Reports
Auto-generated on schedule. Branded PDF, CSV, or JSON.
Report schedules
6
Auto-sending
5
Weekly + monthly cadences
Sent this month
22
↑ 4Recipients
14
Unique clients + team
Scheduled
AutomaticWeekly client summaries and monthly portfolio reports that go out on their own.
5
On-demand
ManualCompetitor deep-dives and custom pulls. Generated when you click Run.
1
Templates
ManualFour report types: weekly summary, monthly portfolio, competitor, script activity.
4
History
AutomaticEvery report sent this year. Downloadable, re-sendable.
22