How to Automate Weekly QR Performance Reports to Clients (No Manual Work)

Building a fresh scan report or deck for each client, every week or month, by hand doesn't scale past a handful of accounts — it's slow, it's the first thing that slips when the team gets busy, and every manually-assembled report is one more opportunity for a copy-paste error to reach a client. The fix isn't working faster; it's not rebuilding the report from scratch each time at all.

It's worth being precise here, since these two features solve genuinely different problems and are easy to conflate: a Client Dashboard report link (Pro plan, ₹4,999/month, and up) is a persistent, no-login, tokenised URL scoped to one client's own QR codes and campaigns — the client bookmarks it once and can check it themselves, live, at any time, with zero ongoing work from you. Scheduled Email Reports (Premium plan, ₹14,999/month) is a different mechanism entirely: an automatically-generated PDF sent on a recurring cadence — but only to your account owner and registered team members, not directly to an external client's inbox unless that client is set up as an actual member on your account, which most agencies don't want for an outside client.

This is the feature that actually solves "give my client their own reports with no manual work" for most agencies. Each link is scoped strictly to that client's own QR codes and campaigns — data from your other clients never appears — and covers overview, audience, geography, and A/B testing tabs. It deliberately excludes Play & Win and Lead Hub data, keeping a client's view limited to campaign performance rather than exposing consented contact data that isn't theirs to see. Generate the link once during client onboarding, share it, and it stays live and current with zero further action from you — the client checks it on their own schedule instead of waiting for you to send something.

For your own team's internal oversight — not client delivery — Scheduled Email Reports run on a weekly, bi-weekly, monthly, or quarterly cadence, scoped to either your entire account or a specific set of QR codes and campaigns you select. Recipients can include other registered members of your account (available where your plan includes hasMembers, Pro plan and up) in addition to the account owner, but the recipient list is validated against your own account's members — it cannot be pointed at an arbitrary external email address. This is the right tool for keeping your own team synced on performance automatically, not for reaching a client who doesn't have (and shouldn't have) a seat on your account.

For most agencies, the combination that actually works is: give the client a Client Dashboard link once, so they have permanent, self-serve access to their own live numbers whenever they want to check — genuinely "no manual work" from that point forward — and use Scheduled Email Reports internally, so your own account managers get a recurring digest without needing to log in and check manually themselves. Trying to use Scheduled Email Reports as the client-facing mechanism doesn't work as intended, since it can't reach an external inbox without giving that person account-member access.

A practical onboarding routine: add the client in Client Management (Pro plan, ₹4,999/month), group their QR codes and campaigns under that client, generate and share the Client Dashboard link as part of your standard onboarding checklist, and separately configure your own team's Scheduled Email Report cadence once for your whole account rather than reconfiguring it per client. Done this way, both the client-facing and internal reporting sides of the relationship run themselves after the initial setup.

Create your QR codes on SMLLR, set up client reporting once per client, and stop rebuilding the same report by hand every week.