A template from nine blocks
A report is built from a template you assemble from nine section types: core KPIs, spend trend, platform comparison, campaign table, organic search (GSC), website traffic, lead summary, lead list and goal progress. Each client gets exactly the sections that matter to them: the performance client gets the campaign table, the SEO client gets organic search. Built once, the template runs again in every cycle.
Set the schedule
The schedules are time-zone-safe: even the daylight-saving switch does not move your Monday 8 a.m. report. If a client pauses, you simply pause the schedule with them. Anyone who has unsubscribed from notifications is respected and not contacted further.
- 1Assemble the template for the client.
- 2Choose the cadence (daily, weekly or monthly) and the time, plus the day of the week or month for weekly and monthly schedules.
- 3Add as many recipients as you like: the client, their team, your own project lead.
- 4Activate the schedule. From now on MetricDash sends the report on time.
Shareable links and on-demand reports
If you would rather not send an email attachment, share a report link: a frozen data snapshot whose numbers no longer change afterwards, valid for 30 days and accessible without a login. Your client passes it on internally to management or colleagues without anyone needing an account, and you never again argue over numbers that have supposedly changed since you sent them.
If a client suddenly needs numbers for the quarter, you create an on-demand report with a freely chosen period at any time: same template, same branding, ready in minutes. The shareable report pages carry your agency logo.
When you create a report manually, you can add a comment for your client, such as context for the numbers or the next steps. It appears at the top of the report and in the email you send the report with.
Previous period and missing data
Next to every value, core KPIs, leads and website traffic show the change against the equally long period right before. The comparison only appears when it is fair: if a source has no figures for the previous period or it lies outside your plan’s data history, the report leaves the change out instead of showing a skewed number.
If a connected data source could not be loaded when the report was generated, for example because access expired, a notice at the top of the report names that source. Its numbers are then missing from the totals, and your client sees that right away instead of wondering about lower figures.
Which data flows into reports
The reports draw on Google Ads (including MCC), Meta Ads, Microsoft Advertising and Google Search Console, plus your leads and one website analytics tool. For the website traffic section, the report uses the first connected tool per client in this order: GA4, Rybbit, Plausible, Umami, Matomo, Pirsch, Fathom. If no property or site has been selected yet after connecting, the report leaves that integration out.
For context: automatic, scheduled reports are part of the Agency plan. On the Free plan you create reports manually and share them by link. During the open alpha every feature is free anyway, schedules included.