Reports & Schedules

Reports turn an ad account’s period performance into a document you can hand to a client: key metrics, deltas against the previous period, top campaigns and creatives, and the agent’s commentary. Every report carries the team branding — name, logo and accent colour — set once in Settings → Team.

Generating a report

1. Open Reports (/reports) and click Generate report.
2. Choose an ad account (or a team summary) and the period: daily (yesterday) or weekly (last 7 days). For another period, ask the agent for a performance review.
3. Open the report in the app, download a PDF, or create a public share link. Send to client e-mails recipients a summary and a 30-day link to the branded report and its PDF.

In the chat, “prepare a weekly report for the client” does the same through the generate_report tool; the finished report is listed on the Reports page too.

Schedules

Reports → Schedules (/reports/schedules, owners and admins) sends reports automatically:

• one schedule per active ad account, plus a team summary when there is more than one account, daily or weekly. Every active account has a daily schedule by default: its report reaches the bell and, by default, goes by email to team members with a verified address according to notification preferences. Slack and webhooks are available as team destinations under Integrations;
• add external Recipients and turn on Auto-send to clients to e-mail them a summary and a 30-day link to the branded report and PDF;
• switch a schedule off without deleting it; the last generation time is shown on the card.

Note: Scheduled reports are an AI run and are billed from the team balance; a team with a non-positive balance is skipped until it tops up.