The Reports module lets you build, customize, and automate marketing reports that pull data from every connected source. Create client-ready reports with your branding, schedule automatic delivery, and get AI-powered analysis that explains what the numbers mean.
Report Builder
Build reports by adding sections and widgets. Choose from the object picker — select data from CRM, Analytics, SEO, Social, Ads, Email, and Integrations. Pick from 14 chart types including line, bar, pie, area, funnel, gauge, heat map, scatter, and table. Drag and drop fields to build custom metrics. Add text blocks, images, and notes to provide context. Save report templates for reuse.
AI-Powered Analysis
Every report can include an AI-generated analysis section that interprets the data. The AI identifies trends, highlights anomalies, compares performance to previous periods, and provides strategic recommendations — not just “Traffic is up 15%” but “Traffic increased 15% driven by the blog post series on sustainable materials, which brought 40% of new visitors. Consider expanding this content category.”
White-Label Branding
Apply your branding to every report — logo, colors, fonts, header and footer. White-label reports are ready to send directly to clients or stakeholders. Export as PDF, CSV, or share via a live link. Set up branded report templates for different audiences — executive summary for leadership, detailed breakdown for your team, high-level overview for clients.
Scheduling & Delivery
Schedule reports to generate automatically — daily, weekly, monthly, or on specific dates. Deliver via email, Slack, or save to Google Drive. Set custom date ranges that roll forward automatically — “Last 30 days,” “Previous month,” “Year to date.” Add recipients and customize the delivery message for each audience.
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