Reports
Building, scheduling, sharing, downloading and sending reports, and setting up the weekly digest.
- Set up a monthly report that sends itselfStart a monthly series from a template, set who receives each edition by email with the PDF or in Slack, then review and publish each month.
- Create a reportCreate a one-off report, a recurring series or a report from a template: Weekly trading, Ad creative, Monthly strategy or Email and CRM.
- Edit report sectionsChoose, reorder and hide a report's sections, write notes and next steps, and set its period, comparison, orientation and display options.
- Schedule a recurring report seriesSet up a series that creates a new report edition every week or every month, make an edition on demand, and pause, change or delete it.
- Share a report link and stop sharing itPublish a report to get a live link anyone can open without signing in, present it full screen, and unpublish it to stop the link working.
- Send a report by email or SlackSet who receives a report or every edition of a series, by email with the PDF attached or a link, or as a post in the brand's Slack channel.
- Download a report as a PDFDownload a report as a PDF from the editor or from its shared page, how long it takes, and what to do if the PDF is not made.
- Set up a weekly digestPost a short summary of a brand's key figures to Slack every week, choose its day, time and figures, and email it to people as well.
- Why was my report not sent?The reasons a report or edition did not reach anyone: delivery off, not published, recipients who opted out, Slack not set, or the plan or brand status.
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