How to setup automated reports for a project

Adina Jipa -

We know how hard it is to manage multiple clients and send reports every month.

Now you can set up daily/weekly/monthly/quarterly reports which will land directly in your inbox or clients' inbox.

Here's a step by step guide:

  1. Click on the project name from the sidebar

2. Go to the  Autoreports section

3. Click on Add Autoreport

4. Configure your Autoreport by selecting the necessary data:

  • report type (Posts/profile/benchmark/brands)
  • Campaign (if applicable)
  • File extension (CSV/XLS/PDF/PPTX)
  • When you would like to receive the report (Daily/weekly/monthly/quarterly)
  • Who you would like to have the report sent to -  Add multiple emails separated by a comma or a semicolon.

5. Save your Autoreport by clicking "Add"

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