Reports · written, edited, scheduled # Automated marketing reports, written for you to sign. Trackingplan writes your marketing reports from site traffic, ad accounts, GA4 or Adobe and your warehouse. You edit them, sign them and schedule them. Ask once in plain English; the charts and what changed come with it. [Start free trial →](https://app.trackingplan.com/signup) [Book a demo](/demo) **Conversion measurement issues** trackingplan · app ![Trackingplan Reports: the list of reports and an open report with its executive summary and priority issues.](/images/docs-reports-overview.png) Ask it ## Ask for the report, not the spreadsheet The agent works from your real traffic, investigates before it answers, and shows the evidence. Two threads a paid media lead would open here. **Trackingplan** demo workspace **You** · Paid Media Lead Leads by platform this week — what changed? count · lead · meta, google\_ads, organic · 7d · per daychanges · campaigns · 7d **Trackingplan** **Meta leads fell 40% from Wednesday**, when three prospecting campaigns were paused on that platform. It’s a change in the incoming traffic, not in tracking: Google Ads and organic held their level, and every lead form still reaches all three platforms. Suggested next actions [Add the organic campaign to this report](/#ask=Leads%20by%20platform%20this%20week%20%E2%80%94%20what%20changed%3F) [Send the full breakdown to #analytics](/#ask=Leads%20by%20platform%20this%20week%20%E2%80%94%20what%20changed%3F) [Continue this thread with the agentSend](/#ask=Leads%20by%20platform%20this%20week%20%E2%80%94%20what%20changed%3F) Sample workspace: questions, answers and figures are illustrative. To try it on your own data, [start your free trial](https://app.trackingplan.com/signup). **Trackingplan** demo workspace **You** · Paid Media Lead Every Monday at 8am, email the paid media team the conversion gaps across Meta, Google and TikTok, with the fixes. create\_automation · weekly · Mon 08:00 · email · paid-media@compare\_conversions · purchase · Meta, Google Ads, TikTok vs GA4 · 7d **Trackingplan** **Automation created.** Every Monday at 08:00 in your timezone the paid media team gets one email: the purchase gap between GA4 and each ad platform for the previous week, what explains it, and the fix whenever the cause is an implementation error rather than attribution. **This is what next Monday’s would say today.** Meta +6.8% against GA4 (view-through and iOS consent, expected). Google Ads −3.1% (expected: enhanced conversions off on two campaigns). TikTok −41% (not expected: the pixel drops `value` when the cart has a coupon since release v91, 1,240 purchases affected). The TikTok item comes with the hits and the line to change in the tag. It goes to paid-media@northwind.example and to Ashley. A fix is only included when the cause is in your tracking; attribution differences are explained, not “fixed”. weekly · Mon 08:00 · email · 3 platforms vs GA4 Suggested next actions [Add Pinterest and send it to Slack too](/#ask=Every%20Monday%20at%208am%2C%20email%20the%20paid%20media%20team%20the%20conversion%20gaps%20across%20Meta%2C%20Google%20and%20TikTok%2C%20with%20the%20fixes.) [Only send it when a gap is outside its normal range](/#ask=Every%20Monday%20at%208am%2C%20email%20the%20paid%20media%20team%20the%20conversion%20gaps%20across%20Meta%2C%20Google%20and%20TikTok%2C%20with%20the%20fixes.) [Show me the first run](/#ask=Every%20Monday%20at%208am%2C%20email%20the%20paid%20media%20team%20the%20conversion%20gaps%20across%20Meta%2C%20Google%20and%20TikTok%2C%20with%20the%20fixes.) [Continue this thread with the agentSend](/#ask=Every%20Monday%20at%208am%2C%20email%20the%20paid%20media%20team%20the%20conversion%20gaps%20across%20Meta%2C%20Google%20and%20TikTok%2C%20with%20the%20fixes.) Sample workspace: questions, answers and figures are illustrative. To try it on your own data, [start your free trial](https://app.trackingplan.com/signup). In the product ## What a report does for your team - Reports · one per reader ### The report each team reads, written for them. Analysts get the weekly tracking health report. Paid media gets performance and data quality by campaign. The DPO gets EU consent compliance. Everyone gets the checkout funnel for the last 30 days. Each one opens with an executive summary and the priority issues, then the charts that back them. - Sources · the numbers behind every chart ### Site, ads, analytics and warehouse in one report. A report reads the hits Trackingplan sees on your site, spend, clicks, CTR, CPC, conversions and ROAS from eleven ad platforms, the metrics in GA4 or Adobe Analytics, and the tables in your BigQuery warehouse. Every chart has View data, so nobody has to trust a bar on faith. **Site, ads, analytics and warehouse in one report** trackingplan · app ![A report chart with its menu: View chart, View data and View fullscreen.](/images/docs-reports-chart-menu.png) - Edit · your touch ### You correct it. You sign it. Ask in plain English in Report mode, or start a blank report. Then change the text yourself or tell Trackingplan what to change. Every save is a new version with its author, and you can restore any earlier one. **You correct it. You sign it.** trackingplan · app ![A Trackingplan report in edit mode, with the box to tell Trackingplan what to change.](/images/docs-reports-edit.png) - Refresh and schedule ### Same analysis, new period. Refresh a report for yesterday, the last 7 or 30 days, last week, last month or your own dates, with instructions for that run. Or schedule it daily, weekly or monthly, and it arrives without anyone rebuilding it. **Same analysis, new period.** trackingplan · app ![Refresh this report: choose the period and add instructions for the refresh.](/images/changelog-update-a-report-to-another-period.webp) - Share · where people read ### Your team, a client, or a public link. Keep it private, share it with your plan, or publish a link that needs no sign-in. Email it to anyone, clients and managers without an account included, or post it in Slack or Teams. Download it as PDF or HTML, and see who opened it. **Your team, a client, or a public link.** trackingplan · app ![Share report: Private, Team or Public link.](/images/changelog-share-a-conversation-or-a-report.webp) - Agencies · your brand ### Client reports with your logo. Send every client a report in your agency's logo and colors, with the evidence behind each number. Agencies already get hours back: On Top Media 25 to 30 a month, Elogia 12. Book a demo ## Let’s see if we’re a match, data-style. This isn’t a sales call. It’s a chance to understand what matters most to you, discuss any data quality concerns you may have, and share practical ways Trackingplan could support your goals, if it makes sense. [Book a demo →](/demo) [Start free trial](https://app.trackingplan.com/signup) FAQ ## About reports. ?What is a Trackingplan report? tp A written analysis that Trackingplan builds and keeps for you: text, charts and tables you can edit, refresh and share. Use a thread for a question, and a report for an analysis you want to keep and send. ?Which data can a report use? tp The traffic Trackingplan sees on your sites and apps (events, pixels, properties, consent and destinations), your connected ad accounts on eleven platforms (spend, clicks, CTR, CPC, conversions, value and ROAS), GA4 or Adobe Analytics, and your BigQuery warehouse. ?Does AI write it without anyone checking? tp No. Trackingplan drafts and calculates; you correct and sign. Every change is saved as a version with its author, and each chart shows the numbers behind it. ?Who can receive it? tp Anyone. Send it by email to people with or without a Trackingplan account, post it in Slack or Teams, share it with everyone on your plan, or publish a link that needs no sign-in. You can also download it as PDF or HTML. ?How often can it run? tp Daily, weekly or monthly, on the day you choose. **On demand** keeps the settings and sends nothing, and ** Test send** sends the current version marked as a test. ?Can an agency send reports with its own brand? tp Yes. Reports carry your agency's logo and colors, so each client receives them as yours. More of Trackingplan - [Monitoring · always on**Every hit, every hour, every event — watched.**](/landings/monitoring) - [Install · 30 seconds**One tag. Your entire data layer monitored.**](/landings/install) - [Coverage · every platform**If it leaves the browser, the app or the server, we see it.**](/landings/coverage) - [Schema · semantics & context**The context your AI needs, built automatically.**](/landings/schema) - [For performance teams**Stop bidding blind on Meta, Google, Bing and TikTok.**](/landings/paid-media) - [For digital analytics teams**Automate the work that consumes your analytics capacity.**](/landings/data-analyst) - [For privacy & legal**Catch PII leaks and consent breaches before legal does.**](/landings/privacy) - [Agencies & consultancies**Every client’s tracking, audited every day, without a bigger team.**](/landings/agencies) - [Automation**Describe it once. Runs forever.**](/landings/automations) - [Journey explorer · real sessions**Complete visibility into your users data, every step of the way**](/landings/journey-explorer) - [Monitoring · iOS, Android, backend**Always accurate mobile analytics, even as your apps evolve**](/landings/app-tracking-monitoring) - [For developers**Your QA engineer for the dataLayer, the SDKs and every release.**](/landings/qa) - [AI analytics agent · for marketing teams**An AI analytics agent that tells you why conversions dropped.**](/landings/ai-analytics-agent) **Chats** × Send Sample workspace: questions, answers and figures are illustrative. To try it on your own data, [start your free trial](https://app.trackingplan.com/signup).