Docs

Reporting

The report builder, widgets, AI summaries, scheduling, white-label, and export.

The report builder

The builder is a drag-and-drop canvas that always edits against live data. When you create a report, CrunchJunky picks a smart default layout for the channel you're reporting on — paid search, social, or SEO — so the most useful widgets are already in place. Drag any widget to reorder it, resize it across the grid, or remove it entirely. Each report is tied to a client and a date range. Change the range at the top and every widget updates at once. Add a comparison period (previous month, previous year, or a custom window) and your metrics gain change indicators automatically. Because there's no separate render step, the canvas you build on is identical to what your client sees — no surprises after you hit send.

Widgets and data modules

Widgets are the building blocks of a report. Scorecards show a single headline metric with its change versus the comparison period. Time-series charts plot a metric across the date range. Tables break performance down by campaign, ad group, landing page, or any other dimension the source exposes. There are also channel-split donuts, goal-progress bars, and text blocks for your own commentary. Every widget pulls from a connected data source, and many can blend metrics across channels — for example, total spend across Google Ads and Meta in one scorecard. Click any widget to change its metric, dimension, visualisation, or date treatment. Sensible defaults mean you can often leave a smart layout almost untouched and still ship a clean, accurate report.

Crunch AI summaries

Crunch AI reads the live numbers inside a report and writes a short executive summary — typically three numbered insights that call out what changed and why it matters. It flags anomalies, such as a sharp ROAS drop or a budget-limited campaign, so your client hears about issues from you first rather than spotting them in the data. The summary streams in within seconds and is fully editable: tweak a sentence, delete an insight, or regenerate the whole thing if the report's date range or data changes. When a report is delivered on a schedule, the summary is regenerated from the latest data each time, so it's never stale. AI output is informational and always under your control — nothing is sent to a client until you're happy with it.

Scheduling and delivery

Open any report and click Schedule to put it on autopilot. Pick weekly, monthly, or a custom cadence, set the send time, and add recipients. On each scheduled run CrunchJunky refreshes the data, regenerates the Crunch AI summary, and sends a branded email from your domain. You control the payload: a live link that always shows current numbers, a PDF attachment, or both. The Delivery tab keeps a full log of every send with delivery and open tracking, so you can confirm a client received their report without asking. Pause or edit a schedule at any time — changes take effect on the next run.

White-label and custom domain

White-label settings live under Settings → Branding. Upload your logo, set your brand colour, and choose the sender name and address scheduled emails go out from. Reports — both live links and PDFs — then carry your identity instead of ours. On eligible plans you can also connect a custom domain so live report links sit on your own URL (for example, reports.youragency.com). Add a CNAME record at your DNS provider, verify it in CrunchJunky, and the platform handles the SSL certificate automatically. The result is reporting that looks like a product your agency built.

PDF export and live links

Every report can be shared two ways. A live link gives your client an always-current view that reflects the latest daily sync — ideal for stakeholders who like to check in between formal updates. A PDF export produces a pixel-perfect, white-labelled document for clients who prefer an attachment they can file or forward. Both outputs render from the same underlying report, so they never diverge. Export a PDF on demand from the report header, or attach one automatically to a scheduled delivery. Live links can be access-controlled so only intended recipients can open them.