Reporting & Scheduling

Automated Reports That Deliver Insights on Schedule

Build custom reports with the metrics that matter, schedule them for daily, weekly, or monthly delivery, and control exactly who sees what. No more manual spreadsheets. No more Monday-morning data pulls.

Report builder dashboard showing a custom report with metrics, scheduling panel, and delivery status

Move your most important metrics with ObserviX

8 hrs

Saved per week on manual reporting and data pulls

100%

Of stakeholders get reports on time, every time

< 5 min

To build and schedule a custom report from scratch

Zero

Spreadsheets needed — reports build and deliver themselves

THE REPORTING BOTTLENECK

Your Team Spends More Time Building Reports Than Acting on Them.

Every Monday, someone pulls data from GA4, exports it to a spreadsheet, reformats it, and emails it to stakeholders who asked for slightly different metrics. By the time the report lands, the data is stale and the insights are obvious. Meanwhile, leadership asks "where’s my weekly report?" and clients ask "can you send me an update?"

ObserviX eliminates the reporting bottleneck entirely.

Custom report builder with drag-and-drop metrics and visual layout designer
Custom Report Builder

Build Reports With Exactly the Metrics You Need

Drag and drop metrics, dimensions, and date ranges to create reports that answer your specific questions. Choose from attribution data, traffic sources, conversion paths, revenue metrics, and engagement scores. Visual report designer lets you see the layout before you schedule.

  • Drag-and-drop metrics, dimensions, and date ranges
  • Attribution, traffic, conversion, and revenue data in one place
  • Visual layout preview before scheduling
Scheduling panel with cadence options, recipient list, and delivery calendar
Automated Scheduling

Set It Once. Reports Deliver Themselves.

Schedule reports for daily, weekly, or monthly delivery. Choose your recipients, set the cadence, and forget about it. Every stakeholder gets the exact report they need, on time, in their inbox. No more manual exports or reminder emails.

  • Daily, weekly, or monthly delivery cadence
  • Per-recipient report configuration
  • Zero manual exports — runs fully automatically
Access management with role badges, client sharing, and permission controls
Access Management

Control Who Sees What — Down to the Report Level

Assign viewer, editor, or admin roles to team members. Share specific reports with external clients without exposing your full dashboard. Perfect for agencies managing multiple client accounts with different permission levels.

  • Viewer, editor, and admin role assignments
  • Client-level report sharing without full dashboard access
  • Per-report permission controls for multi-client agencies
Why It Matters

What Automated Reporting Changes for Your Team

Eliminate Manual Reporting

Stop spending hours in spreadsheets every week. Reports build themselves with live data and deliver on schedule.

8+ hours saved per week

Keep Leadership Informed

Executives get the metrics they care about — on their schedule, in their inbox. No more "where's my report?" messages.

100% on-time delivery

Prove ROI on Autopilot

Automated attribution reports show exactly which channels drive revenue. Board-ready data without the board-prep scramble.

Always-current ROI data

Client Reporting for Agencies

Share branded, role-controlled reports with clients. Each client sees only their data, delivered on a cadence you control.

Professional client reporting

From blank report to automated delivery in minutes

Three steps. No developer needed. Reports start delivering immediately.

1

Build your report

Choose metrics, dimensions, and date ranges. Drag and drop to arrange the layout. Preview before scheduling.

2

Set schedule and recipients

Choose daily, weekly, or monthly delivery. Add recipient emails. Set role-based access for each stakeholder.

3

Reports deliver automatically

Reports generate with live data and land in inboxes on schedule. Stakeholders always have current insights.

Three-step flow: Build your report, set schedule and recipients, reports deliver automatically

"We used to spend every Monday morning pulling reports for 6 different stakeholders. Now ObserviX delivers customized reports to each one automatically. Our team reclaimed 10 hours a week — and leadership actually reads the reports because they arrive on time with exactly the metrics they asked for."

Sarah Mitchell profile image

Sarah Mitchell

Head of Marketing Operations, B2B SaaS Platform

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