Scheduling Automated Client Reports

Prerequisites

Automated report scheduling is available exclusively on the Pro plan ($75/month per connected ad account). If you are on the Free plan, you can still create client reports manually -- one report with 90-day retention -- but the scheduling feature requires a Pro subscription. During the 15-day free trial, scheduling is fully available so you can test it before committing.

Before setting up a schedule, you need three things in place. First, at least one connected ad account (Google Ads, Microsoft Ads, or Meta Ads) with synced performance data. Blueprint needs historical data to populate the KPIs, charts, and trend lines that appear in each report. If you just connected an account, allow one full sync cycle (up to 6 hours) for data to become available. Second, at least one client profile with ad accounts mapped to it. Navigate to Settings → Clients to create or verify your client profiles. Third, Owner or Manager permissions in your workspace -- Analysts and Viewers cannot create or manage report schedules.

If you have not set up white-label branding yet, do that first. Scheduled reports use the same branding configuration as manual reports -- your agency logo, primary color, and each client's logo and color. See the Creating White Label Reports guide for a full walkthrough of agency branding and client profile setup.

Setting Up a Schedule

Navigate to Reports → Client Reports and click the Schedule tab. This is where you manage all recurring report schedules for your workspace. Click New Schedule to create your first one.

The schedule form has four fields:

• Client -- select the client this schedule applies to. The dropdown shows all active clients in your workspace along with their mapped ad account count. Each client can have one active schedule at a time.
• Frequency -- choose Monthly or Quarterly. Monthly schedules generate a report covering the previous calendar month. Quarterly schedules cover the previous three calendar months. In both cases, Blueprint waits until all data for the period has synced before generating the report.
• Day of month -- select which day of the month the report should be generated (1st through 28th). For monthly schedules, this is the day each month. For quarterly schedules, this is the day within the first month of the new quarter. Most agencies choose the 1st through the 5th to deliver reports shortly after each period closes.
• Auto-send -- toggle this on to automatically deliver the report via the client's secure share link. When auto-send is off, the report is still generated on schedule but held in draft status for your review before sharing.

After saving, the schedule appears in your schedules list with a summary showing the client name, frequency, next generation date, and auto-send status. You can edit, pause, or delete schedules at any time. Pausing a schedule temporarily stops generation without losing the configuration -- useful when a client engagement is on hold.

Report Content and Branding

Scheduled reports are generated automatically from the latest synced data for the reporting period. Each report includes the same eight sections as a manually created report: the branded header with dual logos, executive summary KPIs with period-over-period comparisons, performance breakdowns by account, conversion metrics, trend charts, and the recommendations section.

Branding follows the same color resolution hierarchy as manual reports. If the client has a primary color set, that color is used for the report header and accents. If not, your agency's primary color is used. The dual-logo placement -- agency logo on the left, client logo on the right -- appears automatically based on whatever logos are configured in your agency branding and the client's profile.

One important difference from manual reports: scheduled reports do not include hand-written "What We Did" entries or custom recommendations, since those require manual input. If you want to add those sections, turn off auto-send and review each generated report before sharing. You can edit the report to add your team's activity notes and forward-looking recommendations, then share manually. Alternatively, keep auto-send on for the data-driven sections and send a separate communication with your strategic commentary.

AI-generated executive narratives are included in scheduled reports on the Pro plan. Blueprint analyzes the performance data for the reporting period and writes a summary paragraph highlighting key trends and notable changes. Since this runs automatically, you may want to review the first few generated reports to ensure the AI narratives meet your standards before relying on auto-send.

Delivery and Shared Links

When auto-send is enabled, Blueprint generates a secure, tokenized URL for each report and delivers it to the client. The share link uses a cryptographically secure token -- it is not guessable and cannot be enumerated. When your client opens the link, they see the full branded report rendered in their browser. No Blueprint account or login is required.

Each scheduled report gets its own unique share link. Over time, this builds a library of report links that clients can revisit at any time. Monthly reports from January, February, March -- each has its own permanent URL. On the Pro plan, these links never expire. Clients can bookmark them or reference past reports whenever they need to review historical performance.

In addition to the web view, every report is available as a PDF export. The PDF contains the same content and branding as the web view, formatted for print or offline reading. You can download the PDF from the report detail page and attach it to an email if your client prefers that delivery method. The PDF uses the same dual-logo header, color-coded KPIs, and trend charts as the browser version.

If you need to revoke access to a specific report, you can disable its share link from the report detail page. This immediately prevents the link from loading -- useful if a report was sent with incorrect data or if a client relationship ends.

Monitoring Delivery Status

Morning Pulse -- Blueprint's daily operational summary -- includes scheduled report delivery status in its feed. When a scheduled report is successfully generated and delivered, Morning Pulse shows a success entry with the client name, report period, and share link. If generation fails for any reason -- such as missing data or a sync issue -- Morning Pulse flags it with a failure notice so you can investigate immediately.

Common reasons for delivery failure include: the client's mapped ad accounts have not completed their sync for the reporting period, a connected ad account has been disconnected or had its authorization revoked, or the workspace subscription has lapsed. In each case, Morning Pulse provides enough context to diagnose the issue. Fix the underlying problem and the next scheduled generation will proceed normally. You can also manually trigger a report for the missed period from the Client Reports page.

For agencies managing many clients, the Schedule tab in Reports → Client Reports provides an overview of all active schedules with their last generation status and next scheduled date. This gives you a single view to confirm that all client reports are running on time. If a schedule shows a failed status, click into it to see the error details and re-trigger generation.