Create a report
Create a one-off report, a recurring series or a report from a template: Weekly trading, Ad creative, Monthly strategy or Email and CRM.
3 min readUpdated 7 October 2026
A report is a shareable, page-by-page summary of a brand's performance for a period, with your own notes and next steps. You can build one for a single period, set up a series that makes a new edition every week or month, or start from one of four templates.
Before you start
- Plan: the Growth plan or above. Some sections (P&L, targets, Intelligence) need the Pro plan.
- Role: you need permission to create reports. Agency staff usually have it. Client viewers do not; client owners and managers only if the agency has switched it on for their role.
- Data: connect the platforms the report will cover. A section about Meta Ads with no Meta connection has nothing to show.
Step by step: start from a template
Templates are the quickest way to a finished report. Each one is a recurring series with its sections already chosen.
| Template | What it covers | How often |
|---|---|---|
| Weekly trading | Last week's sales, orders, products and paid media | Weekly, every Monday |
| Ad creative | Paid media and the ads that drove it, Meta creative included | Monthly |
| Monthly strategy | The full picture: trading, marketing, email, the P&L and Intelligence | Monthly |
| Email and CRM | Campaigns, flows, email creative and customers | Monthly |
- Open the brand and choose Reports in the menu.
- Select New report.
- Under Start from a template, choose the template.
- A message says the template was created and that the latest closed period is being generated.
- The first edition opens in the editor, ready for your notes.
Step by step: build a strategy report
- In Reports, select New report.
- Choose Strategy report.
- In Strategy report cadence, pick one:
- Monthly (recommended): generates on the 1st of each month for the previous month.
- Weekly: generates every Monday for the previous week.
- Quarterly, Half-year or Yearly: generates when each period of the brand's financial year closes.
- One-off: a single report for a date range you choose.
- Select Create.
- For a recurring choice, the first edition for the latest closed period is generated and opens in the editor. For One-off, an empty report opens and you set its title, period and sections.
Other report types
- Product Tiering Report: the tier breakdown of your products, with scores, stock health and revenue.
- Slack digest: a short summary of chosen figures posted to Slack on a schedule. See the weekly digest article.
What you will see
- The Reports page lists every report with its Type, Status (Draft, Published, Active or Paused), Period, Last run and Created by.
- Tabs along the top filter by All, Strategy, Merchandising, Customers and Digests, and the status filter narrows to Active, Paused, Draft or Published.
- New reports start as drafts. Nobody outside the editors sees them until you publish.
Troubleshooting
- "Schedule already exists": the brand already has an active series of that cadence. The existing series opens instead of a duplicate.
- "Not created" with a message: the report could not be saved, usually because your role or plan does not allow it.
- The first edition did not open. Generation can take a moment. Refresh the Reports page; the new edition appears in the list.
- A Quarterly, Half-year or Yearly series is refused. Those cadences are not available for series yet. Choose Monthly or Weekly.