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Vista Social allows you to customize what you want to see in your analytics reports. Create a cover page, add and remove which section or metric you want to include in the report, and save it as a template so you can use it later on.
In this guide:
How to create a custom analytics report
1. Go to Reports → Run Report → Report Builder.
2. Click Add Template.
3. In the Report Builder window, you now have the option to choose which metrics you want to be included in the template.
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Note: The up/down indicators marked in red or green indicate a comparison from the previous period. |
4. You may also add a cover page if you wish to add some text or image on the first page of the report.
5. Customize the rest of the report by:
A. Adding additional text per section
B. Renaming metrics
C. Hiding sections you want to exclude in the report.
Adding additional text per section
1. You may add additional text in the report sections to explain what the data is all about or to provide more information in general.
2. To add additional text per section, simply click Add additional text for this report section. Type in your additional text and save the template after you are done with your customization.
3. To remove the section, click on Remove additional text for this report section.
Renaming the metrics
1. You can also rename each metric in case your organization uses different terminology for the metric. 2. To rename a metric, click the pen icon beside the title of the metric and you should now be able to rename it.
Hiding sections in the report
To easily hide sections you want to exclude in the report, click the eye icon on the upper right hand part of the section and it will automatically be excluded in the report.
How to use your template in reports
1. Once you are finished creating the report, add a template name and click Save template.
2. To run the report, go to Report Builder once again to find your list of templates and click Run report.
3. You may also click Run report from the Reports dashboard.
4. Inside the Report, choose your report template and the date range you want to generate a report for (default is last 30 days). Once the date is selected, click the download button right beside it.
5. The system will then generate a PDF report sent to your email, which you can share with your clients or team! Alternatively, you can also share the report as a shareable link, or export it as a CSV file.
6. When you schedule reports, you may also use your template by choosing it from the dropdown.
Need further help?
If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙
Related Reading:
Creating custom analytics reports
How to run or schedule reports
Social media performance report
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