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Reports

Scheduled, AI-generated performance summaries delivered on a cadence via email and Slack.

Reports are scheduled, AI-generated summaries of your ad account performance, built for the person who needs the overview, not the person in the weeds. Each report pulls from your account data, runs AI-generated analysis, and delivers on a schedule without anyone having to build it manually.

Every report, regardless of type, covers the same underlying data: aggregate spend, impressions, clicks, conversions, CPC, and CPA for the period, with period-over-period comparisons, a per-platform breakdown across Google, Meta, and LinkedIn, and AI-generated insights factoring in your org's context.

Report Types

Weekly Monday Summary

The default report, automatically created for every new org. Delivered every Monday, it covers the prior period's key metrics with an AI-generated highlight summary. No setup required, it's on from day one.

Daily Performance Digest

A morning overview delivered at 8 AM each day, focused on spend vs. budget pacing, top and bottom campaigns, and key metric snapshots.

Executive Monthly

A leadership-facing report with AI commentary, focused on month-over-month trends, an AI performance summary, and a per-platform breakdown across Google, Meta, and LinkedIn. You choose the delivery day and analysis window when setting it up.

Strategic Growth Report

A deeper analysis oriented around recommendations, focused on creative performance and budget reallocation.

What Every Report Includes

Regardless of type, every report covers the same underlying data:

  • Aggregate metrics for the period — spend, impressions, clicks, conversions, CPC, and CPA
  • Period-over-period change compared to the previous equivalent period
  • Per-platform breakdown across Google, Meta, and LinkedIn
  • AI-generated insights and recommendations, factoring in your org's context

Setting Up a Report

Click Set up on any available report type, then choose:

  • Delivery day: Where applicable
  • Analysis window: Last 7 days, last 30 days, last 90 days, or month-to-date

Once configured, the report runs automatically on that schedule.

Report options

Every report type supports the same controls:

  • Toggle active/inactive: Pause a report without deleting it
  • Generate Now: Trigger a report on demand without waiting for the next scheduled run
  • Set recipients and destinations: Delivery via email and Slack
  • View delivery history: See the next scheduled run, last delivered date, and past instances you can open once completed