Create and share reports

Reports let you package analytics into a stakeholder-friendly format with branding, templates, and scheduled delivery.

Screenshot note: report-specific screenshots are still pending in the shared Tareno screenshot library. This guide currently uses the closest available analytics screens from the same source set.

Before you start

• Make sure your plan includes access to reports.
• Confirm that your channels already have analytics data.
• Prepare any logo, brand colors, or recipient list you want to use.

Build a report

1. Open Dashboard -> Analytics -> Reports.
2. Choose the reporting period and detail level.
3. Select or create a template.
4. Add branding details such as colors, logo text, and subtitle.
5. Generate a preview and confirm the output.
6. Share it manually or create a recurring delivery schedule.

Use the report workflow effectively

• Keep one template for executive summaries.
• Keep another template for deeper client or team reviews.
• Reuse scheduled delivery for recurring weekly or monthly updates.

What to do next

If you need branded assets before sharing reports, continue with Set up your brand kit.