What is Report Designer?

Fluency's Report Designer lets you create professional, easy-to-understand reports to share performance metrics. Automatically generate reports on a set schedule or on demand.

Creating a report in Report Designer

Step #1: Choose a report format and type

Go to Insights (bar icon) in the left menu.
Select Report Designer.
Click the + New Report button in the top-right.
Click the pencil icon to enter a Report Name and click Apply.
Select a format type from the dropdown (default is PDF):
- PDF: Email or download a PDF version of the report.
- Data Export: Export report data in CSV or JSON format to an Amazon S3 bucket or FTP server.
- PowerPoint: Create a powerpoint report or use Fuse to set up a PowerPoint template.
Select a Report Type (field inputs beyond this point will vary depending on your choice):
- Customer: Pull data from all of your company’s accounts.
- Portfolio: Pull data from all of your assigned accounts.
- Account: Pull data from an individual account.
(For PDFs only) Click Display Options and configure:
1. Page Orientation:
  - 8.5 x 11 Portrait
  - 8.5 x 11 Landscape
  - 11 x 17 Portrait
  - 11 x 17 Landscape
2. (Optional)
  - Accent Color and Text Color
  - Upload a Logo
  - Additional display options

Step #2: Design the report

The full design options of Report Designer are only available for PDFs. For Data Exports, you can still select data assets, but not create and arrange multiple columns. For PowerPoints, you need to upload a PowerPoint template.

Note: Once you begin adding widgets, the format and report type locks and will be grayed out. To make changes, delete all added widgets.

Design your PDF report:

Select + Report Section and select a section layout.
Click + Widget to select your data. Choose from the following widget types:
- Predefined Widgets: Fluency’s pre-existing data sets
- Data Explorer Widgets: Saved data sets from Data Explorer
- + Custom Widget: Fluency’s Data Explorer reports. Choose the:
  - Widget Name
  - Report Type (e.g., Performance Metrics, Budget Pacing)
  - Visualization Type (e.g., Table, Pie Chart)
  - Data columns
Continue adding sections and widgets as needed.

Step #3: Preview and save

Select Save Report.
Select Preview Report to see what your processed report looks like. The preview will open in a new tab. If you need to make additional changes, save your report before previewing. Note: You may need to select an account first.

Step #4: Schedule the report

Select the Report Settings tab.
Configure the report settings:
- Schedule: Choose the frequency (Daily, Weekly, or Monthly) for how often your report will be sent. Select Manual Only to send the report at your discretion. Note: For Weekly/Monthly reports, you can specify a particular day.
- Date Range: Select the time frame (e.g., Last 7 Days, Last 30 Days) for the report’s data.
- Recipients: Enter email addresses for who will receive the report, separating each entry by hitting Return or Enter to create a new line. Note: This feature is for internal use only—please do not enter client email addresses.
- Viewing Permissions: By default, only you have access to the reports you create. Toggle on Share Report to make it available to others in your company.
Click Save Report.
(Optional) You can further customize your report under Advanced Sending Configuration:
1. Sender Email Address or Reply To Email Address
2. Email Subject heading
3. Filter reports based on specific Account Labels to Include or Exclude.
4. Attach CSV Data to Email reports.
5. Data Location
  - Amazon S3: s3://[your region]/[bucket name]/[path]
  - SFTP Server: sftp://[username]:[password]@[domain]/[path]
  - FTPS: ftps://[username]:[password]@[domain]/[path]
  - FTP Server: ftp://[username]:[password]@[domain]/[path]