White-Label & Reports

Client Reports

What are client reports?

Client reports are branded performance summaries generated from your client's connected platform data and saved tool outputs. They are designed to be presented directly to clients with your agency's branding.

What the report includes

  • Executive summary with key metrics and month-over-month trends
  • Platform performance breakdown (GA4, Meta Ads, Google Ads data if connected)
  • Campaign performance summary
  • Content performance highlights
  • AI-generated insights and recommendations
  • Next month's recommended actions

White-label branding

When white-label is configured, reports include:

  • Your agency logo in the header
  • Your brand colours for accents and headings
  • Your agency name and contact details
  • Your GSTIN and business address
  • Custom footer text

How to generate

  1. Go to the client's overview page
  2. Click the "Reports" tab
  3. Select date range and platforms
  4. Click Generate Report
  5. Review the preview
  6. Export as branded PDF