Analytics and leads
Client reports
An agency spends days building reports from screenshots. Here a report is built from blocks on live data, styled in the client colors and sent by email on its own, weekly or monthly, with a sending log.
What is included
- Blocks: reach, ads, SMM, website, SEO, uptime, mailings, leads, promo codes, loyalty
- Preview on real data before sending
- Cover: client, prepared by, comment, logo and brand color
- PDF in the selected language and templates for reuse
- Scheduled delivery to up to 20 recipients, respecting the time zone
- A “Send now” button and a sending log
Which plan includes it. Included in all plans: Start, Business and Pro. Plans differ in limits on employees, companies and connected accounts. Compare plans
Common questions
Can I make one template for all clients?
Yes. A report is saved as a template and copied for another client with their logo, color and recipients.
Can I see if it was delivered?
Yes. The sending log lists the date, recipients and delivery result for each report.
Where this is used
Other features
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