Automated Reports

Automated Reports eliminate the single most time-consuming task in agency life: the Monday report. APEX generates branded PDF reports on a schedule — weekly, bi-weekly, or monthly — pulls real-time data from all connected platforms, and emails them directly to clients. You stop building reports; you start spending that time on strategy.

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How it works

STEP 01

Configure the report template

Choose which metrics to include: spend, ROAS, CPR, impressions, leads, revenue. Arrange sections by platform or by objective. APEX saves the template per client.

STEP 02

Set the schedule

Choose delivery frequency (weekly every Monday, monthly on the 1st, etc.) and the recipient list. Reports send automatically — you do not need to trigger them.

STEP 03

Branding customization

Upload your agency logo. Choose accent colors. Add a custom message section for your commentary. The report looks like it came from your agency, not a platform.

STEP 04

Auto-commentary by Wanda

Wanda adds a plain-English performance summary at the top: 'This week, Meta CPR improved 18% week-over-week driven by the new UGC creative. Google spend is underperforming — recommend budget shift.'

Use cases

Eliminating Monday morning reporting grind

Reports send themselves. Your client has the report before you've had coffee. You spend Monday on strategy instead of spreadsheets.

Client transparency without micromanagement

Clients who receive regular automated reports are less likely to send "what is happening with my account?" messages mid-week. Data reduces anxiety.

Scaling to 50+ client accounts

Manual reporting caps agency growth at the number of reports one person can build per week. Automated Reports remove that ceiling entirely.

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Ready to use Automated Reports?

14-day free trial. No credit card. Cancel anytime.

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