Reports: Turn Your Dashboards Into Shareable Insights

Reports in Email Audit Engine are where your data goes to make an impact.

Once your dashboards are set up, reports help you compile those insights into polished, page-by-page documents—perfect for sharing with clients, stakeholders, or team members. Whether you're exporting a snapshot or reviewing performance week-over-week, reports turn raw metrics into clear narratives.

What Is the Report Page?

Your Report page is a central space where you can:

• View compiled reports (made from your dashboards)
• Flip through multi-page layouts
• Switch between saved reports using the top dropdown

Each report is made up of one or more dashboards, shown as separate pages in a scrollable or paginated view at the bottom of the screen. You’ll always land on the default report after setup — called “Email Audit Report” — which includes the two default dashboards:

• Campaign Performance
• Automation & Ecommerce

If you’re on a Standard or Premium plan (or using the free trial), you can create and edit additional reports too.

What’s in a Report?

The default report template is pre-loaded with metrics from your connected dashboards, giving you a clean, shareable view of your email performance. You can customize, duplicate, rename, or create new reports by selecting from existing dashboards and ones you have created.

Once saved, default filter and dropdown options on cards (like time ranges or email types) can be adjusted per report — without affecting the original dashboards.

From here, you can:

• Scroll through each page using the bottom navigation
• Save specific filter and dropdown states for each report
• Switch between saved reports using the top bar
• Share via live link or download as a PDF
• Open the report in Edit Mode to rearrange or build new reports

Reports are built for clarity — making it easy to review, present, and share the metrics that matter most.

Exporting & Sharing Your Report

Want to share what you see? That’s easy.

• Click the Export button in the top right.
• Your report opens in a new tab in a live, sharable format.
• Use the Share button to send the report link (no login needed).
• Or hit Download to get a PDF copy of your report.

💡 Tip: Premium users can display their logo and theme colors on shared reports (if customized on the Lead Engine page). The live view makes sharing with clients or collaborators a breeze.

All users can adjust filters on shared reports, but default settings are defined by the report owner or members and saved in Edit Report Mode.

Edit Your Report

Standard and Premium users will also see an Edit button at the top. Clicking it enables you to:

• Rearrange report pages (drag-and-drop)
• Add or remove dashboards
• Rename your report
• Save new custom versions

Learn how to build and edit reports from scratch using the Edit Report feature and go from a snapshot to a fully tailored, client-ready performance story.

➡️ All report editing is covered in another article —  Edit Your Report.

Recap: Why Reports Matter

✅ Share insights clearly and beautifully

✅ Combine dashboards into a single view

✅ Create branded exports for clients

✅ Build custom versions for different use cases (with Standard/Premium)

With Reports, your dashboards become something more: a tool to communicate value, show growth, and demonstrate results.