Take your NinjaCat reporting to the next level with this comprehensive course designed for agencies and marketing teams managing multiple accounts and high-volume reporting needs.

What You'll Learn:

Module 1: Managing and Editing Report Profiles

Master the fundamentals of report profile management, including accessing reports through multiple pathways, understanding the comprehensive Reports List interface, and utilizing the powerful More Actions menu. Learn the critical differences between pausing and deleting reports, explore report history features, and discover how to edit existing report profiles to meet evolving client needs.

Module 2: Adding Notes and Insights to Reports

Transform your automated reports into personalized, value-added deliverables by learning to add custom insights, commentary, and analysis directly within NinjaCat. Explore the template builder-like interface for adding text widgets, discover best practices for pre-built insight boxes, and master both client-facing notes and internal team collaboration features that build institutional knowledge over time.

Module 3: Review and Send Reports with Workflow Manager

Gain mastery over large-scale report operations with NinjaCat's powerful Workflow Manager. Learn to monitor report generation processes across all statuses (Queued, Running, Error, Ready, Delivered), perform bulk actions efficiently, and troubleshoot common issues. Understand the 30-day rolling window, historical tracking capabilities, and advanced filtering options that make managing hundreds of reports manageable.

Key Benefits:

Streamline report management workflows for improved efficiency

Add professional, personalized touches to client reports without external tools

Build collaborative team knowledge through internal notes and insights

Master bulk operations for managing reports at enterprise scale

Develop troubleshooting skills for common reporting challenges

Create comprehensive audit trails and historical reporting records

Who Should Take This Course:

Agency account managers handling multiple client reports

Marketing operations professionals managing large report volumes

Team leads looking to standardize reporting processes

Anyone wanting to maximize the value and professionalism of their NinjaCat reports

Prerequisites: Basic familiarity with NinjaCat's reporting features and template creation.

Course Format: Interactive HTML learning modules with hands-on examples, practical exercises, and knowledge-check quizzes to reinforce key concepts.