How to Create and Share a Report

Need to create a client-ready social media report or export analytics for offline viewing? Our platform makes it easy to generate, customize, and share performance reports with your team or clients in just a few clicks.

Create and Access Your Report

Once your report is generated, you can manage it directly from the reporting dashboard.

To edit, copy, download, or delete a report:

1. Locate the report you'd like to manage.

2. Click the gear icon next to the report title.

3. Choose one of the following:

   • Edit the report layout or filters.

   • Copy Link to get a shareable URL.

   • Download a PDF version.

   • Delete the report if it’s no longer needed.

Pro Tip: Use the Copy Link option to easily send a shareable report to your client via email, Slack, or any messaging platform. No login is required to view!

Viewing Your Report

Your report starts with a high-level overview of all connected social media accounts, showing performance across platforms.

To explore deeper insights:

1. Click Accounts (top left of the report screen)

This section provides a granular view of:

• Individual platform performance

• Trend tracking

• Post-level analytics

Use the dropdown menu in the header to switch between accounts.