How to Build Custom Social Media Reports on SocialPilot?

Social media reporting can be challenging, especially when typical reports are packed with irrelevant data that doesn’t directly serve your goals. SocialPilot’s Custom Report Builder changes that by allowing you to create highly focused, professional reports that highlight what’s most important. With features like drag-and-drop widgets, customizable headers, and a variety of layout options, you can now build, tailor, and share insightful reports with clients in just a few steps.

How to Set Up a Custom Report?

Here is how you can set up a custom report:

In your SocialPilot dashboard, navigate to Analytics from the side menu.
Click Manage Reports to access the report creation and management options.

Select Create Report to begin building a new report.

A setup screen appears where you can:

Name Your Report: Give your report a title that reflects its purpose.
Select Social Media Accounts: Choose the accounts you want to include in the report for a focused view on specific platforms.
Choose Between Templates and Blank Design:
- Template: Provides a ready-made layout with essential metrics that can be customized to fit your needs.
- Blank Design: For complete control, start with a blank layout and add elements as you wish.

How to Add and Customize Report Elements?

The custom report builder offers a variety of widgets to showcase different data types. These widgets make it easy to create a visually organized and engaging report.

Drag-and-Drop Metrics:

You will find blocks on the right side of the editing screen for various metrics like Engagement, Reach, and Conversions.
To add a block, drag the block into the main report layout.
To arrange and resize, you can resize and move blocks to create a clear and organized layout.

Enhancing Reports With Additional Elements:

Title Blocks: Use these to add headings that organize your report into sections.
Image Blocks: Add images of top-performing posts to visually highlight specific achievements.
Text Blocks: Use text blocks for context, trend explanations, or campaign insights to provide a comprehensive view of your social strategy.

How to Fine-Tune Your Report?

To create a professional, client-ready report, SocialPilot offers settings for further customization.

Under Settings, you can:

Toggle Account Names: Choose whether to display the names of each account, which is helpful if you’re reporting on multiple profiles.

Enable Comparison Statistics: Show growth or performance comparisons to provide more context around the data.

To manage page:

If your report grows lengthy, use the Pages tab to add additional pages, organize content, and maintain an easy-to-follow layout.

Adding a Custom Header:

Add Your Logo: Include a logo on the left side of the header for brand consistency.

Custom Text: Enter details like report date, client name, or website URL on the right side to personalize the header.

Previewing the Report: Click on Live Data to view the report as it will appear in the final PDF format. It will take you to a different tab where you can view all the analytics. This ensures everything is aligned and formatted correctly before sharing.

Exporting and Sharing Options:

Export as PDF: Save the report as a PDF for easy offline sharing or printing.
Schedule for Automatic Sending: Set up a recurring schedule to send the report automatically (e.g., weekly or monthly).

Share via Link:

Share via Link feature makes report sharing accessible to anyone. It allows users to send reports to any email address, regardless of whether the recipient is a client or has a SocialPilot account. With this recipients can view and download reports without needing to log in for seamless collaboration and communication.

Go to Settings and locate the Share via Link option. Next, fill the email address of the person you want to share the report with and then tick the report link and save it to send the link of the report.

Click Save to generate and send the report link to the specified email. Now the link recipients can view and download reports directly from the shared link, with no need for a SocialPilot account.