These are the core terms you will see in the app.
Client: the business, brand, store, branch, or profile you are reporting for.
Data source: a connected marketing platform such as Google Ads, Meta, Google Analytics, or another supported platform.
Project: the container for a report or dashboard.
Report: a client-ready, paged project that can be shared or exported.
Dashboard: a live project view used to monitor data.
Widget: a chart, table, KPI, text block, or visual element inside a report or dashboard.
Template: a reusable report structure.
Automation: a scheduled report delivery.
If two terms sound similar, remember this: clients hold data sources; projects hold pages and widgets.
