Combined Export & Template Studio

Combined Export is the document builder. Open /dashboard/reports to choose theme, chapters, co-brand, and Generate in Background. Template Studio (/dashboard/reports/templates) is an admin-only stub — the mock studio (page thumbnails, crop & bleed, template library) is not shipped. Clients should stay on Combined Export.

Combined Export (/dashboard/reports): organisation/account scope, period (weekly / monthly / quarterly / custom), theme (Modern Minimalist or Corporate Ledger), chapter checklist and ▲▼ order, live canvas. Generate in Background merges chapter PDFs and emails you when ready.

Product chapters (when purchased): WhatsApp Orders & Commerce and WhatsApp Marketing appear when WhatsApp Commerce is enabled. Insights Platform Briefing is live when Insights is enabled — Overview scorecard (Ads spend, sessions, leads/purchases, CPA/ROAS, channel mix, optional top campaigns) using the same blend as Dashboard → Insights. Admins can preview all three.

Core chapters: Executive Summary & AI C Suite Briefing; Cross-Channel Footfall & Location Performance; Reputation & Sentiment Health (includes Delivery topic + Social Engagement strip); optional Network Listing Accuracy; optional Social Inbox Deep Dive (actionable FB/IG comment rate, BH SLA, stream — replies in ProfilePilot or on-channel).

Theme vs branding: Modern = rounded cards and soft brand accents. Corporate Ledger = boxed tabular slate look. Theme applies to the real merged PDF. Co-brand (agency white-label / custom domain path via /partners) unlocks agency logo lockups; otherwise ProfilePilot lockup.

Step 1 — Open Combined Export on desktop. Confirm the Organisation Selector. Mobile shows a desktop-recommended notice.

Step 2 — Set period and account. Cadence + optional account filter.

Step 3 — Document tools. Pick Modern or Ledger; toggle co-brand if unlocked. Canvas updates immediately.

Step 4 — Chapters. Tick and reorder (including Social Inbox Deep Dive and product chapters when shown). At least one required.

Step 5 — Generate in Background. Watch Recent Jobs (queued → running → completed/partial). Download, Retry, Cancel, or Delete. Email link on completion.

Step 6 — Admins. Template Studio stub explains that the full print studio is deferred; use Combined Export for packs.

Also under Resources → How to guides: /blog?type=how-to-guides and /blog/combined-export-template-studio.