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.

In This Article:

1. How to Create a Custom Report for Multiple Accounts?
2. How to Add and Customize Report Elements?
3. How to Fine-Tune Your Report?
4. How to Preview, Export, and Share Your Report?

How to Create a Custom Report for Multiple Accounts?

Here is how you can set up a custom report for one or multiple accounts:

1. In your SocialPilot dashboard, navigate to Analytics from the side menu.

2. Click Manage Reports to access the report creation and management options.

   

3. Select Create Report to begin building a new report.

   

4. 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 (up to 10) you want to include in the report for a focused view on specific platforms. Filter the account view by Groups, Teams, Clients, or Platforms.
• Choose How to Create:
  • Standard Report: See all metrics for selected accounts. Full control over placing, editing, or omitting metrics.
  • Blank Report: Start with an empty builder. Add only the metrics you need for focused, concise reports.
  • Start from Template: Use a ready-made report structure. Select accounts, edit freely, and save time. Great for recurring reports.
  • Clone Existing Report: Pick a previous report as a base for a new one. Quick, efficient, and easy to customize.

5. Now, click on Create.

To learn the process of creating reports using templates, read our article on the same.

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.

Date Selection

First and foremost, you have to select the time period the report will be covering. To customize the date range of the report, go to the date drop-down below the share button and pick the option you require.

Here are the available options:

• Last 7 days
• Last 15 days
• Last 30 days (this option shows the data for the last 30 days)
• Last 1 month (this option fetches the data for the last one whole calendar month)
• Last 90 days (this option shows the data for the last 90 days)
• Last 3 months (this option fetches the data for the last 3 calendar months)
• Custom Date

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.
• Add Your Logo: Include a logo on top of the header for brand consistency.

How to Filter Post-Level Metrics by Tags

You can filter post-level metrics in your custom report using Tags added to posts in Manage Posts, Library, or Calendar. This helps you measure the performance of specific campaigns or themes directly within your report. To use the Tag Filter:

1. In your report, go to the Posts section.
2. Each post-level metric block includes a Tag Filter icon at the top-right corner.
3. Click the icon and select one or more Tags from the list.
4. The data in that block will automatically update to show results only for posts with the selected Tags.

How to Fine-Tune Your Report?

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

Change Settings:

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 Rearrange the Pages:

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

How to Preview, Export, and Share Your Report?

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 that everything is aligned and formatted correctly before sharing.

Exporting and Sharing Reports as PDF:

• Download as PDF: Save the report as a PDF for easy offline sharing or printing.
• Schedule for Automated Sharing: Set up a recurring schedule to send the report automatically (e.g., weekly or monthly).
• Email PDF: Enter the email address of any person, and they will receive a PDF copy of the report via email.

Share Report 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 Shareable Link option. Next, fill in the email address of the person you want to share the report with and then click on Add on the side of the email address field. If you try to add an invalid address, it will not be saved, so make sure to add a valid email address.

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

How to Remove an Account from a Report?

If you have created a report that includes analytics from multiple social media accounts, you can remove any of those accounts and their data while preserving the rest of the report.

1. Go to the Manage Report page and open your report.
2. Navigate to the menu bar on the right side and click on Manage.

3. Now, uncheck the account or accounts you want to remove.

   

4. Click on Save, confirm your selection, and Save again.