Skip to main content

📈 Client Reports

Generate professional, branded performance reports to share with your clients. Reports combine real metrics, AI-generated insights, and customizable sections — delivered as PDFs, via email, through the client portal, or on a recurring schedule.

ClientReport Model​

Each report is stored with the following structure:

FieldDescription
nameReport title (e.g., "March 2026 Performance Report")
descriptionOptional description or executive summary
dateRangeJSON object defining the reporting period (e.g., {"start": "2026-03-01", "end": "2026-03-31"})
metricsJSON array of selected metrics to include
sectionsJSON array defining the report structure and section order
generatedDataJSON payload containing the actual computed report data
isPublicWhether the report is accessible via a public link
shareTokenUnique token for secure sharing (e.g., https://app.unipulse.tech/reports/share/{shareToken})

Creating a Report​

  1. Navigate to Reports > New Report
  2. Select the workspace — Choose which client workspace to report on
  3. Set the date range — Pick start and end dates, or use presets (last 7 days, last 30 days, last quarter)
  4. Choose metrics — Select from available metrics:
    • Engagement rate, reach, impressions
    • Follower growth
    • Top-performing posts
    • Audience growth by segment (from Segments & Scoring)
    • Conversation volume and resolution rate (from Unified Inbox)
    • AI auto-reply performance
    • Revenue attribution
  5. Configure sections — Arrange the report layout by adding, removing, or reordering sections
  6. Add commentary — Write custom notes, context, or recommendations
  7. Generate — Click Generate to compute all data and render the report

Report Sections​

Reports are composed of configurable sections:

SectionContent
Executive SummaryAI-generated overview of performance highlights and trends
Key Metrics OverviewTop-line numbers with period-over-period comparison
Top Performing ContentBest posts ranked by engagement, reach, or conversions
Audience GrowthNew followers, audience size changes, segment shifts (from Audience Graph)
Engagement BreakdownEngagement metrics broken down by platform (Facebook, Instagram, TikTok)
Conversation AnalyticsVolume of conversations, resolution rate, average response time, AI vs. human reply ratio
Revenue AttributionPurchase data linked to social activity (if e-commerce is connected)
AI RecommendationsAI-generated strategic recommendations based on the data
Custom NotesYour team's written commentary and context
Behind the Scenes

The generatedData JSON field contains all the computed data for the report. Once generated, reports are immutable snapshots — the data won't change even if underlying metrics are updated later. This ensures clients always see consistent numbers.

Delivery Options​

MethodDescription
PDF ExportDownload a beautifully formatted PDF for manual sharing
EmailSend the report directly to any email address
Client PortalClients with the Client role can view reports in-app
Public LinkSet isPublic: true to generate a shareable link using the shareToken
Scheduled DeliveryAuto-generate and send reports on a recurring schedule (weekly, biweekly, monthly)

Branding​

Reports automatically use your workspace's branding:

  • Logo — Your workspace logoUrl appears in the report header
  • Colors — Your primaryColor is used for charts, headers, and accents
  • Custom domain — If White Label is configured, report links use your custom domain
tip

For the most polished client experience, configure White Label branding so that reports, the client portal, and all client-facing emails carry your agency's branding — not UniPulse's.

Segment-Specific Reports​

Leverage Segments & Scoring to generate reports focused on specific audience segments:

  • VIP customers — Show engagement and purchase activity for your highest-value segment
  • New contacts — Track acquisition and early engagement patterns
  • At-risk customers — Highlight declining engagement for proactive outreach planning
  • Custom segments — Report on any segment you've defined