How reports and scheduling work

Orientation

Reports turn a slice of data into an explanation that can be reviewed and shared. Schedules reuse a defined configuration to create recurring deliveries. In Agencify, these features belong to the same flow but serve different moments: understanding performance now and keeping other people informed over time.

Why it matters

Sending only a table of numbers transfers the work of interpretation to the recipient. A well-scoped report preserves the client, platform, period, and filters. A well-configured schedule adds recipients, channel, language, frequency, and time zone. This continuity reduces conflicting versions and makes delivery failures easier to identify.

Mental model

Think in three layers:

• The report view organizes the client's synced snapshot into metrics, a chart, and a configurable funnel.
• The shareable output turns that snapshot into a link or PDF that can be viewed away from the operational screen.
• The schedule stores the report type, audience, channel, language, time zone, frequency, and filters for future runs.

A report is a snapshot of a defined scope. A schedule is a rule for producing and delivering new snapshots. Changing a future schedule does not rewrite reports that have already been generated.

Realistic scenario

An agency needs to present weekly media performance to a client. The team checks the client, platforms, and date range, chooses the relevant metrics, and confirms that the chart and funnel tell the same story. For a one-time conversation, it shares a link or PDF. For ongoing updates, it creates a recurring delivery in the recipient's language and time zone.

Later, the team monitors the list of schedules and generated reports. If email delivery succeeds and WhatsApp delivery fails, the partial status indicates that the report was created but one channel needs attention.

Main capabilities

• Filters by client, platform, period, and comparison when the data is available.
• Metric cards, a performance chart, and a configurable conversion funnel.
• Generation of a shareable link and PDF.
• Optional password protection for public links when the configuration requires it.
• Schedules for ads reports or change history reports.
• Delivery by email, WhatsApp, or both, with language, frequency, date, time, and time zone.
• Schedule management with pause, resume, edit, and delete controls.
• Access to generated reports and successful, partial, or failed delivery statuses.

Limits and recovery

A report reflects the synced data available when it is generated. Provider delays, incompatible filters, or missing metrics can produce an incomplete view. Public links should be treated as shareable material, and password protection should be used when the content needs an additional barrier.

Before a recurring delivery, review recipients, channel, language, time zone, and scope. If a run fails, inspect the status and safe details shown in Agencify, confirm the affected channel, and avoid creating duplicate schedules. Correct the configuration and wait for the next run or generate a new report when needed. If the failure continues, contact support with the client, schedule, and channel involved.

Up next

With this overview of reports and scheduling, you have completed the tour of Agencify's main product areas. To go deeper, return to **How metrics and AI optimization work** and review **Roles and permissions** before delegating report creation, scheduling, or delivery management.