Reporting

Client Reports That Build Themselves.

Stop spending Friday afternoons in spreadsheets. Drag-drop widgets, apply your brand, schedule delivery, and export to PDF, CSV, or XLSX. Build a report once — it updates and delivers itself forever.

Reporting Is Your Team's Most Hated Task

Every week or month, someone pulls data from multiple platforms, formats it in a spreadsheet, adds logos, and emails it to clients. It is tedious, error-prone, and completely manual.

For agencies managing 10+ clients, reporting alone can consume an entire team member's week.

Report Building, Reinvented

From drag-drop design to automated delivery — everything you need to eliminate manual reporting.

Custom Cross-Platform Reports

Build a report your way and pull KPIs from every connected platform into one view — charts, metric cards, and tables that populate with live data.

Report Templates

Save any layout as reusable. Apply to different brands, date ranges, or clients. Includes starter templates for common use cases.

Scheduled Delivery

Set it and forget it. Reports generate with latest data and land in inboxes on schedule — weekly, monthly, or custom cadence.

AI Narrative Summaries

AI reads your data and writes a plain-language summary of what changed and why — so clients get insight, not just numbers.

Shareable Report Links

Share a read-only live report link instead of an attachment. Make it password-protected when it matters — no login required to view.

Branded PDF Export

Export a print-ready, fully branded PDF with your logo and colors and proper page breaks. Every report looks like your own platform.

Drag. Drop. Done.

Five widget types to build any report you need.

Line Charts

Trend data

Bar Charts

Comparisons

Donut Charts

Breakdowns

Metric Cards

Key numbers

Data Tables

Detailed rows

How It Works

1

Build Your Report

Drag-drop widgets onto the canvas. Choose from charts, cards, and tables. Arrange, resize, and configure each widget.

2

Brand & Template

Upload your logo, set colors, and save as a reusable template. Apply across brands and clients with one click.

3

Schedule & Deliver

Set a delivery cadence, send a branded PDF or a read-only shareable link, add recipients, and activate. Reports deliver themselves from here.

Build one report. Deliver it forever.

Turn hours of manual work into a one-time setup. Build it, let AI write the summary, brand the PDF, share a link, schedule delivery — and move on to work that matters.

No credit card required. Cancel anytime.