How To Schedule A Report


Lakshmi Kumaraswami

October 11, 2017 2 min read

Updated on October 12, 2017

Get Analysis, Comparison and Cross-channel Reports sent to your inbox every week or month. Here’s a step by step guide to scheduling a report.

  1. Head to the Report tab and click on ‘Schedule a report’

In this page, you’ll also be able to pause, unpause and delete your already scheduled reports.

  1. Choose the type of report you’d like to download or email

  1. Select the social network and profiles you’d like this report to feature

Here are a few things to keep in mind:

Analysis Report – you can select multiple brands and you’ll get separate analysis reports for each

Comparison Report – you can only select one group – the group will need to have at least two profiles in it.

Cross-Channel Report – select either one or multiple brand labels. Here’s how you create a brand label.

  1. Select a format

You can choose to have your scheduled report in more than one format – Excel – raw data, Powerpoint and Excel – charts.

  1. Schedule a date and time period for the report

You can schedule this to be a weekly or monthly report.

Weekly Report: choose a day for it to arrive every week with data from either the last 7 days or last week. (every Thursday)

Monthly Report: choose the date you’d like to it arrive every month with data from the previous month.

Then hit ‘Schedule Report’ and you’re done!


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