Automated marketing reports, ready to send
Automated marketing reports that your clients and your company can read without you in the room. Start from a template, set the date, share by link or PDF. Your brand on agency plans.
Templates
Monthly summary, channel review, where did the budget go, you can customise any section.
Scheduled send
Lands in the right inbox whenever you need it to go out, automatically.
Share by link
A live link you can share with no login, which you can revoke at any time.
Built to be read by the person who signs it off
Every report opens with the sentence, then the figures, then the channel table, and closes with the source line, the time period, coverage, what is counted and what is modelled. The numbers your reader questions are the ones they can check.
Start from a template
Monthly summary, channel review, where did the budget go. Every section is editable and every figure links back to the journeys behind it.
Sent whenever you need it
Pick a schedule, weekly, monthly or on a date you choose, and the report lands in the right inbox without you lifting a finger. Clients read it without you in the room, and without a login.
Your brand on the cover
On agency plans the report carries your logo, colours and domain. The client sees your work, with the evidence from Trace behind it.
More to discover with Trace
Questions people ask about Reports
They do not need to. A shared link opens the report with no account. Agency plans can also give clients their own login. See pricing
On agency plans, yes: logo, colours and your domain on the link. See pricing
Plus, and every agency plan. See pricing
Still have a question?
Ask us anything about Trace, your setup or your data and a real person will get back to you.
Reports are automated marketing reports that your clients and your company can read without you in the room. Start from a template, set the schedule, and share via a link or PDF with your own brand. See what goes into them, or how agencies use Trace.