Documentation

Client Reporting & Analytics

Available in: Agency Plan

Generate comprehensive reports for individual brands or across all brands in your workspace. Perfect for client presentations and performance tracking.

Overview

Client Reporting provides:

  • Brand-specific analytics
  • Cross-brand workspace reports
  • Performance metrics and trends
  • Exportable reports (PDF, CSV)
  • Date range filtering

Brand Reports

Generate detailed reports for a specific brand:

  1. Go to Reporting → Brand Reports
  2. Select a brand
  3. Choose date range (default: last 30 days)
  4. Click Generate Report

Report Includes

  • Module Run Statistics

    • Total runs
    • By status (completed, approved, pending)
    • Approval rate

  • Campaign Performance

    • Total campaigns
    • By status (completed, running, draft)
    • Completion rate

  • Export Usage

    • Total exports generated
    • By format (Markdown, PDF, JSON, CSV)

  • Publishing Statistics

    • Total publishes
    • By platform
    • Success rate

  • Content Quality Metrics

    • Approval rate
    • Total approved content
    • Total completed content

Workspace Reports

View aggregated analytics across all brands:

  1. Go to Reporting → Workspace Reports
  2. Choose date range
  3. Click Generate Report

Report Includes

  • Per-Brand Breakdown

    • Individual brand statistics
    • Comparison across brands
    • Top performing brands

  • Aggregated Totals

    • Total module runs across all brands
    • Total campaigns
    • Total exports
    • Total publishes

  • Status Breakdowns

    • Module runs by status
    • Campaigns by status

  • Averages

    • Average approval rate
    • Average campaign completion rate

Exporting Reports

Export reports in multiple formats:

  1. Generate a report
  2. Click Export
  3. Choose format:
    • PDF - Formatted report with charts
    • CSV - Data for spreadsheet analysis
    • JSON - Raw data for integration

Date Range Selection

Filter reports by date range:

  • Last 7 days
  • Last 30 days (default)
  • Last 90 days
  • Custom range - Select start and end dates

Using Reports

For Client Presentations

  • Generate brand-specific reports
  • Export as PDF for presentations
  • Highlight key metrics and achievements

For Internal Analysis

  • Use workspace reports for overall performance
  • Export as CSV for deeper analysis
  • Compare brand performance

For Planning

  • Review historical trends
  • Identify patterns and opportunities
  • Plan future content strategy

Best Practices

  1. Regular Reporting: Generate reports monthly or quarterly
  2. Date Ranges: Use consistent date ranges for comparison
  3. Export Formats: Use PDF for presentations, CSV for analysis
  4. Document Insights: Note key findings and trends
  5. Share Reports: Export and share with clients or team

Related Topics

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Client Reporting & Analytics - CampaignOps Documentation