> ## Documentation Index
> Fetch the complete documentation index at: https://help.autoady.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and deliver a client report

> Review a report snapshot, add context, and verify its link or scheduled delivery.

From **Home → Share snapshot**, create a report for the selected account and period. Open the finished report before sending its link to a client.

## Create a report link

1. Open **Home** for the intended account and select the reporting period.
2. Review the results and reporting limitations, then choose **Share snapshot**.
3. In **Client report**, check the account, dates, included campaign count, and available snapshot context.
4. Add a **Client summary** with the context you want the client to see.
5. Choose **Create report link**, or **Share without summary** if you deliberately leave the summary empty.
6. On **Your report is ready**, choose **Open report**. Inspect the resulting page and copy the link only after it is correct.

The link shows the saved snapshot, not live results. Anyone with the report link can view it without signing in to AutoAdy. Send it only to intended recipients.

## Walk through preparation and review

These screens use a fictional account and report to show what to check before sharing.

**Prepare the snapshot**

![Client report dialog showing an example account, period, spend, campaign count and summary before Create report link.](https://mintcdn.com/autoady/AdXwn2rj4UD2tiQ0/images/walkthroughs/report-01-prepare-snapshot.png?fit=max\&auto=format\&n=AdXwn2rj4UD2tiQ0\&q=85\&s=941c568ab99f223c21b361a358971c77)

**Review the report**

![Example client report showing account, period and fictional performance KPIs.](https://mintcdn.com/autoady/AdXwn2rj4UD2tiQ0/images/walkthroughs/report-02-review-example.png?fit=max\&auto=format\&n=AdXwn2rj4UD2tiQ0\&q=85\&s=4c18cbe486ca29c60cf3875ca9bdcce7)

## Check the report before sending

* **Open report** shows the account and period you intended, with the summary you want the client to read.
* The report’s totals and included campaigns agree with the snapshot you reviewed.
* You are sharing the generated report link, not a settings or dashboard URL.
* The recipient is intended to receive a link anyone can view; the saved snapshot is suitable to share.

## Configure recurring reports

Scheduling requires an account you can manage and a plan with report sharing enabled. Client Viewers cannot change schedules; ask the owner or a Media Buyer if you cannot save.

1. Select the intended account, then open [Settings → Reporting](https://app.autoady.io/settings?tab=reporting).
2. In **Weekly report** or **Monthly report**, enter an email under **Client recipients** and choose **Add**. Add up to ten recipients.
3. Set **Send on** (weekly) or **Send on day** (monthly), then **At hour** using the displayed timezone. Weekly reports cover the seven full days before send day; monthly reports cover the previous calendar month.
4. Choose whether to **Attach PDF copy**, then **Save schedule**. Enable the schedule with the switch on that report card if it is off.
5. Confirm the enabled switch and status on the card. After a run, check its delivery result rather than relying only on report generation.

A skipped run can be expected when the period has no spend and no impressions; the product avoids sending an empty client report. A run blocked by plan access or a delivery failure needs its displayed recovery. Check delivery state as well as report generation.

For broader recurring work, use [Scheduled tasks](/automation/scheduled-tasks).

## Use report branding

Where your plan supports it, configure workspace identity in **Settings → Branding** and account report options in **Reporting**. A branded report URL needs a generated report token; a custom slug alone does not produce a report.

## If the link is wrong or missing

Check the selected account and period before making a new snapshot. If no active report exists, create one from Home first. If a scheduled report failed, inspect the last result and recipient configuration before retrying.

Next: [Understand result definitions](/intelligence/metrics) or [get help](/help/contact).

*Last reviewed: October 5, 2026.*


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