PDF Reports
Generate polished, white-label PDF reports on demand or on a schedule for clients and stakeholders.
PDF Reports in detail
The report builder provides a drag-and-drop section editor. You select from available sections, configure the date range and filters for each, and arrange them in the order you want. Each section pulls live data from the platform at generation time, so reports always reflect the most current information.
Once configured, you can generate the report immediately or schedule it for recurring delivery. Scheduled reports are emailed as PDF attachments to a distribution list you define. The platform also stores every generated report in a report archive, so you can access historical reports at any time.
White-label configuration is set at the account or workspace level. You upload your logo, select primary and accent colours, and optionally add a footer with your contact information. All reports generated under that workspace use the white-label styling automatically. Multiple workspaces can have different white-label configurations, which is useful for agencies managing several client brands.
Why PDF Reports matters
Create stakeholder-ready PDF reports with no design work required
Schedule recurring reports for automatic delivery to any email list
White-label reports with custom branding for client deliverables
Choose from modular sections to build reports tailored to each audience
Archive every generated report for historical reference
When to use PDF Reports
PDF Reports FAQ
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