Reports
Create a report from a brief, edit its revisions, check the supporting evidence, and choose how it reaches your team.
Reports turn account analysis into something you can review and send. Start from a brief or a suggested report, then shape the draft around the questions your team needs answered.
Start with a briefLink to Start with a brief
Describe what you want to understand and the account scope the report should cover. A suggested report gives you a starting point; the brief lets you make it specific to the review.
Choose the recipients and delivery schedule that fit the report. The report's schedule is separate from data refresh, alert evaluation, and Trend analysis.
Edit and review revisionsLink to Edit and review revisions
Edit the generated content and review its revisions. A report is something you can work on, not just a summary you receive.
When checking a report, make sure you are reviewing the revision you intend to use.
Check the reporting periodLink to Check the reporting period
Review the report's date range and comparison period before comparing results. Confirm that the window matches the question you want to answer before sharing the report.
Check the supporting evidenceLink to Check the supporting evidence
Open the Data tab to see the supporting evidence for the selected revision. Use it to check what the findings are based on before sending the report to someone else.
The metrics and detail available depend on the connected platforms and the scope of the report. Platform-reported conversions follow their source platform's events and attribution settings; they are separate from closed revenue in a CRM.
Export a revisionLink to Export a revision
Export the selected revision as PDF or DOCX when you need a file to send or keep. Check the revision before exporting so the file reflects the version you mean to share.
Delivery and past reportsLink to Delivery and past reports
Choose recipients and a delivery schedule for each report. Reports can be delivered by email and Slack, and completed reports remain available to review in the app.
Share a past reportLink to Share a past report
Choose the completed report for the period you want to discuss, then use its sharing option. Check which report you selected before sending it, especially when a schedule has several past deliveries.
For Slack connection and routing, see Notifications & Slack.