Edit a report in the editor

The editor is where the report takes shape. The page sits in the center as a grid of cards; the title, the period and the undo buttons are at the top; on the right there is a bar with the Sources, Widgets, Settings, RelatorAI chat, Themes, Automation and Actions panels.

Before you start

• To edit, you must be an agency member or have the Admin or Editor role on the client. Everyone else sees the report read-only.
• Opening a report from the list shows read mode. Click Edit to enter the editor.
• No need to save: the status at the top shows Saving… and then All saved.

Getting to know the editor

Illustrative screen

Korra/Monthly report — September

Ask RelatorAIPT

Monthly report — SeptemberLast 30 days · All saved

Last 30 days1

Refresh data2

Undo3

Overview4

Meta AdsGoogle Ads

+ Add5

SpendR$ 12,480.00+8.2%

Conversions342+12.4%

CPAR$ 36.49-3.7%

Spend trendR$ 12,480.00

Widgets

• Sources
• Widgets
• Settings
• RelatorAI chat
• Themes
• Automation
• Actions

6

1. 1Period picker: the numbers on every tab follow this period.
2. 2Refresh data fetches the numbers again and saves.
3. 3Undo and Redo cover the last 50 changes.
4. 4The report's tabs (pages). Each tab's ⋮ menu has its options.
5. 5+ Add creates a new tab.
6. 6Side bar with the editor panels.

Step by step for the most common edits

1. 1
   Step 1

   Rename and set the period

   Click the pencil (Edit title) next to the title to rename it. To change the dates, click the period at the top and choose a shortcut (Today, Yesterday, Last 7 days, Last 14 days, Last 30 days, Last 90 days, This week, Last week, This month, Last month, This year) or exact dates. The numbers are recalculated.

2. 2
   Step 2

   Organize the tabs

   Each tab is a page of the report. Open a tab's ⋮ menu to:

   • Rename the tab.
   • Duplicate the tab (the copy gets "(copy)" in its name).
   • Hide or Show: a hidden tab is dimmed and is left out of the shared link and the PDF.
   • Move left or Move right.
   • Remove page. The report needs at least one visible page.
3. 3
   Step 3

   Create a new tab

   Click + Add and choose one of three paths:

   • Create with RelatorAI: choose the Source (the account) and a focus (Performance overview, Conversions, Cost & efficiency, Video engagement or Search) and click Generate ↵. The tab arrives built and the text is written right after.
   • From template: choose the Template and click Add tab.
   • Blank tab: start from scratch and add widgets.

   Illustrative screen

   Korra/Monthly report — September

   Ask RelatorAIPT

   Monthly report — September

   OverviewMeta Ads

   + Add1

   Conversions trend342

   Create with RelatorAIPick the source and focus; RelatorAI builds the whole tab.

   SourceGoogle Ads · Korra — Search

   2

   SuggestionsPerformance overviewConversionsCost & efficiencySearch

   3

   Generate ↵4

   1. 1+ Add opens the new-tab options.
   2. 2The account that feeds the tab.
   3. 3The tab's focus.
   4. 4Generate ↵ builds the tab.

4. 4
   Step 4

   Add widgets

   Click Widgets in the right-hand bar. The Widget source card shows the account used by new widgets; change it from its menu. Choose between the Pre-made, Visualizations and Layout tabs or search in Find a widget…. Click to add at the end of the page or drag to the exact spot.

   • Pre-made: one KPI per metric, trend, metric by dimension, share, ranking, table, RelatorAI summary and RelatorAI recommendations.
   • Visualizations: Single value, Line, Bars, Donut, List, Stacked bars, Treemap, Pareto, Calendar and Table.
   • Layout: Text, Section title, Period, Image and Goals.

   Illustrative screen

   Korra/Monthly report — September

   Ask RelatorAIPT

   Monthly report — September

   OverviewMeta Ads

   SpendR$ 8,230.00

   CTR1.84%

   Widgets

   Widget source

   • 

     Meta AdsKorra Brasil · Used in 4 widgets

     Change source

     1

   Widget typesPre-madeVisualizationsLayout

   2

   Find a widget…cpa

   CPA

   3

   CPA trend

   RelatorAI summary

   1. 1The account that feeds new widgets.
   2. 2The three widget-type tabs.
   3. 3Click a widget to add it at the end of the page, or drag it onto the grid.

5. 5
   Step 5

   Adjust each block

   Click a block to select it. Move up, Move down, Width (1/3, 2/3 or 3/3 of the page) and Remove block appear. On a computer you can also drag the block and resize it from its edge. The block panel opens on the right:

   • Data blocks: Source (the account for that block; Automatic (first platform account) uses the first account), Short description and Edit widget to change the metric, grouping or visualization.
   • RelatorAI text blocks: the text, with Regenerate, and the Apply quick changes… field to request a change in words (e.g. "shorter, as bullets").
   • Banners and section titles: the title. Image: the image. Goals: which client goals appear.
6. 6
   Step 6

   Change the theme

   Click Themes and choose Light, Dark, Gradient or White. The theme applies to the screen, the link and the PDF.

7. 7
   Step 7

   Check the report's sources

   The Sources panel lists the accounts used in the document: Account chosen in a block when you set the account on the block, or Platform default account when the block uses the first account.

RelatorAI text

AI text blocks are split into Summary, Wins, Issues and Recommendations, with passages highlighted in green (good) and red (watch out). They are written from the page's numbers.

• If you change the period or the numbers change, the block warns The numbers changed since this text was written. Click Rewrite with current numbers.
• To change the tone or length, use Apply quick changes… on the selected block.
• If the narrative failed at creation, Try the AI again appears at the top of the editor.
• Rewriting and regenerating use AI credits. See AI credits.

Other editor actions

• Settings: Report title, Period and Save as template.
• Automation: schedules delivery by email. See Schedule automatic delivery.
• Actions: PDF, shared link and Duplicate report (creates an editable copy, without schedules or link).

On your phone

The right-hand bar becomes a fixed bar at the bottom with Sources, Widgets, RelatorAI chat and More (where Settings, Themes, Automation and Actions live). The page becomes a single column; reorder blocks with Move up and Move down.

Common problems

• The document changed in another tab

  Cause

  The same report is open in another browser tab or by someone else.

  Fix

  Reload the page to get the latest version and redo your last change.

• Failed to save

  Cause

  Unstable connection.

  Fix

  Check your internet. The editor tries again on the next change.

• Incomplete data

  Cause

  One or more visualizations didn't load.

  Fix

  Click Regenerate data or View connections to check the source.

• Connect a platform to add data blocks.

  Cause

  The client has no active source.

  Fix

  Connect a source in Connections.