How to setup automated reports for a project


| Reporting | Adina Jipa

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

Now you can set up monthly or 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

Select the profile name from the sidebar

2. Click on "Settings"

3. Go to the Automated Reports section

Here you can find the automated reports section

4. Select a period of time - monthly or quarterly reports

5. Insert the emails you'd like to receive the automated report

Add multiple emails separated by a comma or a semicolon.

6. Save your automated reports settings before leaving

You or your clients will get .pdf reports for each page within the project.

Automated reports

Wondering how to delete a profile or page? This guide might help you.

Adina Jipa

Adina Jipa

Making successful mistakes as a co-founder @socialinsider. I love writing about social media strategies, psychology & consumer behavior.

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