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Export & Automate Reports

This section helps you generate client-ready PDF reports and schedule weekly performance updates – all branded with your agency logo. Available exclusively on the Pro plan.

Export White-Labeled PDF Reports #

Pro users can download clean, professional reports for any analytics section with custom branding – perfect for client sharing or internal reviews.

Before exporting, you’ll be prompted to upload a logo. This will be applied to all future reports.

  • Logo requirements:
    Size: 120 × 36 px
    Format: PNG or JPEG recommended

Once uploaded and saved, your logo stays active until manually changed.

2. Steps to Export a Branded Report #

  1. Navigate to Reports & Insights
  2. Click any Download PDF button
  3. In the pop-up, click Select Logo and upload your file
  4. Click Save, then Download Now

Your exported report will include:

  • Your uploaded logo
  • Clean layout with charts and KPIs
  • Optional footer message (if configured)

3. Works With All Report Types #

You can export branded PDFs for:

  • General Reports
  • Ecommerce Reports
  • Google Ads Reports
  • Meta Ads Reports

4. Use Cases #

  • Share monthly performance summaries with clients
  • Present reports during meetings
  • Archive progress across campaigns

Pro Feature

White-labeled exports are only available on the Pro plan. Free users will see a limited or disabled export option.

Schedule Weekly Email Reports #

No need to log in each week. Automatically receive updated PDF reports in your inbox.

1. Enable Scheduled Reporting #

Inside the Reports & Insights dashboard, click the Schedule Email button in the top-right corner. A pop-up will appear.

2. Configure Your Preferences #

  • Email address: Pre-filled from your login
  • Frequency: Weekly (last 7 days’ data)

Once set, you’ll receive a PDF report every 7 days.

3. Steps to Activate #

  1. Toggle the Enable Scheduling switch
  2. Confirm or update your email address
  3. Click Save

💡 Tip: Combine this with white-labeled reports to deliver professional summaries automatically every week.

🔐 Pro-Only Access #

Both branded exports and scheduled emails are exclusive to Pro users. Upgrade your plan to unlock automated, agency-ready reporting workflows.

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