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Shape offers easily-sharable read-only reports in the platform that you can send to clients or team members with the click of a button.
Learn how to generate and access Shape's in-platform reports at the company, client, and budget level.
Shape's in-platform reports can be easily shared and accessed by non-Shape users. You can easily share company-level reports with your management team or client/budget level reports with your customers with a few simple clicks.
Company reports provide a high-level overview of performance for all clients and budgets in your Shape account. These reports are useful for sharing PPC performance internally across organizations with Shape users and non-Shape users alike.
A Client report provides an overview of performance metrics for a specific client and their budgets. These reports are useful for sharing PPC performance data externally with your client or with other client success team members at your organization (without needing to grant them access to Shape).
A Budget report provides an overview of performance metrics for a specific Budget being tracked in Shape. These report is useful for highlighting how campaigns are progressing toward their Budget targets in real time without requiring you to grant your client access to the Shape platform.