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Use reports for a scorecard, a board summary, or a recurring brief. Report tools are read-only until you explicitly export or schedule delivery.

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Create a report

  1. Call get_connections_status.
  2. Build the scorecard with generate_cross_platform_report.
  3. Export to Google Sheets only when you ask, with export_report_google_sheets.
  4. Save the layout with save_custom_dashboard_view when you want it on the dashboard.
Review the result at Reports.

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Schedule a brief

  1. Call list_scheduled_tasks before creating or changing a schedule, so you do not duplicate one.
  2. Create delivery with schedule_brief.
  3. Update, pause, or remove a schedule with manage_scheduled_task.
Manage existing briefs at Scheduled Briefs. schedule_brief stores cadence, timezone, recipients, platform scope, account scope, and output channels. Omitted cadence is weekly. Omitted timezone is UTC. Omitted platform scope is meta. Omitted output channel is dashboard. The dashboard form offers daily, weekly, and monthly. A recipient list on that form also sets the email channel. manage_scheduled_task uses task_id and an action of pause, resume, or delete. A missing task returns scheduled_task_not_found. export_report_csv returns CSV text. export_report_google_sheets returns a values payload and does not write the spreadsheet. Column and filename details are on Analysis. A scheduled brief does not approve a budget change. If the brief recommends a write, that recommendation still goes through Approvals.