Reports
The reports hub — a print-ready white-label client report, per-brand scheduled report emails, and the Looker Studio connector.
Reports is the hub for shareable, exportable views of your data. Two surfaces are live: the manual white-label client report at /reports/client, and scheduled reports that generate that same report on a cadence and email it to recipients.
What it does
The client report assembles your metrics into a print-ready document you can hand to a client or stakeholder — branded with an agency footer and exported as a PDF from your browser. A schedule wraps that report in a recurring email: pick weekly or monthly, add recipients, and each period MentionFlow generates the report and sends a digest-style summary linking the full document.
The white-label client report
From Reports, open the client report:
- It is print-ready at A4 and Letter and renders its charts as server-side SVG, so they print crisply.
- Add a white-label footer with
?by=<Agency>in the URL. - Save as PDF through your browser's print dialog.
The report fetches eight data providers in parallel over the range you select. Sections 01–08 are fixed; the shopping section renders only when carousels were actually captured, and conditional sections renumber so the numbering never skips. Every em-dash and null-vs-zero rule from the rest of the app applies — deltas print "new" when the prior value is null, and the shopping trend needs at least two collected days before it draws a line. See data honesty.
There is no runtime plan gate on the manual client report.
Scheduled reports
A per-brand schedule lives on the Reports page. Each brand has one schedule; saving overwrites it.
| Setting | Options |
|---|---|
| Report | The white-label client report (no other report type). |
| Cadence | Weekly — fires with the first collection cycle of each week (Mondays), over the last 7 days. Monthly — fires with the first collection cycle of each month (the 1st), over the last 28 days. |
| Recipients | Up to 10 email addresses, comma-separated. |
| Status | Active or Paused. Paused schedules generate no runs. |
Schedules are opt-in: nothing is sent until you create one and set it Active. The window is labeled "last 7 days" / "last 28 days" — monthly is a rolling 28-day window, never a fake calendar month.
Who can manage schedules
Only workspace owners and admins can create or change a schedule (the same fence as member and billing management). Client viewers and operators in support view see it read-only.
Enabling a schedule requires a verified email address for accounts created on or after 2026-07-11 — an active schedule emails workspace data to external recipients from the verified sending domain, so it is one of the egress-gated actions. Pausing or saving a disabled draft is never gated.
Delivery depends on a verified sending domain
Email delivery activates only once the workspace's sending domain is verified with the email provider (and a real app URL is set). Until then, every scheduled run still generates the report — the link is surfaced on the Reports page and posted to the brand's Slack webhook if one is configured under Settings → Notifications. Those runs are marked "generated", never a fake "sent".
Each run carries an honest status:
| Status | Meaning |
|---|---|
| Generated | The report was built; email was deliberately held (domain not yet verified). |
| Delivered | The email provider accepted the message. |
| Failed | The send was attempted and failed. |
Delivery is attempted once per period — a failed run is not retried until the next week or month begins. The Recent runs panel shows the last several runs with their period and window length.
The rest of the hub
- Looker Studio connector — pull visibility, share of voice, prompts, competitors, sources, and answers into Looker Studio via an Apps Script deploy. See Looker Studio. A native, scheduled Looker sync inside MentionFlow is previewed but not yet shipped.
- Daily email digest — a per-cycle digest of what changed. It is previewed and begins delivering once outbound email is configured for the workspace.
Limits
- One schedule per brand; up to 10 recipients.
- Cadence is weekly or monthly only.
- Any schedule change is owner/admin only. Enabling a schedule (or creating one as enabled) additionally needs a verified email (post-2026-07-11 accounts); saving a paused draft doesn't.
- Report emails send only from a verified sending domain; until then runs generate but hold delivery.
- The manual client report has no plan gate; the Looker native sync and daily digest are not yet shipped.
Related
- Password and email verification — the verification gate on enabling a schedule.
- Portfolio — the agency multi-client rollup.
- Shopping analytics — source of the report's shopping section.
- Looker Studio — the connector and the previewed native sync.