Product guides

Reports hub and client report packs

Agency ops metrics and shareable white-label report links for clients.

Reports hub

Two products in one hub

ViewPurpose
Agency opsCross-client proof when workspace is All clients
Client deliverableBranded pack for one client (/r/:token link)

Scope always comes from the top-bar workspace switcher — there is no per-page client picker.

Tabs

  • Overview — KPIs, highlights, trends for the selected scope and date range.
  • Campaigns / Automations / Forms — drill into performance; open row for detail.
  • Client reports — compose a pack (sections + AM note) → copy share link.

Honest empty states

Until real sends and event tracking exist, tabs show empty — not fake demo numbers.

Export

Owners/admins (and AMs with scope) can Export CSV. Content editors can view but not create/revoke packs.