Review Workflow
You control what goes out. Review every report before it reaches your client, or let them send automatically.
Two modes
Review before sending
Reports are generated on schedule but held for your review. You can preview the report, edit its subject and narrative, inspect quality warnings, and approve or cancel the draft. This is the default mode.
Automatic sending
Reports generate and attempt delivery automatically on schedule. This reduces routine approval work; delivery state and failures remain visible.
What you can do during review
- Preview the metrics, campaign rows, subject, and narrative the client will receive
- Edit the subject and narrative
- Review quality warnings and correct blocking currency issues
- Approve and send immediately
- Cancel the draft; the next scheduled run produces a new one
Next: What Clients Receive