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.  

In this guide:

• How to schedule reports
• Reports calendar
• Customizing reports

🕹️ Interactive guide

How to schedule reports

1. On your dashboard, go to Reports → Schedule report.

2. Under Select report type, click on the dropdown to select the list of reports available:

• Social media performance - report that focuses on performance across your social profiles
• Post performance - report that analyzes the performance of your published content
• Review performance - report that focuses on reviews, rankings, and responses
• Tasks performance - report that measures your team's productivity
• Competitor analysis - report that compares your brand performance to others
• Sentiment analysis - report that focuses on understanding sentiment by categorizing comments, messages, mentions of the brand as positive, negative, neutral or mixed
• Industry benchmark - report that compares social media performance against industry standards or competitors

3. For timeframe, you have two options: Monthly or Weekly. 

4. Once you select a timeframe, you will get the option to generate the date to start the recurring report. You may also indicate how many times you would like to run the report in total.

5. Under Recipients, you will the list of available users in your account. You may add recipients as many as you'd like.

6. Finally, you may also add additional recipients who are non-users by listing their email addresses in the field provided.

7. Click Schedule and you're all set!

Reports calendar

1. To go to your reports calendar, go to Reports → View calendar.

2. All your past and scheduled reports will show in your reports calendar similar to this:

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 create customized reports through Vista Social.