Reports
Report configuration, blocks, branding, PDF export, and optional AI-assisted sentiment context.
Reports are meant for sharing state, trends, and context with clients, internal teams, or stakeholders without manually assembling screenshots.
What you can configure
- report name
- visual template
- enabled blocks
- agency or brand styling
- recipients
- schedule
- preview and export
Typical uses
- weekly client updates,
- portfolio health reviews,
- campaign reporting,
- internal recovery tracking.