# Reports and Templates How scheduled reports work, which templates to enable first for your kind of business, cadence and adaptive scheduling, custom instructions, email delivery, and what reports cost. **Author:** Cogny Team **Published:** 2026-09-23 **Updated:** 2026-09-24 **Canonical:** https://cogny.com/docs/reports-and-templates Reports are scheduled analyses. Each run reads your data and context, reasons in SQL and through your integrations with every query traceable, and produces a report with a summary, the underlying data, data-quality notes and recommended actions for the week. A second agent turns the recommendations into tickets. Reports are the engine; everything else feeds it or consumes it. ## Where Top navigation → **Reports**. The left column has Quick Actions and the list of scheduled reports. The right column shows recommended templates first, then the full library grouped by category. Enabling a template creates a scheduled report, snapshots its default cadence, and **runs the first analysis immediately**. Under Quick Actions → Create new you can also write a **Custom Scheduled Report** with your own instructions ("I have a Monday meeting at 9. Before 7:30 I need MQLs, pipeline created and cost per MQL by channel, with three suggestions"), and, on workspaces with automations enabled, create an Autonomous Operator job or a Content from data loop (see [automations and loops](/docs/automations-and-content-loops)). ## The template library There are more than 50 templates in five categories. Each declares which integrations it needs, a default cadence, and whether it is fixed or adaptive. **Performance Signals** (weekly monitoring): SEO Performance Signals, SEM Performance Signals, Paid Social Performance Signals, E-commerce Performance Signals, Email Marketing Optimization, GEO & Search Visibility, AI Search Optimization Audit, GEO Conversion Report, Search Intent Playbook, CRO Weekly Revenue Signals, Landing Page & Conversion Funnel, Local SEO & City Pages, Web Analytics Signals for privacy platforms, Framer Site Signals. **Paid Media Audits** (biweekly deep dives): optimisation audits for Google Ads, Meta, LinkedIn, TikTok, X, Snapchat, Bing, Apple Search Ads, OpenAI Ads and Google App campaigns, plus Cross-Channel Performance. **Creative & Audiences**: Content Intelligence, Audience Intelligence & ICP Validation, Creative & Messaging Performance, Competitor Ad Intelligence, historic-winner analyses for Google and Meta, adjacent ideation, influencer allocation, customer conversation insights, community analysis. **Executive & Strategy**: Core Metrics Drivers, CEO Executive Business Signals, B2B Sales Pipeline, Revenue & Cohort Analysis, Budget Planning & Forecasting, Churn, Subscription Revenue, Profit & Cash Signals, Experimentation ROI, Zeitgeist Positioning. **Data & Tracking**: Data & Tracking Quality, Conversion Rate Optimization Weekly Signals, Structured Data & Schema Audit, Connection & Setup Verification. Recommendations are computed from your connected integrations. Templates that need only GA4, or nothing at all, never appear as recommendations even though they are among the most useful: CRO, Data & Tracking Quality, Landing Page & Conversion Funnel, Conversion Rate Optimization and CEO Signals. Find them in the full grid. ## Which to enable first Start with three or four. Every report costs credits, and the value is in reading them, not in having them. **Every workspace** - **Connection & Setup Verification**, once, right after connecting. - **Data & Tracking Quality**, weekly, until it stops finding problems, then biweekly. - **Core Metrics Drivers**, weekly, once [core metrics](/docs/core-metrics) exist. **SEO and content-led growth** (the most common Cloud starting point) - **SEO Performance Signals** (weekly) and **Structured Data & Schema Audit** (monthly, first run now). Schema is unglamorous and powerful: it checks pages against a standard that changes often and, on a code site, can inject the fix. - **Search Intent Playbook** (biweekly) if Google Ads is connected. It finds converting paid search terms with no matching organic page and creates the page: organic clicks, a better quality score so cheaper paid clicks, and content that reads like the prompt someone types into an assistant. - **Content Intelligence** (biweekly): rewrites titles and descriptions to match the queries pages already rank for. One of the reference workspaces has run it weekly for eight months with a 1,200-character custom instruction about tone and target pages. - **GEO & Search Visibility** if being cited by AI assistants matters to you. - **Local SEO & City Pages** for businesses with locations. **Paid media** - The audit for each platform with meaningful spend, biweekly (weekly above a few thousand dollars a month). - **SEM Performance Signals** or **Paid Social Performance Signals** weekly as the monitor. - **Cross-Channel Performance** biweekly once two or more channels are connected. **E-commerce** - **E-commerce Performance Signals** weekly (daily in peak season), **CRO Weekly Revenue Signals**, **E-Commerce Creative & Product Page Analysis**. **B2B and lead generation** - **B2B Sales Pipeline Weekly Signals** with HubSpot, **Audience Intelligence & ICP Validation**, **Landing Page & Conversion Funnel**. **Leadership** - **CEO Executive Business Signals** weekly and **Profit & Cash Signals** monthly with Fortnox. A reference workspace two years in runs six: Content Intelligence, Data & Tracking Quality, Cross-Channel Performance, E-commerce Performance Signals, Core Metrics Drivers, and a custom monthly report, and has retired several it stopped reading. ## Cadence and adaptive scheduling Each report has a schedule: daily, weekly, monthly, or a cron expression, with a random minute so runs are spread out. Cron times are evaluated in Stockholm time. Timing can be **Fixed** (always on schedule) or **Adaptive**: the agent picks its own next run based on how much has changed, so a slow-moving SEO report might wait two weeks while a paid report during a launch runs sooner. Most templates default to adaptive. Use fixed when a human meeting depends on the report landing before it. **Run Now** on any report runs it immediately without changing the schedule. ## Custom instructions Each scheduled report has **Your Custom Instructions**, appended after the template when it runs. Use them for report-specific guidance: which pages or campaigns to focus on, what to ignore, output language, format preferences. Rules that should apply everywhere belong in the [growth strategy](/docs/context-and-growth-strategy) instead. ## Email delivery Reports are emailed only to recipients you tick under **Email Recipients** in the report's settings, chosen from workspace users. Nothing is emailed until someone is selected, so set this when you enable the report. Give the report a subject line the recipients will recognise on a Monday morning. Some marketing teams use only this: the report arrives at 8:00 before the 9:00 Monday meeting, and the dashboards get retired. ## What a report contains Every insight block follows the same shape: a summary, the underlying data and charts, data-quality notes (what the agent could not verify), and recommended actions for the week. Queries are visible, so a sceptical analyst can check them. Reports also write to organisational memory so the next run does not repeat itself. ## Cost hygiene - Reports are the largest steady credit consumer after coding. Three or four weekly reports plus ten content pieces a month fits comfortably inside the Cloud allowance; ten reports nobody reads does not. - Disable rather than delete when pausing; the history stays. - During a site migration, reports get polluted by the moving target. Pause them and re-run once the new site is live. - Templates that need a source you have not connected will not produce much. Connect the source first. --- In this section: - Set Up Cogny Cloud for Success: https://cogny.com/docs/cloud-setup-guide - Before Your Onboarding: Checklist and Wizard: https://cogny.com/docs/cloud-onboarding-checklist - Connect Your Data Sources: https://cogny.com/docs/connect-your-data-sources - Context and Growth Strategy: https://cogny.com/docs/context-and-growth-strategy - Core Metrics: https://cogny.com/docs/core-metrics - **Reports and Templates** (this page): https://cogny.com/docs/reports-and-templates - Tickets and Approvals: https://cogny.com/docs/tickets-and-approvals - Automations and Content Loops: https://cogny.com/docs/automations-and-content-loops - Coding Agent, GitHub and Cogny Sites: https://cogny.com/docs/coding-agent-and-cogny-sites - Use Cogny from Your Own Agent: https://cogny.com/docs/bring-your-own-agent - Credits and Plans: https://cogny.com/docs/credits-and-plans - Team, Governance and Privacy: https://cogny.com/docs/team-governance-and-privacy - Cogny Cloud FAQ: https://cogny.com/docs/cloud-faq Source page: https://cogny.com/docs/reports-and-templates All documentation: https://cogny.com/docs Cogny for agents: https://cogny.com/llms.txt