Agencies and client workspaces

Scheduled reports

Settings → Clients & reports → Scheduled reports emails the workspace's results each week (on the day and hour you choose) or on the 1st of each month: emails sent, opens, clicks, replies, bounces, new leads, campaigns and revenue, with a link to the full report. It carries the workspace's name and colour, goes from its own mailbox when one is connected, and is never sent twice for the same period. “Send now” sends one to check it.

• Create a workspace per client and switch between them with one sign-in and one bill.
• Share a read-only, white-label report with a client by link; switch the link off any time.