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Reports & Exports

Executive, Locations, and Reputation report generation.

Reports aggregate analytics, reputation, and operational data into concise summaries.

The Reports index includes a Combined Report PDF card that can generate one merged export across Executive, Locations, and Reputation sections.

For normal ranges, use Export Combined PDF for an immediate download.

For larger monthly windows, use Generate in Background. This queues a report job, processes it server-side, and allows you to download when status reaches completed or partial.

Background generation supports multiple brands/accounts: you can queue multiple report jobs without waiting for the previous one to complete.

If a job gets stuck, use the Recent Background Jobs actions: Cancel (queued/running), Retry (failed/partial/completed), or Delete (finished jobs).

Retry now resumes from checkpoints to reduce full reruns: 1/3 restarts from 0/3, 2/3 restarts from 1/3, and 3/3 restarts from 2/3.

Delete requires report_jobs DELETE permission via RLS and permanently removes the job from history.

Background jobs expose clear states (queued, running, completed, partial, failed) and show missing-section diagnostics when partial output is returned.

A scheduled cron worker can continue advancing queued report jobs while users are offline, so long-running monthly exports do not depend on an open browser tab.

To avoid processing spikes, the worker staggers jobs by organization/account and applies a concurrency cap per run.

When processing finishes, the user who queued the report receives an automatic ready email (respecting notification preferences) with a clear summary, signed download link, and simple retry guidance for partial outputs.

Report notifications can also be driven by data freshness (non-PDF): a cron endpoint checks whether daily, weekly, or monthly metrics windows are fully populated and emails users when data is complete.

Freshness checks prioritize gbp_daily_aggregates coverage and can optionally fall back to gbp_daily_metrics for environments that have not yet backfilled aggregates.

Signed email download links are time-limited and can be opened directly from inbox clients, even when you are not already active in the portal tab.

Scheduled digest emails are sent via the same edge-function pipeline and now support cron-secret authorization for automated runs.

Email template branding uses domain fallback from app configuration when request payloads omit explicit domain values.

The Reports page shows a Recent Background Jobs list so status and downloads remain accessible after a tab refresh or browser reopen.

Executive report includes narrative generation (AI), totals, and momentum indicators.

The Location Accuracy Report provides a comprehensive view of all listings with filtering by account and export capabilities (CSV/JSON).

Locations report focuses on dedupe counts, raw vs membership counts, and store_code diagnostics.

Reputation report compiles review volume, average ratings, and Q&A activity.

Export filenames include the period range, account name, and generated timestamp for easier filing.

Individual reports export as CSV; use Combined Report PDF for a single merged PDF file.

All reports respect the admin sync scope configuration and multi-tenant organization boundaries.

Typical Tasks
  • Queue a combined monthly export in background mode
  • Queue separate background jobs for different accounts/brands
  • Cancel a stuck running background job and retry it
  • Delete completed jobs you no longer want in recent history
  • Configure cron to call /api/cron/process-report-jobs with x-cron-secret
  • Configure cron to call /api/cron/send-report-freshness-notifications with cadence=daily|weekly|monthly for scheduled engagement emails
  • Enable report email notifications in user preferences
  • Poll background status until complete
  • Download completed background export
  • Generate location accuracy report
  • Filter locations by account
  • Export report data as CSV or JSON
  • Generate executive summary narrative
  • Export locations CSV
  • Use Combined Report PDF for executive-friendly sharing
  • Review dedupe diagnostics
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