Reports
Generate branded, professional reports covering leads, SEO, ads, analytics, and CRM performance. Reports pull data directly from your dashboard — no manual data entry needed.
Report Types
| Report | Sections Included |
|---|---|
| Monthly Overview | Full summary of leads, deals, SEO, ads, analytics, and social for the period |
| SEO Report | Keyword rankings, position changes, traffic trends, PageSpeed scores, completed tasks |
| Leads & CRM Report | Lead volume, conversion funnel, deal pipeline, revenue, top sources |
| Ads Report | Campaign performance, spend breakdown, conversions, ROAS, search term analysis |
Each report type has a structured template with pre-defined sections, charts, and tables.
Creating a Report
- Go to the Reports tab and click + Report
- Select a report type from the dropdown
- Choose a date range (custom or preset: this month, last month, last quarter)
- Click Generate — data is pulled automatically from all connected sources
- Review the report in the built-in viewer
- Publish to finalize, or keep as draft for further editing
Report Viewer
View generated reports directly in the dashboard with:
- Formatted sections — Clear headings and structured content
- Data tables — Key metrics presented in sortable tables
- Charts — Visual representations of trends and breakdowns
- Summary cards — Highlight KPIs at the top of each section
Print & PDF Export
Every report can be:
- Printed — Uses a print-optimized CSS layout for clean A4 output
- Saved as PDF — Use your browser's "Print to PDF" function or the built-in export button
- Shared — Published reports can be shared via a direct link
Report Lifecycle
| Status | Description |
|---|---|
| Draft | Report generated but not yet finalized — editable |
| Published | Finalized and ready to share |
| Archived | Moved to archive for historical reference |
Scheduled Reports
Reports can be configured to generate automatically on a schedule:
- Monthly — Generated on the 1st of each month for the previous period
- Quarterly — Generated at the start of each quarter
Scheduled reports are saved as drafts for review before publishing.
Report data is only as current as your latest data syncs. Ensure Google Ads, Search Console, and social accounts are actively syncing for complete reports.