How to Use Report Builder
To create a report in the Report Builder, you need to have at least one of the essentials, such as the Analytics App, Community Management App, or Benchmarking App.
Report Builder is accessible for all members of your team – the master account can give access to each team user individually in the Settings – Team & Users – Data Sources.
Once you have access to Report Builder, you can start creating your reports and share them with any teammate you choose.
👉 Enter the Report Builder from the left navigation panel.
👉 Create a new report.
👉 Set up the name of your report, and choose from edit options – insert paragraph, adjust the font size, upload images (company logo) and create tabs, and much more.
You can add a new title, paragraph, graph, and table for each new section, or you can use a page break.
👉 Add a Report Graph and choose the data source.
Once you choose the data source, select the Basic Info and choose the metric.
Choose the Graph type, set a date range, and choose if you want the Summary table or Max/Min values to be shown then click on Connected Sources and choose the social profile, and hit the Save changes button.
Export data directly from apps
In the Analytics and Benchmarking app, you can export graphs directly if there's the Export to report option available.
Share reports with your team
The blue frame indicates which one of your teammates has access to the report.
Duplicate your reports
If you generate the same reports each month, you can use the option Duplicate.
Duplicate the report and then only change the date range for each block and save time your time.
Simply download your report as a PDF file and print it out.
Select "Last Month" in the Date range, and every time you return to the Report Builder, you will see data for the last month; you don't need to edit anything. Then, you can just download the report ready to send to your clients or to show at a meeting.
An error will occur if you forget to choose the social profiles in Connected sources and hit the button Save changes.
Remove the graph with the error and create a new one, and make sure you connect the correct social profile and save changes.
If you have any questions, don't hesitate to contact us via the in-app chat or our email firstname.lastname@example.org. 🙂