Full client reports: AI, customisation & auto-send

Monthly client reports now go further: comparisons with last month, trends, an AI summary, agency notes, and automatic delivery to your client's email. How to create, download, and share a report is covered in Monthly client reports. Everything here requires the Agency plan and is for agency owners and admins only. The automatic AI summary doesn't use AI credits; Rewrite for the summary uses AI credits (1 per rewrite by default).

Performance metrics from the platforms (the numbers and comparisons below) are coming soon while we wait for platform approval. Until then, sections that need platform numbers show "Not available", and the report still covers published content, schedule consistency, client approvals, and AI credits used.

What's new in the report

• Key numbers: posts and performance metrics from the platforms, compared with last month.
• 6-month trend: engagement per month (or post count when engagement numbers aren't available).
• Top content and Content to review (lowest engagement), with cover photos.
• Performance by content format and Performance by template family.
• Best days & times (WIB) from the last 6 months; needs at least 6 posts with engagement numbers.
• Schedule consistency, Client approvals, AI credits used, and next month's plan (scheduled posts and active recurring schedules).

Numbers a platform doesn't provide are still shown as "Not available", not zero. Reports created before this feature look the same as before; click Recreate to add the new sections.

Customise the report

1. Open Clients, click Manage on the client, open the Report tab, then pick the month.
2. Under Customise report, read the AI summary & recommendations. The AI writes it from the report's numbers. Click Edit text to change it, or Rewrite for a new version.
3. Write Agency notes for your client (plain text), then click Save notes.
4. Under Sections shown, turn off sections your client doesn't need, then click Save choices.

The PDF updates automatically after changes. Notes and section choices are kept when the report is recreated, while the AI summary is rewritten because the numbers may change. Check the AI summary before the report goes to your client.

Send to your client automatically

1. Under Send to client, enter the Recipient emails (up to 5, separated by commas).
2. Turn on Send automatically every month so last month's report is sent on the 1st once the PDF is ready.
3. Click Save recipients. To send right now, click Send now.

The email is sent on behalf of your agency and contains the report link. The PDF is attached if it's 5 MB or smaller; if it's larger, your client opens it through the link. The sender name and reply-to address follow your White-label & custom domain settings. Clients can stop receiving reports through the link in the email; their address is then removed from the recipient list. Send history shows when the report was sent and whether the PDF was attached.

Download CSV

Click Download CSV for a list of that month's posts with their latest numbers, ready for a spreadsheet.

Still stuck? Contact [email protected].