Custom reports and exports

Building a report

Pick a date range, add widgets (chart, table, single metric, or text block), and scope each widget to channels, campaigns, or labels. Widgets can each use a different scope inside one report, which is how you build a one-page cross-channel summary.

Branding

Upload a logo and set an accent colour per report. Exports to PDF keep both — useful for client-facing agency reporting.

Scheduling

Schedule any report to email recipients daily, weekly, or monthly. Recipients do not need an Orbit360 seat; they receive a PDF and a link that expires in 30 days.

Raw exports

Analytics → Export produces CSV or JSON at post, campaign, or contact grain. Exports over 100,000 rows are generated asynchronously and emailed as a download link. The API exposes the same data if you would rather pull it on a schedule.