Before you begin: SmartReports™ is part of the TapClicks AI-powered reporting suite. It brings together SmartSlides, SmartEmail, and the TapClicks mobile apps to help users automate, share, and access marketing insights quickly.
What is SmartReports™?
SmartReports™ is a reporting feature in TapClicks that uses automation and AI to generate summaries and presentation-ready reports from your data. It allows users to create slides, email summaries, and mobile views that highlight key performance insights.
SmartReports™ is designed to simplify the reporting process by reducing manual work and improving consistency across reports. It complements Dashboards and Report Studio by offering a faster way to produce and share summary-level information.
What is included in SmartReports™
SmartSlides
SmartSlides automatically generates presentation decks based on selected data. It uses AI to summarize key metrics and create slides that can be exported as PowerPoint or PDF files for review or sharing. For more information on SmartSlides, please refer to How to Use SmartSlides or SmartSlides FAQs.
SmartEmail
SmartEmail sends summary reports directly to your inbox. It uses AI to create short, readable insights and performance summaries that can be distributed to internal teams or clients on a regular schedule. For more information on SmartEmail, please refer to How to Use SmartEmail.
TapClicks Mobile Apps
The SmartReports™ suite includes two TapClicks mobile applications that allow users to access insights from anywhere:
- TapReports: View and interact with dashboards and reports on mobile. For more information on the TapReports Mobile App, please refer to How to Install and Use the TapReports Mobile App or FAQs: TapReports Mobile App.
- My Marketing Portal: Access key metrics and campaign data in a client-friendly mobile experience. Coming soon to the SmartReports™ suite.