Reports & sharing
The monthly and quarterly reports, and the private links your clients open.
Start here
- When reports arrive — and where to find themReports generate automatically on the 3rd — Monthly every month, Quarterly in February, May, August, and November — and live on the reports page, browsable forever.
- Sharing a report with your clientCopy the report's private link and send it yourself — clients never log in. Browser printing and instant revoking live in the same toolbar.
- Reading the Monthly report, section by sectionA full walkthrough of the Monthly report — the cover scorecard, the followers and leaderboard overview, what's winning, the winner galleries, posting hours, and the market log.
All articles
- Agency view vs client previewOne report, two lenses. Agency view speaks to you; Client preview is exactly what your client opens — same numbers, client-reader words, plus a built-in Dictionary.
- Inside the Quarterly reportA walkthrough of the Quarterly report — three fully-settled months where every verdict is final: the standings, how the quarter moved, the winning mix, and the blind spots.
- The report honesty rulesA section that vanished, an "as of" note, a "—", a thin first month — these aren't bugs. Reports are built to never pretend to know more than they do.
- A stored report never changesEvery report is frozen at generation — figures and names both. A renamed client shows the new name only from the next period's report.
- What tracking your client's own brand unlocks in reportsWithout the client's own brand tracked, reports read the market only. Add it, and the client's whole side of every section opens up — from the next report on.