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Read and share a report

A report opens with the AI brief at the top and one chart or table below it. Read the brief for the verdict and the next step. Read the chart or table for the numbers behind it. Export the report to a PDF when you want to share it with someone who does not log in.

Read the AI brief​

The brief is the narrative at the top of the report. A brief spends credits. Before a report has a brief, the page shows "Brief not generated yet". While Hero Marketer writes the brief, the page shows "Writing your brief…".

The brief has three parts:

  • Headline. A one-sentence verdict, the most important point first. For example, "Cost went up 12% and conversions stayed flat, so cost per conversion increased."
  • What changed. A short paragraph with the actual figures. When comparison is on, it gives the current value, the previous value, and the percent change. It names the campaigns that drive the change. It reports only what the numbers show. It does not invent a cause.
  • Recommended next step. One clear action from the same numbers. When there is not enough data, it says that the data is too thin to act on. The next step is text only. It has no button to apply it or to send it to Hero AI.

The Generated time under the brief shows when Hero Marketer wrote the brief.

What the brief reads​

Hero Marketer writes the brief from your product names and descriptions. It also reads the campaign figures for the date range and filters at that moment. The campaign figures are the totals and the top campaigns by cost. Then Hero Marketer saves the brief.

The brief reads campaign figures only. It does not read device, country, audience, or conversion-action figures, even on a breakdown report.

The brief does not change when you change the date range or filters later. After you change the date range, choose Refresh narrative. Then the brief and the chart cover the same period.

Edit the brief​

If the brief misses context only you have, edit it. Use Edit summary for the headline and the what-changed paragraph. Use Edit next step for the recommended next step. Hero Marketer saves your text with the report and shows "Brief updated." Your text shows the next time you open the report, and it appears in the PDF export.

An edit does not spend credits. Only the report's author can edit the brief.

Refresh the brief​

To write a new brief with the current numbers, choose Refresh narrative. For example, refresh the brief when more data for the date range is available, or after you change the date range or filters. A refresh replaces the current brief and your edits to it.

A refresh spends credits, because a brief is an AI feature. The success message shows how many credits the refresh spent. Only the report's author can refresh the brief.

When you update the report in the builder, even to rename it, Hero Marketer also deletes the brief and your edits to it. A new brief spends credits.

Read the chart or table​

Below the brief, the report shows its one chart or table. It uses the date range, comparison, and filters at the top of the page. With comparison on:

  • KPI cards show the percent change.
  • The campaign table adds comparison columns.
  • Charts show the previous value and the change when you move the pointer over a point or a slice.
  • Breakdown tables do not show a comparison.

The campaign filters change KPI summary, Performance over time, and Campaign breakdown reports. The device, country, audience, and conversion-action breakdowns always cover the whole account.

On a Campaign breakdown table, click a row to open that campaign. On a chart over time, you can change Daily, Weekly, or Monthly for your view. This change is not saved with the report.

Export to PDF or CSV​

A report can have two exports:

  • Export PDF saves a one-page PDF with the report title, the date range, the brief, and the chart. Use this format for a CEO or client who never logs in. The PDF costs no credits, but you need a balance above 0. You can export up to 3 report PDFs in 10 minutes, and one PDF at a time. Only the report's author can export the PDF. Default reports have no PDF.
  • Export CSV is on reports built on KPI summary, Performance over time, or Campaign breakdown. It downloads one row for each campaign that matches the current filters, for the current date range. It does not include comparison columns. The CSV is free. Anyone who can open the report can export the CSV.

The PDF shows the saved brief. If you changed the date range after Hero Marketer wrote the brief, choose Refresh narrative before you export.

Share a report​

To share a report with someone who does not use Hero Marketer, send the PDF or the CSV that you downloaded. There is no scheduled delivery, no Slack, Notion, or email send, and no public link.

A teammate who connects the same Google Ads account to Hero Marketer sees the same reports library. A teammate can open your report, duplicate it, and export it to CSV. A teammate cannot edit your report, refresh its brief, or export it to PDF. To get their own copy, the teammate can duplicate the report. There are no seats or invites.

Put a report on a dashboard​

A report does not have to stay only on its own page. Any saved report can sit on a dashboard as a tile. So the numbers you check often are on the screen you open first. See Customize your dashboard.

Why the report reads Google Ads metrics only​

A report's brief and chart are built from Google Ads metrics. Hero Marketer has no CRM integration. So a report shows cost, conversions, and cost per conversion. It never measures customer acquisition cost, payback, or lifetime value. If a brief talks about cost per conversion and not CAC, that is why.

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