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Reports
A client report without the all nighter.
The report builds itself on a schedule: inbox summary, Autopilot performance, publishing, hot leads. It goes to the client and the team by email as PDF, Excel or a link to a live dashboard, under your own logo.
3 reports a month on Personal, 50 on Business
What you get
Regular delivery instead of one off exports
The client gets a Monday morning email without reminders and sees the same metrics month after month.
- Schedule: weekly, monthly or quarterly
- Pick the sections the client actually needs
- White label: your logo and link domain
- Recipients with read only access
Report schedule
every Monday, 9:00Inbox summary
Autopilot performance
Posts and reach
Hot leads
AI usage and balance
WeeklyMonthlyQuarterly
Who receives it
client@brand.comClient, read only
team@agency.comAgency teamWhite label: your logo, not ours
PDF Excel Dashboard link
How it works
Set it up once
After that it arrives by itself and you only adjust the sections when something changes.
01
Pick the sectionsInbox, Autopilot, publishing, leads, AI usage: switched on with checkboxes.02
Set the scheduleDay and time, with the time zone taken from the workspace settings.03
Add recipientsClient and team email, each with read only access to their own workspace.04
Check the lookThe preview shows the email and the PDF exactly as the recipient will see them.In detail
What the report contains
Compared with the previous periodEvery metric carries the previous value and the direction of change, with no manual maths.
A written summaryA short paragraph with the highlights, editable before sending.
Leads with valuesA list of the period's hot leads with score and the network they came from.
Client access is limitedThe dashboard link opens only their workspace and only the sections you enabled.
Delivery historyYou see when a report went out, to whom, and whether it was opened.
Several clients at onceOn Business each workspace has its own report, logo and recipient list.
FAQ
About reports
Short answers to what people ask about this feature most often.
No. PDF and Excel arrive by email, and the dashboard link opens with a token, no signup, read only, and only for the workspace it was made for.
Yes, through a webhook: a value from your system appears as its own line, for example revenue from the CRM or returns from the warehouse.
The report still goes out, empty sections are hidden and the summary notes that there is not enough data to compare. That is more honest than showing a client bare zeros.
Nearby
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