> ## Documentation Index
> Fetch the complete documentation index at: https://help.autoady.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and deliver a client report

> Review a report snapshot, add context, and verify its link or scheduled delivery.

Share a report that identifies the account and period and explains the results honestly. Check the report itself before sending its link to a client.

## Create a report link

1. Open **Home** for the intended account and select the reporting period.
2. Review the results and reporting limitations, then choose **Share snapshot**.
3. In **Client report**, check the account, dates, included campaign count, and available snapshot context.
4. Add a **Client summary** when useful. Explain the observations, work performed, and remaining questions; avoid unsupported causal claims.
5. Choose **Create report link**, or **Share without summary** if you deliberately leave the summary empty.
6. On **Your report is ready**, choose **Open report**. Inspect the resulting page and copy the link only after it is correct.

A shared report is a snapshot of the report you created. It should not be assumed to show a newly refreshed live period every time someone opens it. Anyone with the report link can view it without signing in to AutoAdy. Send it only to intended recipients.

## Configure recurring reports

Open **Settings → Reporting** for the selected account. Configure the available weekly or monthly schedule, recipients, send day and hour, and **Attach PDF copy** option. Save and verify the enabled state and last-run status.

A skipped run can be expected when the period has no spend; the product avoids sending an empty client report. A run blocked by plan access or a delivery failure needs its displayed recovery. Check delivery state as well as report generation.

For broader recurring work, use [Scheduled tasks](/automation/scheduled-tasks).

## Use report branding

Where your plan supports it, configure workspace identity in **Settings → Branding** and account report options in **Reporting**. A branded report URL needs a generated report token; a custom slug alone does not produce a report.

## If the link is wrong or missing

Check the selected account and period before making a new snapshot. If no active report exists, create one from Home first. If a scheduled report failed, inspect the last result and recipient configuration before retrying.

Next: [Understand result definitions](/intelligence/metrics) or [get help](/help/contact).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.