Reports you can send without rebuilding them
Pick the scope and the metrics, and Smartplannr builds the report from the numbers the networks reported. Share it by a secure link that expires, with a password if you want one.
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See the figures reports are built from
What reports do
Any scope
Report on a whole workspace, a client, a campaign, a single account or one network.
Real figures only
Reports use the metrics networks report, plus your own click data, and nothing estimated.
Secure share links
Share a report by link that expires after the number of days you choose, up to 90.
Optional password
Add a password for sensitive reports. Repeated wrong guesses lock the link for a while.
White-label on Pro and Max
Replace the Smartplannr footer with your own branding.
Download as PDF
Export a report as a PDF to keep alongside your other client documents.
How to send a client report
Choose the scope
Pick what the report covers: a workspace, a client, a campaign, one account or one network.
Generate it
Choose Generate report. It is built from the figures the networks reported and your own click data.
Share it
Choose Share, set Expires in days, and add a password if the report is sensitive.
Revoke when done
Revoke the link at any time, or let it expire. Download a PDF for your own records.
Three reports worth sending
The monthly client report
One report per client workspace, sent on the same day every month.
A campaign wrap-up
A report on a single campaign when it ends, while the results still matter to people.
A network review
A report on one network to decide whether it’s worth the time you put into it.
Good to know
- Reports are part of Plus, Pro and Max. White-label reports are part of Pro and Max.
- Share links last 14 days unless you choose otherwise, and never more than 90.
- Too many wrong passwords lock a link for a while.
Questions
More features
- AnalyticsOnly the numbers the networks report
- Link trackingShort links, UTM tags and real click counts
- Link in bioOne page of links, with every click counted
- ApprovalsReview, request changes and sign off before posting
- Team workspacesRoles for owners, editors, contributors and clients
- Social media schedulerWrite once, tailor it per network, schedule it
- Content calendarMonth, week and day views with drag-and-drop
- Instagram grid plannerSee your profile grid before it goes live
- Bulk uploadUp to 15 posts at once, with AI captions
- LinkedIn carouselsSwipeable carousels and PDF document posts
- Recurring & evergreen postsRe-share approved posts on a set rhythm
- AI writing assistantCaptions, hooks and rewrites in your brand voice
- Branded imagesPost images in your logo, colours and font
- AI assistants (MCP)Plan and schedule posts from Claude or ChatGPT
- Media libraryPhotos, videos and GIFs for the whole team
Send a report your client can open in one click.
Start free, then turn on reports when you move to Plus.