In two lines: Reports builds document-style reports (with blocks, text and your brand), Explorer lets you analyze data on the fly with pivot tables, and Deliveries make the report reach the client on its own.

If a dashboard is the screen you look at, a report is the document you present. To choose between one and the other, see Analytics module.

Build a report with blocks

In Analytics > Reports you build the report by stacking Blocks from the side panel:

Platform KPIs, Platform Table and Platform Chart — the data from your integrations.
Title and Text — to structure and give context.
Image and Separator — for the design.

You drag the blocks onto the canvas, configure them and arrange the report into sections. Unlike a dashboard, here the narrative (the text between the data) takes center stage.

In the platform blocks, the metric picker is the same one you use in dashboards: there you'll also find the Custom group, with the metrics your workspace defined by formula. See Create your own metrics with formulas.

Build a report with AI

With Build with AI you describe the report you need and the AI builds a first version that you then adjust. You also have the AI Text block, which generates the written analysis of a section from its data: the reading of the numbers, already written.

Your brand, templates and delivery

Theme — apply your brand's colors and style to the entire report.
Save as template — turn a report that worked for you into a reusable mold for the next client or month.
Download PDF — generate the final document to present or attach. The report can also be embedded wherever you need it.

Find a report when there are many

When the list of reports grows, the Filters panel in the toolbar narrows it down. In Quick filters you combine four controls that stack with each other:

Account — the client the report belongs to.
Status — All, Draft, Finalized or Published to Portal.
Platform — pick one or more platforms and you're left with the reports that use any of them.
Creator — who built each report; the fastest way to know who to ask about one.

It's the same filter system you already know from dashboards, so it works the same way: in the Custom section you build and save filters over fields like Name, Account, Status, Published to Portal, Platforms, Creator, Created date or Last updated, and you keep them as Private, Shared or Favorite. Clear brings the whole list back.

Published to Portal is the one worth checking before a client meeting: it tells you, at a glance, which reports the client can already see on their own and which are still only yours.

The Templates tab, next to the list, has the same panel over your report molds —Mine (Only mine), Type, Platform, Status and Creator, plus saved filters— and it adds a Sort panel: Position, Name, Status, Created date and Last updated, either as a quick sort or as a saved multi-level one. It behaves exactly like the dashboard templates library, explained in Manage your dashboard templates.

In the Templates tab, reordering by dragging only works with no filter and no sort active: with either of the two on, dragging is disabled, and it comes back when you clear them.

Explorations: quick analysis with Explorer

When you have a specific question and it's not worth building a report, use Analytics > Explorer. It's a pivot table: you choose Dimension and metrics and cross the data on the fly. You can save each cross as a New view to come back to it. Ideal for ad-hoc analysis ("which campaign spent the most this week?").

Each table is adjusted from the same place, with Customize:

General — the title and the data source of that table.
Settings — the dimensions and metrics you cross, and how they're presented.
Filters — narrows the data of that table without touching the rest of the view.

On ads and analytics platforms, filters open the same modal you already use in dashboards and reports, so the criteria you build in one place read the same in the others. CRM keeps its own filter builder, because it works with the custom fields of your deals.

One difference worth knowing: Explorer reads only the native metrics of each platform. The custom metrics of your workspace work in dashboard widgets and report blocks, not in Explorer.

Deliveries: let the report arrive on its own

Deliveries are the way to deliver your reports automatically. In Analytics > Deliveries, a New delivery defines the Recipients, the report and the Schedule (for example, the first of every month). From there, the report arrives on its own by email, without you having to remember to send it.

Before scheduling it, check the Data period: the wizard shows it as a summary with its resolved dates and its mode, and Change takes you back to edit it. If it's dynamic, you'll read Recalculated on every send — each send brings the data of its own month. If it's fixed, an amber warning tells you plainly: Fixed period — every send will use those same dates. It's the same Dynamic / Fixed dates decision as anywhere else in the app, explained in Date ranges and period comparison.

On a recurring delivery, a fixed period is almost never what you want: the client would receive the same month's numbers over and over. Leave it Dynamic (for example, Last month) so every send carries its own period.

The subject of a recurring delivery names the period of each send on its own: the auto-generated one already comes prepared, and in a subject you write yourself you can place {{periodo}} wherever you want the dates of that particular send to appear.

Once you have several deliveries running, the list itself becomes the work surface: you filter by Status, Account, Labels or Creator, save the filters you repeat, and adjust the table's density. That's covered in Manage your deliveries: statuses, filters and the list.

The complete recipe —dashboard + portal + monthly delivery— is in Getting the most out of Analytics: use cases.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.

Reports and Explorations