Marketing intelligence, client reports, KPI tracking, and campaign analysis.
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Creative proofing, file annotations, version control, and client approvals.
Users & Access
Manage users, roles, portal permissions, and client assignments.
Leave & Availability
Team leave requests, holiday planning, and availability tracking.
Leave & Availability
Team Availability
See who's in, off, or away across the team
Upcoming Leave in My Departments
Approved leave for your department colleagues over the next 3 months
Approval Inbox
Review and manage leave requests
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Your allowance and upcoming time off
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Users & Access
Scooby AI Assistant
Customise the AI assistant that appears in the Reporting portal. These settings affect all users.
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Which company or companies this user belongs to
Client access is controlled at the company level. Edit the user's company to change which clients they can access.
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Admin
Dashboard
Client Accounts
Access Control
Users & Permissions
Client Configuration
Settings
Notifications
Send Report
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Admin
Email Notifications
Send Test Email
Debug logging: To enable console output, run localStorage.setItem('EMAIL_DEBUG','1') in the browser console, then refresh the page.
Admin
Integrations
Connections are portal-level — one Meta connection can supply shared assets to any number of clients.
Assign specific Pages, Instagram accounts, and ad accounts to a client from that client's Settings page.
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Admin
Reporting Metrics
Automatically created from each client's assigned assets — no need to create metrics one at a time. Rename, disable, or add extras below.
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Annual Performance
Year Overview
Primary KPI trend
Website traffic trend
KPI achievement %
Admin
Email Settings
Tip: In Outlook, File → Options → Mail → Signatures. Copy your signature HTML here.
✓ Settings saved
✎ Admin mode — report
⚠ Demo dataThese values are a fixed sample dataset, not retrieved from Meta. Real data will replace them automatically once Refresh Data succeeds.
Report:
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End of Month Report
Report 2026
Prepared by Karbon Creative
Prepared by
Karbon Creative
Published
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Confidential client report
Review comments
0 unresolved
General report comment
Audit Trail
Intelligence
Forecasting
Year-to-date performance projected to end of reporting year, based on current pace. <80% of expected = Needs Attention, 80–95% = On Track, ≥95% = Ahead.
Intelligence
Anomaly Detection
Flags unusual changes between months. Threshold: ±25% change triggers a flag.
Intelligence
Website Health
Reporting
Activity Log
Recent activity across every report — client views, submissions, approvals, publishing, and comment activity. For one report's own detailed history, open that report and use its Audit Trail.
Strategy Documents
Strategy and planning documents shared by your account team.
Intelligence
Opportunities Engine
Automatically surfaces actionable marketing opportunities based on report data patterns.
Intelligence
Client Health Dashboard
Strategic overview — KPI health, forecasting, anomalies, opportunities, and client satisfaction at a glance.
Client Health combines three pillars — Performance 45% (KPI pace and campaign goal achievement), Relationship 30% (client satisfaction) and Risk/Momentum 25% (anomalies, opportunities, strategic concerns) — each built only from real, assessable data. A pillar with nothing to measure drops out and the remaining pillars renormalise; with fewer than two pillars populated no overall score is shown, only the available piece and a confidence label. Trend vs. the previous snapshot is shown for context but is never itself scored. Website Health and Forecasting pace are shown separately and never contribute to this score.
Campaign Planning
Campaign Timeline
Client Strategy
Strategy PDFs
Upload and organise strategy documents per client and year. Share with clients optionally.
Admin Only — Hidden from clients
Internal Notes & Workspace
Report Building
Templates
Reusable report structures with pre-configured modules and blocks. Apply to any client when creating a new report.
Reusable single-module snapshots — blocks, configuration and layout for one report tab. Insert into any report from the "+" when adding a module, or manage them here.
Workflow
Kanban Board
Review
All Jobs
AI Tools
Brand & Copy Checker
Audit
Activity Log
Review Queue
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Scooby
Karbon Creative's report assistant 🐾
Upload strategy PDF
Add metric to library
Add module
Add report module
The module will be added as a new tab to the current report. You can add blocks to it via the report builder.
Save as template
Save as module template
Unchecked, blocks keep their structure but ask for a source to be picked each time this template is used (still shows what's needed, e.g. "Select a GA4 property for Sessions").
Insert a module template
Module template
Add note
Add internal note
Add asset
Link Facebook post
Post performance figures are current lifetime totals and are not restricted to the report period.
Add tasks
One task per line — paste or type as many as you like, they'll all be added at once.
Template sets which modules are visible. You can edit after creating.
Delete report?
Edit metric
Show in KPI summaryLower is better
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Job details
Client & folder
Review stage & assignment
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Pre-publish checklist
⚠ Admin override
This report is currently . Jumping directly to another status skips the normal review workflow — this is recorded as an override, separately from a normal transition, in the report's history.
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Add brand rule
Book Time Off
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People to book (select all who are attending)
Review leave request
Capacity warning
Approving this request may affect team capacity or overlap with a campaign:
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