Reports

Templates, editor, scheduling, approval, public link and PDF

8 articles
  1. How reports workUnderstand the report list, the difference between the document you edit and the copy your client receives, and the paths to create, send and approve.
  2. Create a reportPick the sources, a template and the period in the generator and get a document ready to edit, with the RelatorAI text already written.
  3. Report templatesGet to know the ready-made templates, learn which one fits the client's sources, and save one of your reports as a template to reuse.
  4. Edit a report in the editorChange the period, organize tabs, add widgets, adjust each block and switch the theme. Everything saves automatically and can be undone.
  5. Schedule automatic deliverySet the frequency, day, time, time zone and recipients so the report goes out by email on its own, with or without your review first.
  6. Review and approve a scheduled deliverySee the draft Relator prepared for the client, check the numbers and text, and decide: approve and send, or discard this delivery.
  7. Share by link and download as PDFCreate a public link the client can open without logging in, update or revoke it whenever you want, and generate the PDF with the visible tabs.
  8. Insights by source and the RelatorAI auditSee RelatorAI's reading for Google Ads, Meta Ads and GA4, with wins, issues and recommendations, and turn it all into a report in one click.
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