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Clients & teams

Emailing reports to a client on a schedule

Send each client their own performance report every week or month, with their numbers only.

A scheduled client report emails one client their own results for the period that just finished — their numbers only, not a summary of your whole account. It is part of the Agency plan, including the Agency trial.

Set it up

  1. Switch to the client, then open Brand.
  2. In Scheduled client report, choose Weekly or Monthly.
  3. Under Send it to, enter your client's email address.
  • Weekly reports go out every Monday, covering the week before (Monday to Sunday).
  • Monthly reports go out on the 1st, covering the whole of the previous month.
  • If the client's report link is shared, the email links to it, so they can open current numbers any time.
  • Replies to the email come back to you, which is how a client asks you to change or stop it.
  • Choose Off to stop sending. Sending also stops if your plan no longer includes scheduled reports.

Frequently asked

Can I check when the last one went?

Yes. The Scheduled client report section shows when the last report was sent.

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