REPORTS

Reports that deliver themselves

Reports with data from all your platforms, AI analysis, approval workflows, and scheduled delivery by email and PDF. For agencies and internal teams.

Key capabilities

01

Section-based editor

Compose reports with pre-designed blocks: KPIs, tables, charts, rich text, and images. Drag between sections with a WYSIWYG document canvas.

02

Unique operational data

Include task summaries, media plan pacing, social activity, and SEO action blocks — data no competitor can offer.

03

AI-powered analysis

AI text blocks that cross-reference data from multiple sources and generate smart narratives. Choose tone, language, and analysis sources.

04

Approval workflow

Reports go through draft, review, approval, and scheduled delivery. Full control before anything reaches your client.

05

Rich-body email composer

Send reports via email with an editable HTML body. Compose the message with a rich-text editor, attach the generated PDF, and schedule recurring delivery.

01

Visual document editor

A vertical document canvas where you drag pre-designed blocks from a categorized library. Google Ads KPIs next to Meta tables, TikTok charts, and completed task summaries — all in one report, each block with its own date range.

Monthly Report — January 2026
Borrador
5 sections
Sections
KPIs
Chart
Tabla
Texto AI
Summary
KPIs — Google Ads
Gasto
$18,400
+5.2%
Conversiones
1,240
+12.8%
CPA
$14.84
-6.7%
Spend per day — Meta Ads
AI Analysis
This month's performance shows a sustained improvement in conversions (+12.8%) with a decreasing CPA, indicating optimization...
Task Summary
24 completed
8 in progress
3 pending
Propiedades
Fuente
Google Ads
Periodo
Ene 2026
Comparar
Dic 2025
Cliente ABC — Cuenta PremiumLast saved: 2 min ago
02

Email composer & scheduling

Send reports directly via email with an editable rich-text body and attached PDF. Schedule recurring sends — daily, weekly, monthly, or quarterly. Your client gets a professional email with the full report.

Email Composer
4 sections
Destinatarios
C
cliente@empresa.com
D
director@empresa.com
Asunto
Monthly Report — January 2026
Intro
Hi team, sharing the monthly performance report with January results...
Embedded sections
KPIs — Google Ads
Spend Chart
AI Analysis
Campaign Table
Task Summary
Closing
Any questions or comments, don't hesitate to reach out. Best regards!
Attach PDF
Send now
03

Full workflow & client portal

Each report follows an approval flow: draft, review, approved, scheduled, sent, finalized. Your clients can also view delivered reports on their white-label portal and download PDFs.

Workflow & Scheduling
2 active
Approval workflow
Borrador
In review
Aprobado
Programado
Scheduled deliveries
Performance Mensual
Mensual|01 Feb 2026, 09:00
Activo
Resumen Semanal
Semanal|03 Feb 2026, 10:00
Activo
Reporte Ad-Hoc Q4
One time|
Enviado
Auto-approval: disabledSend window: 08:00-11:00

Connected platforms

Real-time data from the platforms you already use.

Google Ads
Meta Ads
TikTok Ads
LinkedIn Ads
Google Analytics 4
Google Search Console
Google Business Profile
Instagram
Facebook Pages
See all integrations

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