# Reports: Turn Your Dashboards Into Shareable Insights
Effortlessly compile, customize, and share your dashboards as polished multi-page reports with real-time data.

July 11, 2025

**Reports** in Email Audit Engine are where your data goes to make an impact.

Once your **dashboards** are set up, reports help you compile those insights into polished, page-by-page documents—perfect for sharing with clients, stakeholders, or team members. Whether you're exporting a snapshot or reviewing performance week-over-week, **reports** turn raw metrics into clear narratives.

## **What Is the Report Page?**
Your **Report page** is a central space where you can:

- View compiled reports (made from your dashboards)
- Flip through multi-page layouts
- Switch between saved reports using the top dropdown

Each **report** is made up of one or more **dashboards**, shown as separate pages in a scrollable or paginated view at the bottom of the screen. You’ll always land on the **default report** after setup — called **“Email Audit Report”** — which includes the two default dashboards:

- **Campaign Performance**
- **Automation & Ecommerce**

If you’re on a **Standard** or **Premium plan** (or using the free trial), you can create and edit additional reports too.

## **What’s in a Report?**
The default **report template** is pre-loaded with metrics from your connected dashboards, giving you a clean, shareable view of your email performance. You can **customize**, **duplicate**, **rename**, or **create new reports** by selecting from existing dashboards and ones you have created.

Once saved, default **filter** and **dropdown options** on cards (like time ranges or email types) can be adjusted per report — without affecting the original dashboards.

From here, you can:

- Scroll through each page using the bottom navigation
- Save specific filter and dropdown states for each report
- Switch between saved reports using the top bar
- Share via live link or download as a PDF
- Open the report in **Edit Mode** to rearrange or build new reports

**Reports** are built for clarity — making it easy to **review**, **present**, and **share** the metrics that matter most.

## **Exporting & Sharing Your Report**
Want to share what you see? That’s easy.

- Click the **Export** button in the top right.
- Your report opens in a new tab in a live, sharable format.
- Use the **Share** button to send the report link (no login needed).
- Or hit **Download** to get a **PDF copy** of your report.

**💡 Tip:** **Premium** users can display their logo and theme colors on **shared reports** (if customized on the Lead Engine page). The live view makes sharing with clients or collaborators a breeze.

All users can adjust filters on shared reports, but **default settings** are defined by the report owner or members and saved in **Edit Report Mode**.

## **Edit Your Report**
**Standard** and **Premium** users will also see an **Edit** **button** at the top. Clicking it enables you to:

- Rearrange report pages (drag-and-drop)
- Add or remove dashboards
- Rename your report
- Save new custom versions

Learn how to build and edit reports from scratch using the **Edit Report** feature and go from a snapshot to a fully tailored, client-ready performance story.

## **Recap: Why Reports Matter**
✅ **Share insights** clearly and beautifully

✅ **Combine dashboards** into a single view

✅ **Create branded** exports for clients

✅ **Build custom versions** for different use cases (with Standard/Premium)

With **Reports**, your dashboards become something more: **a tool to communicate value, show growth, and demonstrate results.**

Perfect for website owners, digital agencies, and anyone looking to boost their email marketing. Our tool stands out with fast analysis, detailed reporting, and a wide range of features.