Overview

Scheduled Reports allow you to automatically generate and receive analytics reports on a regular basis. Set up once and receive comprehensive insights via email weekly, monthly, or on-demand.

Getting Started

Accessing Reports Manager

1. Navigate to Reports in the main menu
2. View your existing reports or create a new one
3. Click Create Report to begin

Creating a New Report

Step 1: Report Configuration

Report Name

Choose a descriptive name that indicates the report's purpose:

• ✅ "Monthly Executive Summary"
• ✅ "LinkedIn Performance - Weekly"
• ✅ "Client Report - Q4 2024"
• ❌ "Report 1"

Report Type

Select the focus of your report:

• Performance Overview: Comprehensive metrics across all platforms
• Growth & Audience: Follower trends and audience insights
• Content Engagement: Detailed engagement breakdowns by content type

Step 2: Data Selection

Date Range

Configure what time period the report covers:

• Last 7 Days: Weekly updates
• Last 30 Days: Monthly reports
• Last 90 Days: Quarterly summaries
• Custom Range: Specific date span for special reports

Dynamic vs. Fixed:

• Dynamic ranges (e.g., "Last 30 Days") update automatically with each generation
• Fixed ranges (e.g., "January 1-31, 2024") remain static

Platform Selection

Choose which platforms to include:

• Select all for comprehensive view
• Select specific platforms for targeted analysis
• Mix and match based on client needs

Social Accounts (Optional)

• If empty: includes all connected accounts
• Specify accounts for client-specific or team-specific reports

Step 3: Metrics Configuration

Select which metrics to include in the report:

• Follower Count: Total and change
• Impressions: Content views
• Reach: Unique viewers
• Engagement: Likes, comments, shares
• Engagement Rate: Percentage metric
• Link Clicks: Traffic generation
• Platform-Specific: Story views, watch time, etc.

Tip: Include fewer metrics for executive summaries, more for detailed analysis.

Step 4: Schedule Setup

Frequency Options

• Manual Only: Generate on-demand only (no automatic generation)
• Weekly: Every Monday at 8 AM (your timezone)
• Monthly: First day of month at 8 AM
• Custom: Advanced scheduling (coming soon)

Email Recipients

Add email addresses to receive the report:

• Separate multiple addresses with commas
• Include internal team members and/or clients
• Recipients receive a link to download the report

Security Note: Report links expire after 7 days for security.

Step 5: Format Selection

Choose output format (can select multiple):

• PDF: Professional presentation format

  • Includes charts and visualizations
  • Best for client reports and presentations
  • 5-15 pages typical

• CSV: Spreadsheet format

  • Raw data for analysis
  • Import into Excel, Google Sheets
  • Multiple sheets for different metric types

• XLSX: Excel format

  • Formatted sheets with formulas
  • Charts embedded
  • Best for data analysis

Managing Existing Reports

Report List View

See all your saved reports with:

• Report name and type
• Schedule frequency
• Last generation date
• Quick actions (generate, edit, delete)

Actions

Generate Now

Click the download icon to:

• Generate report immediately with current data
• Download automatically when ready
• Bypasses schedule (useful for ad-hoc client requests)

Edit Report

Click the edit icon to:

• Update any configuration
• Change schedule or recipients
• Modify metrics selection

Note: Changes apply to future generations, past reports unchanged.

Delete Report

Click the trash icon to:

• Permanently delete report configuration
• Stops future automatic generations
• Past generated reports remain accessible for 30 days

Viewing Generated Reports

Each report row shows:

• Last Run: Timestamp of most recent generation
• Download: If report was generated in last 7 days, download link available
• Status:
  • ✅ Success
  • ⏳ Generating
  • ❌ Failed (click for details)

Understanding Your Reports

PDF Report Structure

1. Cover Page: Report name, date range, generation date
2. Executive Summary: Key metrics and changes
3. Platform Overview: Pie charts showing distribution
4. Growth Trends: Line charts for follower/engagement trends
5. Top Content: Best performing posts/content
6. Detailed Metrics: Tables with all selected metrics
7. Appendix: Methodology and notes

CSV/XLSX Report Structure

Sheet 1: Summary

• Overview metrics
• Period comparisons
• Totals by platform

Sheet 2: Daily Metrics

• Date-by-date breakdown
• All selected metrics
• Filtered by platform/account

Sheet 3: Content Performance

• Individual post metrics
• Sorted by engagement
• Links to original posts

Sheet 4: Metadata

• Report configuration
• Generation timestamp
• Data sources

Advanced Features

Filters and Customization

Campaign Filtering (Coming Soon)

Filter reports by specific campaigns or content themes.

Comparison Reports

Compare two time periods side-by-side:

• This month vs. last month
• This quarter vs. same quarter last year

Custom Branding (Enterprise)

• Add company logo to PDF reports
• Customize color scheme
• White-label for client delivery

API Access (Enterprise)

Generate reports programmatically via API:

POST /api/reports/:reportId/generate

Best Practices

For Executives

• Weekly snapshot: High-level metrics, top 3 insights
• Format: PDF
• Metrics: Follower growth, engagement rate, top post
• Length: 1-2 pages max

For Marketing Teams

• Weekly detailed: Full breakdown for tactical planning
• Format: XLSX
• Metrics: All available metrics
• Delivery: Monday morning for weekly planning

For Clients

• Monthly summary: Demonstrates value delivered
• Format: PDF
• Metrics: Growth, engagement, content performance
• Include: Custom insights and recommendations (manual)

Scheduling Tips

• Weekly reports: Monday morning (plan week ahead)
• Monthly reports: 1st or 2nd of month (give platforms time to finalize data)
• Avoid: Weekends (reports may be overlooked)

Troubleshooting

Report Generation Failed

Common Causes:

• No data in selected date range
• Platform API temporarily unavailable
• Account disconnected or token expired

Solutions:

• Check social account connections
• Verify date range has published content
• Retry generation in 1 hour

Missing Data in Report

Possible Reasons:

• Platform doesn't provide that metric
• Metric not applicable to selected content
• Insufficient permissions on social account

Action:

• Review platform capabilities
• Reconnect account with full permissions

Report Email Not Received

• Check spam/junk folder
• Verify email address in recipients list
• Check email server isn't blocking (IT department)
• Download directly from Reports Manager instead

Large File Size

PDF reports with many charts can be large (10-50 MB):

• Consider shorter date ranges
• Use XLSX for data-heavy reports
• Limit number of platforms in single report

Tips for Success

1. Start Simple: Create one basic weekly report to get familiar
2. Iterate: Add metrics and refinements over time
3. Automate: Set schedules to save time
4. Share Widely: Loop in stakeholders early
5. Act on Insights: Use reports to drive strategy, not just track

FAQ

Q: Can I backdate reports? A: Yes, use custom date ranges for historical analysis.

Q: How long are generated reports stored? A: Report files are accessible for 30 days after generation.

Q: Can I regenerate a past report? A: Yes, click "Generate Now" and it will use current configuration with latest data.

Q: What's included in email notifications? A: Report name, date range, and download link (link expires in 7 days).

Q: Can I schedule reports for specific weekdays? A: Currently weekly reports generate on Mondays. Custom day selection coming soon.

Support

For help with scheduled reports:

• Email support@tendsocial.com
• Check Analytics Documentation
• Request feature enhancements

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Last Updated: December 2025 Version: 3.0