Reports
Every brand gets a monthly report as a PDF. It lands on the 2nd of each month (Brisbane time) and covers the month just finished.
When reports arrive
Section titled “When reports arrive”| Report | When |
|---|---|
| First report | Generates on its own once your first channel’s history has loaded. |
| Monthly | The 2nd of each month. |
| Quarterly strategy (Strategic) | The 5th of January, April, July and October. |
| Re-run | Whenever you ask for one. See Re-run a month. |
The Next report date shows at the top of each brand page.
What’s in the monthly report
Section titled “What’s in the monthly report”What you see depends on your plan and the channels you’ve connected. A section only appears when there’s data behind it.
Every plan
- Summary of the month.
- A section per channel, for example Facebook Page Performance, Instagram Page Performance, Meta Ads Performance, and Search & Site Performance. Each has a 13-month results overview, key learnings and action items. Social sections include top performing posts. Search includes top search queries and top landing pages.
- Competitors / Peers: how you compare, including site speed, what the competition did, and the one thing to take from it.
- Next month: three actions. See Actions.
- Monthly dashboard with the headline numbers.
Professional and Strategic add
- Keyword Rankings & Share of Voice. See Keywords.
- Ad Creative: what the market is pushing, and three creative tests to run.
- Why it happened, and where the opportunities are, ending with the biggest opportunity.
- Commercial implications and roadmap: what the month means commercially and the order to do things in.
- Category benchmarks. See Benchmarks.
The report can also include a Demand section: how much search demand is out there and how much of it you capture, with 13 months of captured clicks and capture rate.
For what each number means, see the Metric glossary.
Open or download a report
Section titled “Open or download a report”Latest report: go to the Overview tab and select Open report.
Any report:
- Go to the Reports tab.
- Find the report by Period.
- Select Open to view it, or Download to save the PDF.
Each report shows a Type and a Status:
| Type | Meaning |
|---|---|
| First report | The report generated when your history first loaded. |
| Monthly | The scheduled report on the 2nd. |
| Re-run | A month you generated on demand. |
| Quarterly strategy | The scheduled quarterly report (Strategic). |
| Status | Meaning |
|---|---|
| Queued | Waiting to start. |
| Generating | Being built. Reports take a few minutes. |
| Ready | Done. Open or download it. |
| Failed | It didn’t finish. Try generating it again. |
The list refreshes on its own while a report is generating.
Re-run a month
Section titled “Re-run a month”Re-run any completed month with today’s data. This is useful after you connect a new channel, add competitors / peers or keywords, enter figures by hand, or change your report context.
Owners, admins and members can re-run a month. The brand needs at least one connected channel.
- Go to the Reports tab.
- Choose a month from the list. You can pick any of the last 13 completed months.
- Select Generate.
The report appears in the list as Queued, then Generating, then Ready.
Quarterly strategy report
Section titled “Quarterly strategy report”Strategic includes a quarterly strategy report: what the quarter proved, what worked and what didn’t, what to stop doing, how the market moved, and the bets for the next quarter, in order.
It lands on the 5th of January, April, July and October. To generate one on demand, choose a quarter (for example “Q3 2026 quarterly strategy”) from the list on the Reports tab and select Generate. You can pick any of the last four completed quarters.
Report context
Section titled “Report context”Tell the report what matters for this brand: what to focus on and what to leave out. Every write-up in the monthly and quarterly reports follows it, from the next report or re-run.
Owners and admins can set it.
- Go to Setup tab > Report context.
- Type your notes, for example “Focus on online sales from the remarketing campaign. Ignore brand awareness campaigns.”
- Select Save.
The section shows Set or Not set.
Report options
Section titled “Report options”Optional report sections are off by default. Owners and admins can switch them on for each brand.
Top videos (Facebook & Instagram) adds a Top Performing Videos section for Facebook and one for Instagram. It ranks every video posted that month by views, reels included, separate from the top posts.
- Go to Setup tab > Report options.
- Select On or Off.
Sample reports
Section titled “Sample reports”You can open a sample monthly report from the setup checklist on a new brand, and both sample reports from the plan cards on the sign-up screen.