Monthly client reports

A monthly report sums up your agency's work for one client in a single document you can download as a PDF or share through a link. Only agency owners or admins can view client reports, and creating or sharing them requires the Agency plan (see Pricing). Creating a report doesn't use AI credits.

Creating a report

1. Open Clients and click Manage on the client.
2. Open the Report tab.
3. Pick a Month. It defaults to last month; you can go back up to 12 months, including this month (marked Current month).
4. Click Create report. To recalculate the numbers, click Recreate.

Last month's report is also created automatically on the 1st at 07:00 WIB for every active client that doesn't have one for that month yet. Agency owners and admins then get an email with a link to the Report tab. Reports for other months are under Other reports.

What's in the report

• Summary: content published, posts to accounts, and unique carousels, compared with last month.
• Performance by platform and Top content (coming soon, see below).
• Published content: date, title, and platforms.
• AI credits used: the total, split into Carousel generation, AI photos, and API, net of refunded AI credits.

Performance metrics from the platforms are coming soon (waiting for platform approval). Until then, the report is still created with published content and AI credits used, and numbers a platform doesn't provide show as "Not available", not zero. See Post analytics. The report uses the name, logo, and main color from your agency's brand kit.

Download and share

1. Click Download PDF. If the status still says Preparing PDF, wait a moment and click again.
2. Under Share with the client, click Create link, then Copy. The link is shown only once and is valid for 30 days; Create new link cancels the old one.
3. Your client opens the link without logging in and can download the PDF. Click Revoke link at any time to close access.

Past reports of an archived client can still be read and downloaded, but no new reports can be created. Per-client AI credit limits are covered in AI credit quota per client.

Still stuck? Contact [email protected].