Reports you can send without rebuilding them

Pick the scope and the metrics, and Smartplannr builds the report from the numbers the networks reported. Share it by a secure link that expires, with a password if you want one.

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See the figures reports are built from

What reports do

  • Any scope

    Report on a whole workspace, a client, a campaign, a single account or one network.

  • Real figures only

    Reports use the metrics networks report, plus your own click data, and nothing estimated.

  • Secure share links

    Share a report by link that expires after the number of days you choose, up to 90.

  • Optional password

    Add a password for sensitive reports. Repeated wrong guesses lock the link for a while.

  • White-label on Pro and Max

    Replace the Smartplannr footer with your own branding.

  • Download as PDF

    Export a report as a PDF to keep alongside your other client documents.

How to send a client report

  1. Choose the scope

    Pick what the report covers: a workspace, a client, a campaign, one account or one network.

  2. Generate it

    Choose Generate report. It is built from the figures the networks reported and your own click data.

  3. Share it

    Choose Share, set Expires in days, and add a password if the report is sensitive.

  4. Revoke when done

    Revoke the link at any time, or let it expire. Download a PDF for your own records.

Three reports worth sending

  • The monthly client report

    One report per client workspace, sent on the same day every month.

  • A campaign wrap-up

    A report on a single campaign when it ends, while the results still matter to people.

  • A network review

    A report on one network to decide whether it’s worth the time you put into it.

Good to know

  • Reports are part of Plus, Pro and Max. White-label reports are part of Pro and Max.
  • Share links last 14 days unless you choose otherwise, and never more than 90.
  • Too many wrong passwords lock a link for a while.

Questions

Plus, Pro and Max. White-label reports are included on Pro and Max.

14 days by default. You can choose anything from 1 to 90 days, and revoke a link at any time.

No. A shared report shows only that report, and nothing else in your workspace.

More features

Send a report your client can open in one click.

Start free, then turn on reports when you move to Plus.

Start free