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Reporting

Say goodbye to reporting-day dread

Describe the report you need and Jepto builds a custom dashboard with written analysis, so clients see exactly what your work delivered.

Gekko Toys Gekko Toys
Claude Claude Opus
Describe your report below
Jepto reads client context, pulls live data, then builds an editable report.
Jepto is thinking
Planning report structure
Pulling live data

Traffic

Weekly · last 5 weeks
Organic 48.2K
Paid 31.5K
Conversions 740
W1W2W3W4W5
Updated
Describe the report you want…
circle-4circle-3circle-1circle-2
Product Tour

The whole reporting process, in one short video.

Watch Jepto go from a typed brief to a fully populated report with written analysis — the work that used to take an afternoon, done while you watch.

On-demand Agent

Skip the blank canvas. Get a finished draft on demand.

Stop building dashboards from scratch. Type your brief, choose your AI model, and let your report agent handle the initial layout and metric wiring. You start with a fully populated report that you can edit, drag, resize, and refine.

Report preview
Strategic analysis

AI Analyst

The charts are the easy part.
The analysis is where you lose the afternoon.

Traditional tools show clients what happened, but leave it to you to explain why. Jepto's AI Analyst Agent writes the monthly narrative for you — pulling from your full performance data, budgets, and goals to explain the "why," and tailoring tone and language to whoever's reading it, from C-suite clients to internal teams.

Gekko Toys · April performance
Monthly report · 12 cards · 5 sources
AI Analyst
Executive summary Report-level

Awaiting analyst narrative…

Real Context

AI that actually knows your client's business.

Generic AI tools generate from a blank slate — same template, different logo. Jepto's Analyst Agent pulls from your client's actual business: their goals, industry, brand voice, and performance history, so every summary reads like it was written by someone who's been in the account for years.

VS
Standard AI
Context Provided
Chart Data
Generated Analysis
Jepto AI Jepto AI Analyst
Context Provided
Chart Data
KPI Targets
Client Notes
Historical Data
Industry Trends
+ 3 more
Generated Analysis
Every Channel

End the browser tab circus.
One report, every channel.

Connect GA4, Meta Ads, Google Ads, Search Console, and more in seconds. Your agent blends cross-channel metrics seamlessly into the grid, making it effortless to organize your data exactly how you like it without a single spreadsheet export.

Unified performance report
Sessions
124K
Conv.
2.4K
ROAS
4.8×
Master Reports

Maintain one master.
Update every client report at once.

Traditional reporting tools force you to clone dashboards, meaning a single KPI change requires hours of tedious copy-pasting across every account. With Jepto, you build a master report once. Every linked client report automatically inherits its layout and structure, while still allowing account managers to customize client-specific data ranges, titles, and written commentary without breaking the link.

Master Report
Agency performance layout
April · KPIs + bar, donut, table
Linked ×2
Updating linked reports…
White-labeled

Your branding. Your domain.
Invisible by design.

Think of us as your silent partner - never named, never seen. Dashboards run on your domain, wear your brand colors, and reports land in your client's inbox from your agency's email. Jepto does the work. You get the credit.

April report · Gekko Toys
jep.to/a1b2c3d4e5
| Gekko Toys
Reports Clients
April performance report
Gekko Toys · Auto-delivered monthly
Sessions
48.2K
Conv.
740
ROAS
4.2×
Sent from hello@youragency.com
Templates

Create Card, Page and Report templates to save you time.

Save any card, page or entire report as a template, then drop it into any client in a couple of clicks.

Templates are starting points: the new report is independent the moment it's created, so account managers can take it wherever that client needs to go. When you'd rather every client stayed in step with one definition, use a master report with linked reports instead.

Template library
Saved once, reused anywhere
Cards · pages · reports
New client report
Gekko Toys — April
Built from templates
Independent copy
Empty report
Applying templates…
Scheduled Delivery

Set the schedule once. Clients get the report on time.

Pick a preset or a custom cadence in plain English. Recipients get a branded email with a live link — edit the template once, and every send uses it.

Email schedule
Customize your report delivery preferences, recipients, and schedule to keep everyone informed.
Schedule
Daily at 9:00 am
Daily
Daily at 6:00 am
Daily at 8:00 am
Daily at 9:00 am
Weekly
Monday at 9:00 AM
Tuesday at 9:00 AM
Friday at 9:00 AM
Sunday at 8:00 AM
Monthly
1st of the month at 9:00 AM
7th of the month at 9:00 AM
Last day of the month at 9:00 AM
Custom
Custom Schedule
Advanced Settings
Custom Schedule Expression
Describe the schedule in plain English
Describe what you want...
Every other month on 1st at 9am Every quarter on the 10th at 9am Every weekday at 7:30am
To
david@gekkotoys.com karen@gekkotoys.com
Subject
June performance is ready
Close Schedule
June performance is ready
Prepared for Gekko Toys
Hi David,
Your monthly report is live. Open the dashboard to see the full picture.
View shared report
© Jepto 2026. All rights reserved.
Recipient Activity

Know who opened the email and viewed the report.

Every recipient gets a last viewed date and time when they open the email or the live report. Follow up with the people who have not looked yet.

Recipient activity
Last viewed after the scheduled send.
Sent 2 Jun 2026, 9:00 am 3 recipients
David
david@gekkotoys.com
Sent
Karen
karen@gekkotoys.com
Sent
Jenna
jenna@gekkotoys.com
Sent

Frequently asked questions

Everything you need to know about Jepto.

1. What is Jepto and how is it different from other marketing reporting tools?

Traditional reporting tools hand you a blank canvas and a library of widgets—meaning you still have to build every dashboard from scratch.

Jepto is an AI reporting tool that builds the report for you. Instead of dragging and dropping charts, you just describe what you need in plain English. Jepto’s AI instantly assembles the full dashboard—complete with metrics, charts, and a written performance summary tailored to your client’s goals. It’s not a template with AI bolted on; the AI does the heavy lifting so you start with a client-ready draft.

2. How does the AI report builder work? What do I have to do?

All you have to do is type a simple prompt. For example, you could type: "Build a monthly performance report for Gekko Toys covering SEO, Facebook Ads, and GA4 traffic." Jepto instantly pulls the live data from your connected sources, designs the layout, chooses the right metrics and chart types, and writes the strategic commentary. You get a complete, multi-channel marketing report in minutes instead of the hours it takes to build by hand.

3. Can I edit the marketing dashboard after the AI generates it?

Yes, you are always in total control. Jepto gives you a finished first draft, but nothing is locked in. You can modify your report in two ways:

  • Ask the AI: Just type a change like, "Make the traffic chart monthly, add conversions, and swap the date range." The report will update instantly.
  • Do it manually: You can click to edit any card, rearrange the layout, or type directly into the written analysis to add your own insights.
4. Does Jepto just auto-generate generic text, or does it actually analyze the data?

It acts as a dedicated AI Analyst Agent tailored to your agency. Jepto doesn’t just pull data into charts and spit out generic, robotic summaries that state the obvious.

When you set up a report, Jepto spins up a specialized AI agent that reviews your data like a human analyst would. You can completely guide this agent, giving it specific instructions on the exact tone of voice to use, which goals to prioritize, and what nuances to highlight. It combines your custom guardrails with live channel data, client websites, and campaign notes to produce deeply strategic, relevant commentary.

5. Can I choose which AI model powers my reports?

Yes. You have total control over the AI engine. Unlike other platforms that lock you into a single, hidden AI model, Jepto lets you select the specific LLM that drives your report creation and analysis.

Whether your agency prefers the reasoning and writing style of Claude, GPT, Gemini or another leading model, you can choose the best engine for your reporting workflow. This allows you to match the model to your specific data complexity and narrative needs.

6. What marketing data sources and integrations does Jepto support?

Jepto connects directly to all major marketing and analytics platforms, including:

  • Google Ecosystem: Google Analytics 4 (GA4), Google Ads, Google Search Console, Google Business Profile.
  • Paid Media: Meta Ads (Facebook & Instagram), Microsoft Ads, LinkedIn Ads and more.

You can connect multiple accounts from the same platform, blending your data into a single, real-time cross-channel report without exporting spreadsheets or juggling browser tabs.

7. Can I white-label these reports for my agency clients?

Absolutely. Jepto is built specifically for agencies to look like an in-house solution. You can fully white-label your reporting by adding your agency’s logo, brand colors, and hosting dashboards on a custom domain.

When it comes to delivery, Jepto stays completely invisible:

  • Live Links & Static Exports: Share a secure, live dashboard link clients can bookmark, or download a clean PDF export.
  • White-Labeled Automated Emails: Set up automated delivery schedules so reports land in your client’s inbox on autopilot—sent directly from your own agency email address, not a generic Jepto account.
8. Can I use templates to manage reports for multiple clients at scale?

Yes, using our advanced Master Report and Linking feature. Traditional reporting tools force you to duplicate a dashboard repeatedly, so a single layout or KPI change can take hours of manual copy-pasting across dozens of client accounts.

With Jepto, you build a master report just once. Every linked client report automatically inherits its structure, charts, metrics, and layout directly from that master definition.

  • Instant, Automated Updates: When you modify the master report, every linked client report updates automatically on its next reload—no manual syncing or bulk editing required.
  • Per-Client Customization: You can still easily customize client-specific details like report titles, unique reporting date ranges, branding themes, and written analysis on individual reports without breaking their link to the master report.
9. How long does it take to set up automated client reporting?

Most agencies are up and running in under 5 minutes. The setup is incredibly simple: create a client profile, link their data sources, and type your first prompt. Because there are no complex templates to wire up or dashboards to map out, you don't need a technical data analyst to get started.

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