/dashboard/marketing/reports) collects every marketing reporting surface into one page with four tabs: campaign ROI attribution, client reports, journey funnels, and AI-built custom reports. It’s where you check what your marketing actually returned — and where you build the report you hand to a client.
The Reports hub is in beta. If you don’t see the ROI Reports card in your Marketing hub yet, it hasn’t been enabled for your account — it’s rolling out gradually.
The four tabs
Overview
Revenue attribution across every campaign, sequence, and content asset — spend, leads, deals won, revenue, ROAS.
Client reports
Scheduled cross-channel reports with a shareable link — the numbers a client should see every week, in one page.
Journeys
Per-journey funnel and ROI cards with prior-period deltas.
Custom
Sheets and report sections your PPC and SEO AI agents build on request.
?tab=overview|client|journeys|custom), so you can bookmark or share a link that lands on the right panel.
Overview — campaign ROI
The Overview tab answers “what did each campaign return?” It attributes CRM contacts and deal revenue back to the marketing assets that touched them — email campaigns, PPC campaigns, social posts, content items, email sequences, and cold email campaigns — and rolls the results into five headline cards: Spend, Leads, Deals won, Revenue, and Blended ROAS, with a sortable table of every attributed asset beneath. Controls along the top:- Date range — Last 7 days, Last 30 days, Last 90 days, or Custom with from/to date pickers.
- Attribution mode — First touch, Last touch, or Any touch. Any touch is participating revenue: a contact credits every asset that touched them, so rows overlap — the headline totals are de-duplicated.
- Asset type chips — click Email, PPC, Social, Content, Sequence, or Cold email to filter the table to those types.
- Solid matches only — restrict to high-confidence attribution matches.
- Export CSV — download the current table for a spreadsheet or a client deck.
Client reports
Client reports are the report you actually send: a clean, cross-channel summary page with your account name and logo at the top, regenerated on a schedule, and shared as a single link — no login required to view it.Create a report
1
Open the Client reports tab
Go to Marketing > ROI Reports and select Client reports, then click New report.
2
Name it and pick a schedule
Give it a name (e.g. “Weekly marketing report”) and choose Weekly, Monthly, or Manual only. Weekly reports cover the last 7 days; monthly reports cover the last 30.
3
Click Create
The first version generates immediately, so the share link works right away.
4
Share it
Click Copy link to grab the public URL, View to open it yourself, or Email to send it — enter one or more recipient addresses and click Send now.
What’s in the report
Each report pulls from every marketing channel connected to the account:
Every number comes with a comparison against the equal-length period immediately before, so the client sees the trend, not just the total. Channels the account hasn’t connected simply don’t appear — there are no empty placeholder sections. And if one channel’s data can’t be assembled, the rest of the report still renders, with a short note listing what’s missing.
The report window ends yesterday, because platform metrics typically land a day behind. “Today” is never in a client report — by design, so the numbers are complete.
How the share link behaves
- The link is public but unguessable, and the page tells search engines not to index it.
- The page is a snapshot — it shows the numbers as of the last generation. It updates when the schedule runs or when you click Regenerate, never silently in between. A client can refresh all week and see the same report you reviewed.
- Deleting a report kills its share link immediately.
Journeys
The Journeys tab shows one card per customer journey: spend, leads, deals created, deals won, revenue, and ROI, each with deltas against the prior period. A badge marks whether the funnel is measured (built from tracked stage transitions) or estimated. Click any card to open the full per-journey report.Custom
The Custom tab collects the report artifacts your AI agents produce — spreadsheet tabs and written report sections from the PPC and SEO agents. Ask the AI strategist for an account audit or a custom report, and the result lands here as a link into the full workspace.Troubleshooting
A section is missing from a client report
A section is missing from a client report
The channel either isn’t connected for this account or had no data in the report window. Connect the channel (ads, social, email, calls) and click Regenerate. If a section failed to assemble, the report footer lists it explicitly.
The client says the link doesn't work
The client says the link doesn't work
Check the report still exists — deleting a report disables its link immediately. If it exists but has never generated, click Regenerate first; the View button only appears once a version has been generated.
The report shows old numbers
The report shows old numbers
Client reports are snapshots. They refresh on the report’s schedule or when you click Regenerate — nothing changes in between. For manual-only reports, regenerating is the only way the numbers move.
Spend or ROAS looks wrong in the Overview tab
Spend or ROAS looks wrong in the Overview tab
Check for the amber “Ad spend data only through…” banner. If it’s showing, your ad platform sync is behind — run a sync from Marketing > PPC and refresh. Also check your attribution mode: Any touch counts participating revenue, so individual rows overlap even though the totals are de-duplicated.
What’s Next?
Managing Campaigns
The unified ad dashboard that feeds the paid-ads numbers.
Customer Journeys
Build the journeys the Journeys tab reports on.
Social Analytics
The per-post and per-pillar detail behind the social section.
AI Strategist
Ask for audits and custom reports that land in the Custom tab.