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:

  • Click on the project name from the sidebar
Click on the project name from the sidebar
  • Click on settings
Choose settings from the menu
  • Go to the Automated Reports section
  • Click to enable automated reports for each page within the project
  • Select a period of time - monthly or quarterly reports
  • Insert the emails you'd like to receive the automated report. Add multiple emails separated by a comma or a semicolon.
  • Save your automated reports settings before leaving
How to setup automated reports for clients or managers

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

Here's the email report

Don't know how to create and organize clients projects with Socialinsider 👉 here's a helpful guide.

Adina Jipa

Adina Jipa

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

Read More