Reports

Reports are the deliverable most marketers hand to an exec. Adlyse auto-generates them as PDFs, with narrative written by AI against your synced data and your guidelines.

Templates#

System templates ship out of the box:

• Weekly check-in (7-day window) — quick status read with wins/concerns and a next-period focus.
• Monthly performance (30-day window) — deeper trends, pacing, and creative performance.
• Optimization activity log — a digest of every decision logged against an account in the period.
• Executive KPI summary — short, numbers-first.
• QBR quarterly — comprehensive quarterly review.

You can also create org-owned templates by cloning a system template and editing its section list.

Generating a report#

From Reports → Create Report:

1. Pick a template.
2. Select one or more ad accounts (max 10).
3. Set the period (max 31 days).
4. Optionally override the title and section list.
5. Click Generate.

Adlyse creates the row with status pending, then moves it to rendering and finally ready (success) or failed (with an error code). Typical generation time is 10–30 seconds; complex reports with many accounts take up to ~2 minutes.

Volatility & report length#

Every report has a volatility band — Quiet / Normal / Volatile — computed from the period’s metric variance. The band scales the report length: quiet weeks produce concise reports, volatile weeks produce longer ones with more context on the anomalies.

Wins & concerns#

Reports automatically detect wins and concerns by comparing actual metrics against targets. Beating a target by more than 10% is a win candidate; missing by more than 10% is a concern. The AI section picks the top 3 of each and writes the narrative.

Performance targets#

Configure targets from Reports → Targets. Each target binds a metric (spend, conversions, CPA, ROAS, CTR, impressions) to a period type (daily / weekly / monthly / quarterly) and a value — at the org level, per ad account, or per campaign.

Scheduled reports#

The Schedules page lets you set up recurring generation and delivery. Pick a template, cadence, and delivery channels (in-app, email, Slack, portal), and Adlyse queues the report automatically at the cadence.

Approval workflow#

For client-facing reports you can require an internal reviewer before the PDF is delivered to the recipient. Reports in that flow move through pending_review → approved (ready for delivery) or rejected. Configure this per template.

From MCP#

adlyse-reports exposes the full reports surface for external AI agents:

• list_report_templates, list_reports, get_report (read)
• generate_report (create + queue)
• list_report_targets (context for wins/concerns)