Counts from the agreed business logic
Return daily totals such as fulfilled orders or activated accounts. The SQL decides which records count, so the report should name the measure precisely and state important exclusions.
Snowflake + Monthwrap
Databases & warehouses reporting
Give warehouse results a place in the client’s monthly story.
Bring dated Snowflake query results into Monthwrap as custom metrics for reports that connect marketing activity with the client’s own business measures.
AvailableProgrammatic access token and saved query
Inside the monthly reportSample data
Fern & Field · fictional example
Four days of fulfilled order value
Fulfilled orders246Across the four sample dates
Fulfilled order value$36,900The query’s defined order amount
Average order$150Value divided by included orders
Business resultsPeriod comparison
$8,1002026-10-01
$9,3002026-10-02
$8,7002026-10-03
$10,8002026-10-04
Sample values total $36,900. The saved query defines fulfilment and order value; these are not automatically attributed advertising sales or collected payments.
Snowflake, at a glance.
- Connect with
- Programmatic access token and saved queryRequires a read-only role, programmatic access token, warehouse and appropriate network policy. Connect, preview the dated numeric results and save the client’s reporting query.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Run the saved reporting query for an earlier month, using the history retained in your database.
- In your report
- Custom report numbers from dated warehouse results.
Built around your client’s questions
Use the numbers agreed with the client’s data team.
For agencies working with clients who maintain shared reporting data in Snowflake.
A larger client may keep its reporting definitions in Snowflake, where store, sales and operational records have already been organised. The agency’s monthly review should be able to use those measures: fulfilled orders rather than every checkout, for example, or accepted inquiries rather than every form submission.
Monthwrap’s Snowflake connection reads the dated numeric output of a saved query. Use those custom metrics beside campaign activity and your agency’s work, then explain the distinction between a platform result and the client’s business definition. The report can stay concise without forcing the data team to rebuild its reporting model elsewhere.
Choose the numbers that matter
What Snowflake
brings to the report.
Custom report numbers from dated warehouse results. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Defined monetary results
Bring a numeric value from the client’s reporting model and configure the appropriate label and money setting. Preserve distinctions between order value, collected payments and any accounting measure the query returns.
Period-specific results
Use {start} and {end} to select the reporting dates. Filtering and grouping in Snowflake keeps the output focused on the month instead of returning an unrestricted history for Monthwrap to interpret.
Numbers for report widgets
Each numeric column becomes a custom metric in the client’s reporting context. The supported shape is dates and numbers, so descriptive dimensions or customer-level tables need a different reporting approach.
For your next client report
Explain the gap between orders and fulfilment
Place store orders beside a warehouse-defined fulfilment measure. Explain why they differ, including timing and exclusions, without adding the two views of related business activity together.
Arrange the report in your own layoutRead it from the client’s side
See the complete
ecommerce report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From Snowflake
to the right client.
Requires a read-only role, programmatic access token, warehouse and appropriate network policy. Connect, preview the dated numeric results and save the client’s reporting query.
Connection methodProgrammatic access token and saved queryAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Agree the reporting user and role
Prepare a Snowflake user with read access to the required data and a programmatic access token. The client’s network policy must permit Monthwrap’s connection address, which is shown in the workspace.
- 02
Set the execution context
An owner or admin provides the account identifier, user, token, warehouse and database, plus schema and role where needed. Choose the reporting context with the client’s administrator rather than relying on an unrelated default.
- 03
Preview and save one query
Return the date in the first column and numbers after it from a single SELECT or WITH query. Test the intended date range, resolve preview problems and save the query on the client’s source before syncing.
Know what each
number means.
The query defines what comes across
This is a custom numeric reporting source, not a full Snowflake browser or an automatic import of business objects. Group records into dated measures and keep the output within the supported shape.
Access and compute remain client-managed
The client controls the role, token lifetime, network policy and warehouse usage. Queries have a 30-second execution limit and a 5,000-row cap; use a focused reporting query that fits those limits.
Before you connect
A few useful
answers.
Is the connection a normal password login?
No. This route uses a Snowflake programmatic access token, with the account and execution context specified during setup. Maintain the token according to the client’s access policy.
Can the query return a top-products table?
Not through the current numeric source format. The first column must be a date and subsequent columns numeric measures; arbitrary label-and-value lists are not supported yet.
Can I check the result before it enters a report?
Yes. Connect the warehouse and preview the query for a known period. The preview shows sample rows, metric names and format problems without importing them. Save the checked query on the client source, then sync and review its results.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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