Getting started

Head to the sign-up page and register with your work email, or use "Continue with Google" to skip the password step. When you sign up, CrunchJunky automatically creates a workspace — the shared container for your clients, data sources, reports, and team members. Most agencies run a single workspace for the whole company; you only need more than one if you operate genuinely separate businesses. Once you're in, give the workspace a name and upload your logo under Settings → Workspace. The logo and brand colour you set here flow straight into your white-label reports, so it's worth doing on day one. Your 14-day free trial starts the moment you create the account — no card required — and you keep full access to every feature for the duration of the trial.

Open Integrations from the left-hand nav and pick the platform you want to connect first — most people start with Google Ads or GA4. Click Connect, and you'll be sent to the provider's own OAuth screen to authorize access. CrunchJunky never sees your platform password; you grant a scoped, revocable token that we store encrypted. After you authorize, choose which ad accounts or properties to import. A single OAuth connection can expose several accounts (an MCC, for example), so select only the ones you actually report on to keep your workspace tidy. The first sync runs immediately and usually completes within a minute or two; after that, data refreshes automatically every day. If a connection ever needs re-authorizing, you'll see a clear banner on the Integrations page well before it affects a report.

Go to Reports → New report and assign it to a client. CrunchJunky starts you on a smart default layout based on the channel you connected, so you're never staring at a blank page. Every widget is editable: drag to reorder, click to change the metric or date range, and add comparison periods to show change over time. Everything renders against live data as you build, so the preview you see is exactly what your client will get. When the layout looks right, let Crunch AI draft the executive summary — it reads the numbers in the report and writes a few plain-language insights you can edit or regenerate. Save the report as a template if you'll reuse the structure for other clients.

Reporting is rarely a solo job, so invite colleagues under Settings → Team. Enter their email and pick a role: admins can manage billing and integrations, while members can build and deliver reports. Invitees get an email link and join straight into your existing workspace, sharing the same clients and data sources. Seats are included with your plan up to the plan's limit — see the Account & billing guide for the specifics. Removing someone immediately revokes their access without affecting any reports they built.

Once a report is ready, open it and click Schedule. Choose a cadence — weekly, monthly, or a custom interval — set the send time, and add recipient email addresses. From then on CrunchJunky pulls fresh data, regenerates the AI summary, and emails a branded report on your chosen day without anyone lifting a finger. You can attach a PDF, include a live link, or both. Every send is logged with delivery and open status under the report's Delivery tab, so you always know the client received it. That's the whole loop: connect once, build once, and let the reports send themselves.