Client Reporting & AnalyticsPurpose
1.2. Facilitate timely, actionable insights for clients by integrating multiple data sources, formatting results, and routing customized reports via preferred communication channels.
1.3. Enhance agency efficiency, reduce human error, and bolster transparency by systematizing reporting processes for diverse advertising campaigns (PPC, social, programmatic, etc.).
Trigger Conditions
2.2. Campaign milestone (e.g., end-date reached, budget threshold met).
2.3. Data availability or completion of third-party data refresh (API webhook or data import event).
Platform Variants
• Feature/API: Reporting API v4 — Schedule custom query for campaign metrics; configure OAuth credentials for data fetch.
3.2. Facebook Graph API
• Feature/API: /insights endpoint — Query ad performance with specified time range; set up App access token.
3.3. Google Ads API
• Feature/Setting: Report Queries — Schedule query for impressions, CTR, conversions; set up OAuth2 and refresh token.
3.4. HubSpot
• Feature/API: Reports API — Schedule analytics fetch from campaign engagement; configure API key/Private App setup.
3.5. Salesforce
• Feature/API: Analytics REST API — Select dashboards; schedule export in CSV; set OAuth connection.
3.6. Mailchimp
• Feature/API: Reports API — Fetch email campaign stats; configure scheduled fetch and API token.
3.7. Power BI
• Feature: Scheduled data refresh and report export (PDF/Excel); set dataset and delivery time.
3.8. Tableau
• Feature/Setting: Tableau REST API - schedules; download packaged workbooks to configured endpoints.
3.9. Looker (Google Cloud)
• Feature/API: Schedule Looks and dashboards — Email or webhook delivery with custom filter options.
3.10. Data Studio (Looker Studio)
• Feature: Scheduled email delivery — Configure report and time/frequency.
3.11. AWS Lambda
• Feature/Setting: Cron EventBridge trigger — Pull and process analytics; use SES API to send report.
3.12. Azure Logic Apps
• Feature: Recurrence trigger — Fetch BI report, compose email, and send to client list.
3.13. Slack
• Feature/API: chat.postMessage, files.upload — Automate sending scheduled report summaries and attachments.
3.14. Microsoft Teams
• Feature/API: Schedule message with Adaptive Cards; include embedded PDF/Excel analytics.
3.15. Dropbox
• Feature/API: Scheduled file upload — Store and share report files; use /files/upload endpoint.
3.16. Google Drive
• Feature/API: Scheduled upload/sharing permissions; use drive.files.create for automated storage.
3.17. SendGrid
• Feature/API: v3/mail/send — Configure automated email dispatch of report PDFs/CSVs; set sender, recipients.
3.18. Twilio (SendGrid Email or Studio)
• Feature/Setting: Trigger email or SMS alerts upon report generation, using REST API for notifications.
3.19. Zapier
• Feature: Scheduled Actions — Use built-in Scheduler to fetch data and trigger action apps, e.g., email, cloud storage.
3.20. Monday.com
• Feature/API: Scheduled dashboard export and automated updates to boards with analytics widgets; use API v2.
3.21. Airtable
• Feature/API: Scripts or scheduled automations to gather KPIs and email reports using Scripting block or Extension.
3.22. Notion
• Feature/API: Databases API — Schedule export of analytics tables; push notifications via integrations.
3.23. Smartsheet
• Feature/Setting: Scheduled PDF export via API or recurring emails of analytics sheets.
3.24. ServiceNow
• Feature/API: Scheduled report delivery using REST APIs to stakeholder contact groups.
3.25. Microsoft Power Automate
• Feature: Scheduled Flow — Connect data sources, format report, and email/send via connectors.
Benefits
4.2. Eliminates manual effort and risk of oversight.
4.3. Centralizes multi-channel performance data into digestible formats.
4.4. Rapid scalability for client portfolio growth.
4.5. Supports white-label branding and personalization within delivery workflows.
4.6. Real-time adaptability to new data sources or reporting templates.