside the window it has been charged at the same rate since 1 October 2026. The pricing guide has the full rate card; Linkubit adds nothing to it.
Send it without typing it
In Linkubit this template is a step the assistant sends on its own when the moment arrives — the enquiry lands, the visit is booked, the shipment moves — with the variables filled from the record. Start free and connect your number.
Questions about this template
Is "Monthly report ready" a utility or a marketing template?
Utility. It is about the customer's own transaction, so it needs no separate opt-in, and it is charged at the utility rate inside and outside the 24-hour window since 1 October 2026.
What does it cost to send "Monthly report ready" in India?
₹0.115 per delivered message before 18% GST, on Meta's published rate as read on 18 September 2026. It is usually sent outside the window, so it is charged from the first message. Meta bills your own account; nothing is added.
Can I change the wording of "Monthly report ready"?
Yes. Keep the variables in order and none at the start or end of the body, keep the category honest — no offer, discount or "limited time" line in a utility message — and resubmit; the previous version keeps working until the new one is approved. The template checker tests a draft before you submit it.
More templates for it services, saas & agencies
- Discovery call booked — The moment a call or demo time is agreed.
- Proposal sent — When the team sends the proposal after the discovery call.
- Kickoff details — When the agreement is signed and the advance has landed.
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