How to schedule reports

In Vista Social, you can schedule and automate PDF reports to get analytics for your connected profiles. Reports can be delivered weekly or monthly to your email or other recipients.

This guide shows you a step-by-step guide on how to schedule and automate your reports in your Vista Social account.  

How to schedule reports

1. From the left main menu, go to Reports → Schedule report.
   
2. Under Report details → Report type, click on the dropdown to select the list of reports available:
   
   • Profile performance - report that focuses on performance across your social profiles
   • Post performance - report that analyzes the performance of your published content
   • Advocacy performance - report that focuses on performance across your advocacy group
   • Competitor analysis - report that compares your brand performance to others
   • Inbox performance  - report that focuses on the performance of your inbox, including response activity and engagement
   • Industry benchmark - report that compares social media performance against industry standards or competitors
   • Listener performance - measure overall results of your listeners, your potential impressions, as well as the sentiments of the engagements you have gained.
   • Paid performance - report that focuses on the impact and results of paid marketing campaigns
   • Review performance - report that focuses on reviews, rankings, and responses
   • Sentiment analysis - report that focuses on understanding sentiment by categorizing comments, messages, mentions of the brand as positive, negative, neutral or mixed
   • Tasks performance - report that measures your team's productivity
3. Under Schedule, you can set your report's timeframe, date & time of generation, and recurrence: 
   
4. Under Delivery, you can choose the format of your report (PDF or report link) and choose the report recipients from your team. You may also add additional recipients who are non-users by listing their email addresses in the field provided. 
   
5. Customize the subject line of the report email. This is the email subject the recipient will see in their inbox. Under Email content, write the message that will appear inside the email body along with the attached report. Use this to add context or personalize the delivery.
6. Finally, click Schedule, and you're all set!
   

Reports calendar

1. To go to your reports calendar, go to Reports → Calendar.
   
2. All your past and scheduled reports will show in your reports calendar, similar to this:
   
3. Reports that have already been generated will show a Download button so you can get a copy anytime.
   

Making changes to your scheduled report

If you need to make some changes to your scheduled report, you can do this in your report calendar. 

1. Go to your report calendar, where all scheduled reports are displayed.

2. Locate the report you’d like to edit and click on it. A pop-up with report details will appear.
   
   

3. In the pop-up window, you’ll see options to update the social profiles you're running a report for, report type, label, template, scheduled time, recipients, and email addresses. 

4. Make the changes you need, and once you’re done, click Update to apply your changes.
   

5. You may also remove your report in the same window. You may choose to delete only the current report or include any subsequent reports as well.
   
   

Customizing reports

You can customize sections, add branding, or create a cover page in your report by customizing it using the Report Builder. Check out this guide on how to create customized reports through Vista Social.