For agencies that grow D2C brands
How should an agency set up scheduled reports for every brand?
Scheduled reports should go out on a cadence each brand has agreed to, weekly for fast-moving ad accounts and monthly for the brand review, on send days staggered across the week. Each one should lead with what changed and why, keep every number's source, and arrive before the brand has to ask for it.
9 channels in about an hour a day · one person runs Moolwan's marketing on ai-dmMoolwan · run on ai-dm daily · October 2026 · real data
What you'll see in 10 minutes
- Your first brand's report, built from its domain alone.
- Its ad accounts and GA4 connected, one secure sign-in each.
- A report you can send under your agency's name, with weekly or monthly delivery on the plans that include it.
Why do brand reports go out late or get skipped?
Last working day of the month. Five brands' reports are due. The account manager is copying numbers from six platforms into slides, and the first report goes out at 11pm. The fifth slips to Monday, and the brand notices.
Late reports cost renewals. A report that arrives after the brand has asked reads as a team that's behind, and a skipped one gets remembered at renewal time. Most of the hours go into gathering numbers, not explaining them. Each cadence has a job, and the report should lead with what that job needs.
| Cadence | What it's for | What it should lead with |
|---|---|---|
| Weekly | Catching changes while they're small | What moved, the likely cause, what the team is doing |
| Fortnightly | Launches, sales and test periods | Test results and the next test |
| Monthly | The brand review | Results against goals, what changed and why, decisions and outcomes |
| Quarterly | Strategy and budget | Trends, and what to keep, change or stop |
How do you set up scheduled reports, step by step?
Decide once, then let the calendar run. Most late reports come from deciding the format, the period and the send day again every month. Settle these six things per brand and the schedule takes care of itself.
Agree the cadence with each brand
Weekly suits fast-moving ad accounts; monthly suits the brand review. Agree it at onboarding and write it down, so a missing report is never a surprise.
Fix the period and the send day
Report on complete periods, such as Monday to Sunday or the calendar month, and pick a send day the brand can count on. Leave a day or two for late conversions to arrive.
Lead with what changed and why
Open with the two or three changes that matter, their likely causes and what the team is doing next. Charts come after the explanation, not instead of it.
Keep every number's source
Show where each figure came from and the dates it covers, so the brand can check it and nobody argues about which platform is right.
Read it before it goes
An automatic report still needs a person to read the summary. Five minutes catches a broken connection or a change that needs a sentence of context.
Stagger sends across the week
Spread brands across different send days so no single day carries every report, and the team has time to answer replies.
The report itself should look like your agency's work, so send white-label reports with your logo and domain. For the monthly review, add what was decided and what happened, and show every decision and its outcome.
Which days will your brand reports pile up next month?
Plan the month before it starts. Enter each brand's cadence, send day and the hours one report takes to build by hand. The planner lays out November 2026, flags days with more reports than your team can handle, and writes the plan to share.
Plan a month of brand reports
Weekly reports go out every send day, fortnightly on the first and third, and monthly on the first send day of the month.
- Mon 2 NovDewleaf Skincare · Terra Brew Coffee · Pepper Street Apparel · Kora Linen4 reports
- Fri 6 NovIndigo Trail Bags1 report
- Mon 9 NovDewleaf Skincare1 report
- Fri 13 NovIndigo Trail Bags1 report
- Mon 16 NovDewleaf Skincare · Terra Brew Coffee2 reports
- Fri 20 NovIndigo Trail Bags1 report
- Mon 23 NovDewleaf Skincare1 report
- Fri 27 NovIndigo Trail Bags1 report
- Mon 30 NovDewleaf Skincare1 report
report planIn November 2026 the team sends 13 reports for 5 brands, about 37 hours of work if each is built by hand. Monday 2 November has 4 reports due, over the limit of 3: move one of Terra Brew Coffee, Pepper Street Apparel or Kora Linen to a quieter send day.
Free, no login. The brands and hours are an illustrative example.
(login required) · ai-dm builds each report from the brand's model, so the hours above go into reading it, not making it.
How does ai-dm send every brand's report on schedule?
Built from the brand's model, sent on its day. ai-dm builds each report from the brand's own model: what changed and why, the results with the source of every number, and everything the team did in the period, from ads and posts to articles and review replies. Weekly or monthly delivery runs on its own on the plans that include scheduled reports, and reports for any other period can be built and sent whenever you choose.
2 sent · 2 scheduled · 1 change to explain first · portal live for every brand
In this illustrative example, an agency's report schedule for five brands shows two weekly reports sent, a fortnightly and a monthly report scheduled, and one monthly report held back because GA4 purchases fell 22% and the team needs to explain it first. Between reports, each brand sees the same numbers in its portal.
Between reports, the brand isn't left waiting. A question on a Wednesday gets answered from the same numbers when brands can see a live brand portal under your agency's name. Each brand's data stays private to that brand, and you can check how brand data is protected.
On our own brand. One person runs Moolwan's nine marketing channels on ai-dm in about an hour a day, and every number keeps its source, such as Moolwan's 2.13× Meta ROAS on ₹28,064 of spend in the 30 days to 26 September 2026 (ai-dm · Paid ads). You can watch ai-dm run Moolwan, with the source and date of each number.
Related pages
Questions agencies ask about scheduled reports
How often should an agency send a brand report?
Weekly for brands with active ad spend that changes quickly, and monthly for the main brand review. Many agencies do both: a short weekly update on what moved and a fuller monthly report. Agree the cadence with each brand at onboarding and keep to it.
What should a scheduled report lead with?
What changed since the last report and why, then what the team is doing about it. Results against the brand's goals come next, with every number shown with its source and dates. A report that opens with twenty charts leaves the brand to find the story itself.
Which ai-dm plans include scheduled reports?
Automatic weekly or monthly delivery is included on higher plans. Reports for any period can be built on every plan and sent when you choose. The pricing page lists what each plan includes, and you can start on pay as you go.
Do scheduled reports go out under our agency's name?
Yes. Reports and the brand portal carry your agency's logo and can sit on your own domain, so brands see your agency, not ai-dm.
Can brands see their numbers between reports?
Yes. The brand portal gives each brand a live view of the same numbers, with the same sources, so a question on a Wednesday doesn't have to wait for the monthly report.
Do the reports include Shopify revenue?
No. ai-dm reads no order, revenue or customer data from Shopify. Revenue and orders in a report come from GA4 and the ad platforms, each shown with its source, and ai-dm doesn't build attribution models.
What do scheduled reports in ai-dm cost?
There's no plan to pick to start. Sign up, pay as you go, and build a brand's first report from its domain. Automatic scheduled delivery comes with the higher plans. Billed in USD and INR. Per-brand plans or pay as you go.
No plan to pick. Billed in USD and INR. A brand's data is deletable on request.