Client reports & email delivery

The report builder assembles multi-page, client-ready reports from blocks:

• Scorecards — single KPIs with optional targets and progress bars.
• Tables — sortable columns, totals row, heatmap and CSV download for viewers.
• Charts — line, bar and donut, with optional goal lines.
• Text, images & dividers — commentary, logos and structure; blocks can be full, half or third width.

Every data block runs on the same query engine as Explore — pick a source (or blended), fields, a date preset and optional per-block filters. Scope the whole report to a client via its account group.

• Publish puts the report on its own link — a subdomain you choose, like acme.spendmix.com. Viewers can change the date range; numbers re-resolve live.
• Share links — tokenized URLs for private sharing without publishing.
• White-label — hide SpendMix branding, add your logo and brand color.
• PDF — a print-optimized view exports the whole report to PDF.

1. 1Open a published report's Delivery panel.
2. 2Add up to 10 recipients and pick a cadence — weekly (choose the weekday) or monthly (first day of the month).
3. 3Use Send test to check the email before the first scheduled run.

Recipients get a branded email linking to the live report, so they always open current numbers — no attachments going stale in inboxes.