Quick Start Guide

From zero to your first AI report in under 5 minutes

Follow these four steps to fully automate your agency's client reporting workflow. No developer needed. No manual data exports. Just connect, configure, and generate.

Total setup time: ~5 minutes
Report generation: 60 seconds
Time saved: 40+ hours/month
1
~2 minutes

Connect Your Data Stack

Authorize access to your marketing platforms via secure OAuth. No API keys, no developer work, no CSV exports — ever.

RaiseReturn connects directly to five marketing platforms via official OAuth 2.0 authorization. This means you're directed to Google or Meta to grant permission — we never see your password, and you can revoke access at any time.

Here's what each integration brings to your reports:

Google Analytics 4

Sessions, users, engagement, conversions, traffic sources, top pages, device data

One-click OAuth

Google Ads

Campaigns, impressions, clicks, CTR, spend, ROAS, conversions, CPC, health score

One-click OAuth

Meta Ads

Facebook & Instagram campaigns, reach, CPM, frequency, clicks, spend, conversions

One-click OAuth

Google Search Console

Organic clicks, impressions, CTR, average position, top queries, device split

One-click OAuth

PageSpeed Insights

Mobile & desktop scores, Core Web Vitals (LCP, CLS, INP), Lighthouse audit, priority fixes

Auto-connected

More Coming Soon

LinkedIn Ads, TikTok Ads, HubSpot, Semrush, and more in development

Pro Tip

You don't need to connect all five sources to start. Connect what you have and generate a report immediately — you can add more integrations anytime and they'll automatically appear in your next report.


2
~1 minute

Choose Your Output Format

Select the report format that works best for each client — or generate all three simultaneously in one click.

Different clients have different preferences. RaiseReturn generates the same data in three distinct formats — you choose which one (or all of them) to produce for each client.

PDF Report

Polished, branded document. Ready to attach to an email or present in a meeting.

Best for: Client presentations

Excel Workbook

Multi-sheet workbook with daily data, channel breakdown, and a 90-day roadmap.

Best for: Data-oriented clients

Google Sheets

Live, shareable link. Client can comment and review anytime between meetings.

Best for: Collaborative clients

You can also select All Formats to generate all three simultaneously — useful for clients who want both a PDF for their leadership team and a Sheets link for their internal marketing team.


3
~1 minute

Customize Your Agency Branding

Make every report look like it came from your agency's in-house team — not a third-party tool.

All RaiseReturn plans include full white-label branding. Your clients only ever see your agency's brand — RaiseReturn is completely invisible on every report output.

  • Upload your agency logoYour logo appears on the report cover page, header, and footer on every page of every report format.
  • Set your brand primary colorYour brand color is applied to headings, charts, highlights, and accent elements throughout the report.
  • Configure cover page detailsSet your agency name, client name placeholder, report period, and any custom cover page copy you want.
  • Add preparer detailsOptionally add your name or team name as the report preparer — or leave it as your agency name only.
✓ Once configured, branding is reused across all projects

Set your branding once at the workspace level and it applies to all new projects automatically. You can also override branding per-project for clients who want different styling.


4
~1 minute

Generate, Automate & Deliver

Click generate for your first report — then set up automated scheduling so you never have to click it manually again.

Once everything is configured, generating a report is a single click. RaiseReturn fetches your data, runs the AI analysis, writes the narrative, and assembles the formatted output — all in under 60 seconds.

Before You Generate

Confirm that all your data source connections are showing "Active" status. If any show "Disconnected," re-authorize them before generating to ensure your report includes complete data.

After reviewing and optionally editing your first report, set up automated scheduling so future reports are generated without any manual intervention:

Weekly Reports

Auto-generate every Monday morning. Ideal for active clients with fast-moving campaigns who need weekly performance visibility.

Monthly Reports

Auto-generate on a set date each month — the 1st, the 5th, or any date you prefer. Perfect for standard monthly retainer reporting.

You can also enable automatic email delivery — RaiseReturn will email the completed report directly to your client's inbox as soon as it's generated, with a custom subject line and message you configure.

What Happens After You Set This Up

Every report deadline is handled automatically. You'll receive a notification when each report is generated, with a link to review it before it's sent to your client — giving you a final approval step without the manual work of building the report.

Ready to generate your first report?

Start your 30-day free trial on the Starter plan. No credit card required. Your first report will be ready in under 5 minutes.

Start Free Trial — No Card Needed →

Have questions first? Talk to us →

Need help setting up? Questions about a specific integration? We're happy to walk you through it.

Contact Support →  ·  See All Features →