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Prefer video? Watch the Reports guide.
Reports are write-ups your AI marketer builds from your live data — spend by channel, ROAS, conversions, trends, an executive summary. Instead of a wall of chat, you get a structured page you can share. Find them under Reports in the sidebar, in the AI Marketer group.

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Two kinds of reports

  • Deck — a slide-style report with a fixed snapshot of the numbers. Download it as a PDF, email it, or share it by link.
  • Dashboard — a live view that pulls fresh data from your connected accounts. Click Refresh data to update it. Dashboards are shared by link only — they can’t be exported to PDF.

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Generate a report

Click Generate Report and you land in a chat with the agent. It tells you what kinds of reports it can build, asks what to cover, then pulls the data and builds it. Want a starting point? Click View templates to pick a ready-made deck or dashboard. See Templates. You don’t have to use the button — just ask the agent for a report in any chat (“put together a May performance report”). When it has the numbers, it builds the report and gives you a link to open it.
The agent only builds the report once it has real data from your connected accounts — it won’t invent metrics. Connect your ad accounts and analytics first so it has something to pull.

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Work with a report

From the top of a report you can:
  • Download PDF (decks) — render the report to a clean, branded PDF.
  • Refresh data (dashboards) — pull the latest numbers.
  • Share — see below.
  • Update Report — opens a chat where the agent sums up the report’s sections and asks what to update: fresh numbers, specific sections, or something else.
To rename or delete a report, use the menu on its row in the Reports list.

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Share a report

Click Share. Decks offer two options; dashboards go straight to the link.

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Share via Email (decks)

Enter one or more addresses, separated by commas, and click Send. Each recipient gets the report as a PDF attachment.
  • Also add recipients to this workspace — adds each recipient as a member of this workspace so they can sign in and see your reports directly. Leave it off to just send the PDF without giving access.
Adding someone to the workspace gives them access to everything in it, not just this report.
  • Anyone with the link — turn it on and anyone with the link can open the report, no sign-in needed. With it off, only workspace members can open it.
  • Copy link — copy the link to send it anywhere.
  • Reset link — create a new link; the old one stops working.
  • You can also invite people by email from the same dialog — they join this workspace with full access.
Share a dashboard once it has finished loading — the link shares the views that were open at that moment.

Scheduled Tasks

Have the agent build a report on a recurring schedule.

Credits & Usage

How agent work is billed.