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Reporting

Dashboards, saved reports and scheduled alerts across every module

Product walkthroughExplore dashboards and report generation in Zocket

Problem we solve

Every account we've sold into has the same hidden line item: somebody rebuilds the same report every week. Numeric UPS wants a live dashboard that replaces the PPT performance review. Revolut India wants a Friday report and a monthly summary that matches the Sprout Social format they're leaving. Dabur wants an executive summary with email triggers. 5paisa wants their existing report templates replicated so the manual version can stop. Croma wanted the daily pull gone.

That work is invisible in a demo and enormous in reality. Reporting is the module that removes it.

Why it's now its own section

Dashboards, Reports, Alerts and the Playbook used to live inside AI Paid Media as tabs. They were never paid-media-only, a brand report draws on Consumer Insights, a moderation SLA report draws on Brand Moderator, a creative throughput report draws on AI Designer. Reporting is now top-level and spans every module, which is also the honest answer to "can I get one view across all of this?"

Value & insights we provide

  • Dashboards built by prompt, not by widget picker: describe the view, keep it, star it, share it, and open it back in chat to keep asking questions
  • Reports as saved analyses: written against live accounts, with a clear record of which ones have no delivery attached
  • Alerts as scheduled delivery: daily or weekly, by email, to a named recipient list, with a run history that proves it went out
  • Playbook: vetted diagnostic prompts across seven categories. Each tagged with expected impact and effort, so a junior marketer runs a senior analysis
  • Reports and alerts are separate objects on purpose: one analysis can serve several audiences on different cadences, and delivery can be paused without losing the report

The four screens

Dashboards (live metric cards across every module) → Reports (saved AI-written analyses) → Alerts (scheduled delivery + run history) → Playbook (the vetted prompt library).

Who uses it

The performance lead builds and owns dashboards. Leadership and clients receive the alerts. Agencies get scoped access to the dashboards for their accounts. In B2B and FMCG deals this is frequently the module that closes the sale.

Features in Reporting