With Report Builder, you have the power to create customizable reports that showcase your social media performance. This feature empowers you to present your social media success with precision and style, from engagement metrics to audience demographics. Plus, collaboration is a breeze – share these insightful reports seamlessly with your team.
How to Enable Report Builder
To generate reports using the Report Builder, it is essential to have at least one of our core applications: the Analytics App, Community Management App, or Benchmarking App.
The Report Builder is conveniently accessible for all teammates, with the Administrator providing individual access control in the Settings/Team & Users – Access & Roles.
Report Creating
Once granted access to the Report Builder, you can begin crafting your reports and effortlessly share them with any chosen teammate.
👉 Simply navigate to the Report Builder using the left-side navigation panel.
👉 Initiate the process by creating a new report with just a few clicks.
👉 Name your report and unleash creative control!
👉 Edit paragraphs, adjust fonts, upload images (like your company logo), create tabs, and more. Add new titles, paragraphs, graphs, or tables for each section or opt for a page break. Your report, your style!
👉 Incorporate a Report Graph by selecting a data source. Once chosen, delve into Basic Info and pick your preferred metric.
👉 Customize your Graph type, define a date range, and decide on displaying a Summary table or Max/Min values. Click on Connected Sources, choose the relevant social channel, and seal the deal by hitting the "Save Changes" button. Your tailored report is just a click away!
Export from Apps
In the Analytics and Benchmarking app, simply export graphs when the "Export to report" option is available.
Share with Team
The blue frame highlights which of your teammates has access to the report.
Duplicate
If you generate identical reports monthly, use the Duplicate option. Simply replicate the report and tweak only the date range for each block, saving you valuable time.
PDF Export
Effortlessly download your report as a PDF file for convenient printing.
Report Automation
Optimize your workflow by choosing 'Last Month' in the Date range. Every time you revisit the Report Builder, it will automatically display data from the previous month without any additional edits. Download the report effortlessly, ready to share with clients or present at meetings.
Possible Errors
Don't forget to select social channels in 'Connected Sources' and click 'Save Changes' to avoid encountering errors.
Troubleshooting Tip:
If you encounter an error, remove the problematic graph, create a new one, and ensure you connect the correct social channel before saving changes.
Let's look at an example report generated using the Report Builder. 👇
💡 Handy tip: Upload your report to your report folder in Files and keep everything in one place. This makes tracking your performance easier and keeps everyone in the loop.
