Custom Reports allow you to create customized insights across your social media portfolio, based upon metrics that are most important for your business. Custom Reports provide the ability to aggregate data across multiple social profiles in order to provide a holistic view of social media performance.
In this article we will outline:
Please Note: Custom Reports (included in Power Reports) are available for users on an Advanced or Tailored plan. If you would like to change your plan to access this feature, feel free to reach out to us here.
How to create a Custom Report
Custom Reports may be created in the Reports tool. There are six different types of Custom Reports available which are detailed in the section below.
Please Note: A user may create and edit a Custom Report if they have Admin/Editor permissions across all social profiles included in the report.
To create a Custom Report from the Reports tool:
Click the Create a report icon on the top-left of the screen
Choose the type of Custom Report
Select profiles to add to the report and press Next
Check the box next to any desired metrics and press Next
(Optional) Define the timezone for the report
(Optional) Upload a custom photo for the report
(Required) Enter a Report name
(Optional) Schedule automatic report exports
(Optional) Upload a logo to be added to any PDF exports
(Optional) Enter the report author's name
Click Create
What type of Custom Reports are available?
Agorapulse offers several types of Custom Reports, which can provide aggregated or individual insights. Each report allows you to include/exclude any available metrics. Not all metrics are available across each social network.
The Custom Report options include:
More information on each report is available below.
Aggregated report - by profile
Profile Limit: Between 2 and 6
The Aggregated report - by profile allows you to view and combine metrics across multiple social profiles and networks. This report will provide aggregated metrics for all included profiles. This custom report has been designed to view brand performance across all social channels.
Metrics Available:
Overview: Top-level overview of publishing and audience data
Audience insights: Audience growth, Impressions, Engagement, Engagement Rate, Label Distribution
Content summary: Publishing, Top content (based upon chosen metric)
Community management: Replies sent, Reviewed items
Aggregated report - by network
Profile Limit: 2+
The Aggregated report - by network allows you to view and combine metrics for profiles on the same social network. This report will provide aggregated figures on a per network basis. This custom report has been designed in order to monitor and compare channel performance.
Metrics Available:
Overview: Top-level overview of publishing and audience data
Audience insights: Audience growth, Impressions, Engagement, Engagement Rate, Label Distribution
Content summary: Publishing, Top content (based upon chosen metric)
Community management: Replies sent, Reviewed items
Details by profile/page: Performance related to each page/profile
Label report
Profile Limit: 1 profile and 1 label +
The Label report allows you to view publishing and performance data based upon publishing labels. In order to utilize this report, publishing labels must be created and added to posts. More information is available here. This custom report has been designed in order to track publishing performance related to customized labels.
Metrics Available:
Overview: Top-level overview of publishing and audience data
Publishing: Published content data
Reach: Unique viewers of social content
Impressions: Number of views
Engagement: Number of audience interactions
Top Content: Best performing content (based upon chosen metric)
Individual report
Profile Limit: Between 1 and 50
The Individual report provides a deep dive on audience and performance metrics on a per profile basis. These results will not be aggregated and will be shown per profile. This custom report has been designed in order to provide a comprehensive overview of profile specific performance.
Metrics Available:
Audience insights: Audience growth, Impressions, Engagement, Engagement Rate, User activity, Mentions, Video views, Inbox sentiment score, Inbox sentiment per day, Demographics, Label Distribution
Content summary: Publishing, Top content (based upon chosen metric), Best day and time to publish, Best type to publish, Best label to publish
Community management: Overview, Replies sent, Reviewed items, Team performance
Competitors: Includes competitor information from the Competitors Report
Aggregated and Individual report
Profile Limit: Between 2 and 50
The Aggregated and Individual report allows you to aggregate data by profile or network and additionally provides a deeper dive on profile specific performance. This report has been designed to provide a complete overview of individual and cumulative performance.
Metrics Available:
Choose how to aggregate data: By Network or Profile
Overview: Top-level overview of publishing and audience data
Audience insights: Audience growth, Impressions, Engagement, Engagement Rate, Label Distribution
Content summary: Publishing, Top content (based upon chosen metric)
Community management: Replies sent, Reviewed items
Details by profile/page: Performance related to each page/profile
Team Performance report
Profile Limit: 2+
The Team performance report allows you analyze team member efficiency and performance when managing conversations in Agorapulse's Inbox. This report allows for the aggregation of data across multiple social profiles. The report has been designed to track community management efforts across multiple social profiles.
Metrics Available:
Overview: Average of team member Inbox performance metrics
Community Management: Replies sent, Reviewed Items (per team member)
How to view and manage a Custom Report
Once a Custom Report has been created, it will appear under the Customized sub-heading in the Reports sidebar.
To view a Custom Report from the Reports tool:
Expand the Customized sub-heading in the Reports sidebar
Click on the desired Custom Report name
To edit a Custom Report:
Open the relevant Custom Report
Click on the Modify report option from the drop-down
Choose the specifications of the report (available here)
Press Save when complete
To delete a Custom Report:
Open the relevant Custom Report
Click on the Delete report option from the drop-down
Select Yes, I'm sure to confirm deletion
How to export a Custom Report
To export a Custom Report from the Reports tool:
Expand the Customized sub-heading in the Reports sidebar
Click on the desired Custom Report name
Click the Export icon on the top-right of the screen
The Custom Report will automatically be emailed to you in PDF format.
How to schedule automatic custom report exports by email
Custom Report automatic exports are configured in the Custom Report creation process (see here). To enable automatic Custom Report exports while creating a Custom Report in the Settings tab:
Toggle on Automatic scheduled reports
Select the reporting frequency (Weekly or Monthly)
Select who should receive the report (internal)
Select who should receive the report (external)
Configure the language
Configure the timezone
Configure the date and time format
Select what day of the week the report should start on (Sunday or Monday)
Once you have entered these options, you may finalize the report creation process. The report will automatically schedule.
If the report has already been created, you may edit a Custom Report to update the automatic export settings.
