Documentation / Core concepts

Report

A report is the online summary of a brand's results. Each reader sees the view for their role.

How it works

Reports move through review. A reviewer comments on sections, then approves the report or sends it back.

Features

• Role views: Executive, Brand Manager, Content Strategist and Analyst.
• Comments on each section.
• Share link, PDF and HTML export.

Where you see it

Insight, then Reports.

Set it up

1. Open Insight, then Reports, and generate a report.
2. Reviewers choose a role view, comment on sections, then approve or send back.
3. Share the approved report by link, or export it as PDF or HTML.

See also

• Approve a report (guide task)
• Journey step 9

Last updated 26 October 2026