Generating & reading reports

1. On the Overview, open the Generate report panel.
2. Choose a report type (monthly performance, paid media, SEO, social, and more - see Report types).
3. Pick a period.
4. Generate. The report streams in live as the Brain writes it.

Reports you generate publish immediately - there's no review queue, because it's your account. They appear in your reports list and can be opened, edited or downloaded as a PDF.

Your plan includes a monthly report allowance. If you hit it, you'll see a clear message; usage resets each month. See Usage & limits.

1. Open the client's management page and use Run analysis (or generate from their dashboard).
2. Choose a report type and period; the report streams in as it's written.
3. The report is saved as a draft for your team to review - it is not shown to the client until you publish it.
4. Review and edit, then publish to make it visible on the client's dashboard (or unpublish to pull it back).

This review step is the key difference from self-serve accounts, where reports auto-publish. You can also schedule reports to generate automatically - see Scheduling reports.

You don't have to remember to run reports. Every self-serve account gets an automatic monthly performance report: it's generated for you and publishes itself (there's no review step), so you'll always have a fresh wrap-up of the month without lifting a finger.

• "Next report: <date>" shows on your Today tab, so you always know when the next one is due. It runs early each month and covers the month just gone.
• When a new one publishes, a "Your latest report is ready" banner appears at the top of your dashboard - click Read it to open it.
• There's no email notification yet, so that banner (and the next-report date) is how you'll know a report has landed. It's worth a check-in around the start of each month.

You can still generate reports on demand any time, as above. See Scheduling automatic reports.

Self-serve client accounts get an automatic monthly performance report that auto-publishes to the client. For agency-managed clients you stay in control: set each client's cadence and keep the review-and-publish step. See Scheduling automatic reports.