- In Reports, click “New report”.
- Enter a name and choose a brand or “All brands”, a template and a period: “Last week”, “Last month”, “Last 30 days” or “Last 90 days”.
- Click “Create report”. The report builder opens.
Templates
- “Monthly client report”: the Summary, Content, Platforms and posting times and Audience pages, plus a blank “Plan for next month” page.
- “Weekly internal report”: one page with the week’s figures, the views trend and unanswered threads.
- “Blank”: one page to build from scratch.
Working in the builder
Pages are A4 landscape. Each one has a title, dashboard widgets and an “Agency comment” field that appears in the report. Add a widget with “Add widget” and set its width in columns, out of 12 per page. When widgets don’t fit, the builder shows “Widgets do not fit on the page”.
The text in the “Cover summary” field goes on the cover. “Write with AI” drafts it from the report’s figures for 10 AI credits. Check this text before sending.
“Download PDF” generates the file on the server in a few seconds. The file name is made from the report name and the start of the period. If PDF is temporarily unavailable, click “Print version” in the builder and choose “Save as PDF” in the print dialog.
An all-brands report can be created by someone with access to all brands. Analysts can create reports but can’t send them.