Build agency-level reports that aggregate across every connected client brand. P&L, marketing, order summary, and period comparisons - exportable as white-label PDFs.

Agency Portfolio Reports

Portfolio reports at /dashboard/portfolio/reports are the agency-level counterpart to the per-brand Reports library. They aggregate metrics across every connected client brand into a single report - useful for board updates, internal portfolio reviews, or sending consolidated client decks.

Available on: Agency workspaces only. Per-brand merchant reports remain available inside each client workspace via the standard Reports page.

Available Templates

The reports library ships seven agency-specific templates. Each one rolls data up across the portfolio rather than scoping to a single brand.

Template	What it shows
P&L Report	Full profit & loss waterfall across all brands - revenue, COGS, ad spend, fulfillment, OPEX, net profit
Marketing Overview	Ad spend, ROAS, and campaign performance across platforms (Meta, Google, Snapchat, TikTok)
Order Summary	Order volume, revenue, refund rates, and AOV trends
Expense Breakdown	OPEX, CAPEX, and variable-cost breakdown per category
Month over Month	Monthly performance comparison
Week over Week	Weekly performance comparison
Year over Year	Annual performance comparison

How to Build a Portfolio Report

Open /dashboard/portfolio/reports
Click New Report
Pick a template (or start blank)
Adjust the date range using the global timeframe selector
Save

Reports persist and re-aggregate automatically with fresher data the next time you open them. The dashboard's global timeframe selector applies to portfolio reports the same way it applies to other dashboard pages.

Drill Into a Saved Report

Click any saved report to open /dashboard/portfolio/reports/<id>. The detail page shows:

The aggregated tables (P&L lines, marketing platform breakdowns, expense categories, etc.)
Period-over-period deltas with up/down/flat indicators where applicable
A Refresh action to recompute against the latest sync data
An Export PDF action (Plus tier) for white-label client deliverables

White-Label PDF Export

Plus-tier agencies can export any portfolio report as a branded PDF using the agency's logo, brand primary colour, and contact details from Settings > Branding (/dashboard/settings/branding). See Agency Workflows for the branding setup.

Frequently Asked Questions

How is this different from per-brand reports?

Per-brand reports live inside the merchant workspace at /dashboard/reports and only see that brand's data. Portfolio reports live in the agency workspace at /dashboard/portfolio/reports and aggregate across every connected client brand. You typically use both - portfolio reports for internal review, per-brand reports as deliverables to individual clients.

Can I filter portfolio reports to a subset of brands?

The current product aggregates across the full portfolio. Use per-brand reports inside each client's merchant workspace if you need a single-brand deliverable.

Do portfolio reports respect the same timezone-safe aggregation as merchant reports?

Yes. Both use your workspace timezone for date-range aggregation, so a "yesterday" or "this week" range reflects your local calendar consistently.

Can I schedule portfolio reports?

Scheduled-report support follows the same tier rules as merchant reports - Pro is weekly, Plus is unlimited (daily, weekly, monthly). See Pricing Plans.

Related Guides

Reports - per-brand reporting (works inside any client workspace)
Agency Workspace Dashboard - portfolio overview and clients
Agency Workflows - branding, white-label PDFs, and onboarding
Portfolio Fulfillment - 3PL portfolio dashboard

Last updated: April 30, 2026