Reports and PDF export
Generate white-label, executive-ready PDF reports and shareable live links for your clients in seconds.
Overview and key capabilities
The reporting module compiles complex multi-channel data into clean, client-ready presentations:
- 1-click PDF generation: Compile cross-platform performance metrics, AI executive summaries, top-performing creative assets, and sprint progress into a single document.
- White-label branding: Reports automatically adopt your agency logo, primary brand colors, typography, and custom organization footer.
- Automated scheduling and delivery: Schedule recurring monthly or weekly performance reports delivered directly to client stakeholder email lists.
- Interactive live links: Generate secure, password-protected web report links that clients can review interactively on desktop or mobile.
- Flexible customization: Filter custom date ranges, toggle specific platform sections on or off, and insert manual agency commentary.
text
┌────────────────────────────────────────────────────────────────────────┐
│ MONTHLY PERFORMANCE REPORT │
├────────────────────────────────────────────────────────────────────────┤
│ Client: Acme Corp | Period: Oct 1 – Oct 31 │
│ Blended ROAS: 4.12x | Total Reach: 1.24M (+18.4%) │
│ │
│ [ Executive Summary ] [ Channel Breakdown ] [ Creative Top 5 ] │
│ Generated by AI Meta, TikTok, Google Hooks & Engagement │
└────────────────────────────────────────────────────────────────────────┘How to export a client report
- Open the client workspace: Select the client from your agency dashboard.
- Click Export Report: Select Export PDF or Generate Share Link in the top navigation bar.
- Configure report contents:
- Select reporting period (e.g. Last 30 Days, Previous Month, or Custom Range).
- Choose which platforms and modules to include.
- Review or edit the AI executive summary.
- Download or distribute: Download the generated PDF directly or email the live web link to your client team.