Automated reporting
Set it once.
It sends itself.
Build the report once per client, pick a cadence, and it arrives in their inbox under your brand with the period comparison already worked out — for as long as the campaign runs.
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- Dana Whitfield
- Marcus Reid
- accounts@northside
- Reports sent so far
- 29,963
- Schedules running right now
- 2,573
- People receiving them
- 4,062
What happens
while you're not watching.
Most of this you never see. Two of the steps exist only to stop a report going out when it shouldn't.
- 09:00
The schedule fires
Daily, weekly or monthly at an hour you pick — resolved in the client's timezone, not ours.
- 09:00
Is there anything to say?
At least one platform the report covers has to be connected and actually carrying synced data. If none is, nothing goes out — an empty report is worse than no report.
- 09:00
Is the data current?
Any Google or Meta Ads section has to have synced within 18 hours. If it hasn't, the email is held, the sync is kicked off, and it tries again in an hour — rather than sending yesterday's numbers.
- 10:00
The report composes
Your chosen sections over your date range, with the period comparison already worked out.
- 10:01
It gets your name on it
Your logo and colours, your domain on the live link, your address in the From field.
- 10:01
It lands, and it's kept
Out to every recipient on the schedule, and filed in the archive so last quarter stays one click away.
Four decisions,
then you can forget it.
- A cadence and an hour
Daily, weekly on a chosen day, or monthly on a chosen date — at the hour you name.
- Several projects, one email
A schedule can bundle more than one project, so a client with three sites gets one report.
- The sections that matter
Any of the 211 report sections over the date range you set, or a keywords-only PDF.
- Everyone who should see it
As many recipients as the account needs, set per schedule rather than per client.
Nobody keeps receiving a monthly report for a campaign that stopped in March. Turning it back on is deliberate, never automatic.
The archive holds what actually went out, so the report a client is quoting back at you is one click away.
Stop building reports.
Start growing your agency.
Bring every client's marketing data into one beautifully branded dashboard.
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