How to generate a marketing report with visuals without manual work

Analytics & Optimization, Design & Visuals, Automation & No-Code

Define the report goal and audience, identify metrics and visuals, and establish a repeatable workflow. Then automate data extraction, build a reusable template, and generate a WordPress draft.

Who is this for?

- Marketing analysts
- Marketing managers
- Content teams
- Agencies

Before you start

- Access to data sources (website analytics, ad platforms)
- Basic spreadsheet or BI familiarity
- WordPress sandbox or staging site
- Clear reporting goals

General Process (How it works)

  1. Clarify objective and audience Define what stakeholders need from the report and for whom.
  2. Identify data sources List the channels and metrics to include (website, campaigns, conversions, revenue).
  3. Automate data extraction Set up automated pulls so metrics refresh with new data.
  4. Define visuals and layout Choose chart types and a layout that communicates insights clearly.
  5. Build a reusable report template Create a structure that can be reused across periods and projects.
  6. Assemble draft and validate Combine data, visuals, and narrative; verify accuracy.
  7. Publish draft to WordPress as a task Create the post payload with draft status and save in WordPress.

Common beginner mistakes

❌ Skipping goal definition
❌ Overloading slides with too many charts
❌ Ignoring data quality checks
❌ Not validating data before publishing
❌ Relying on ad-hoc scripts without error handling
❌ Assuming one chart fits all audiences
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