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How to export Agorapulse reports

Learn how to export insights from Agorapulse reports!

Agorapulse provides flexible export options for reports that allow you to generate detailed insights for your social media profiles. Facebook, Instagram, Threads, LinkedIn, X (Twitter), TikTok, and YouTube reports can be exported.
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In this article, we will outline:

For more information on configuring Agorapulse reports, take a look at this article.
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For more information on specific reports, you can reference the following articles: Audience Report Explained, Posts Insights Report Explained, and Posts Performance Report Explained.

Please note: Users with Owner, Co-owner, and Manager roles can export and schedule reports by default. Advanced Members and Members require Admin or Editor access to export or schedule reports.


How to export Agorapulse reports

After selecting a social profile from the left-hand navigation menu under Social profiles, there are 3 export options to choose from. Each report export has the ability to be filtered. The filtering criteria and availability for each report section are available here.

​We have detailed each export below:

  • PDF live preview - A PDF export that allows you to customize the insights that are included from all sections of the Audience Report, Posts Insights Report, and Community Management Report. When selected, a new window will open, allowing you to customize your report and preview the changes in real time.

  • Send PDF - A PDF export that includes visuals and insights from all sections of the Audience Report, Posts Insights Report, and Community Management Report. This report cannot be customized and, when selected, will automatically be exported to the email address associated with your Agorapulse account.

  • Other export options - This option will open a pop-up and let you select from the following CSV and PowerPoint exports:

    • CSV Global Data - A CSV export including metrics for content published during the selected reporting period

    • CSV Content Performance Data - A CSV export including metrics from the Posts Performance Report for all posts published during the selected reporting period

    • PowerPoint Global Data - A PowerPoint export including visuals and insights from all sections of the Audience Report, Posts Insights Report, and Community Management Report. This export is not customizable.

For information on exporting a Custom Report, take a look at this article.

Please note: PowerPoint report exports (included in the Power Reports feature) are available for users on an Advanced or Custom plan. If you would like to change your plan to access this feature, feel free to reach out to us here.

To export a report, please follow the steps below:

  1. Choose a social profile from the left-hand navigation menu under Social profiles

  2. Click the orange Export drop-down at the top-right

  3. Select an export option (i.e., PDF live preview, Send PDF, Other export options)
    ​Note: When selecting the PDF live preview option, a new window will open, allowing you to customize your report and preview the changes in real time.

  4. (Optional) For CSV exports, click on the Customize export icon and add selected filters

  5. Click Export
    ​Note: When using the PDF live preview option, you will have two export options:

    • Download PDF

    • Send PDF (Email)

Exports will be sent via email to the email address associated with your Agorapulse user account.

Please note: In the CSV Content Performance exports, the Content Type column is only displayed on Instagram exports. For Facebook, LinkedIn, and X, you will need to select the Content Type from the Custom Filters in your reports prior to exporting to see content of a specific type.

Note: Report exports may be delayed during periods of high export volume. Weekly reports (sent on Mondays) and monthly reports (sent on the 2nd of each month) are generated on the same day for all clients, and can contribute to temporary delays in the reports' delivery.

How to export individual graphs in reports

It is possible to export individual visuals (graphs or charts) from sections within the Audience Report, Posts Insights Report, and Competitors Report. These sections can be exported for the following social profiles:

  • Facebook

  • Instagram

  • Threads

  • LinkedIn

  • X (Twitter)

  • TikTok

  • YouTube

To export an individual graph in reports, please follow the steps below:

  1. Navigate to the desired section of the relevant report

  2. Click Export chart on the top right of the section header

The graph/chart will be downloaded in PNG format.

How to export Social Media ROI reports

Social Media ROI reports (Social Analytics, Your Social ROI, and Content) can be exported to your email as a PDF file. You can export your Social Media ROI report by:

  1. Under Analytics, select Social Media ROI

  2. Select the report that you would like to export (Social Analytics, Your Social ROI, and Content)

  3. Click the orange Export icon on the top-right

The export will be sent via email to the email address associated with your Agorapulse user account as a PDF.
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Please note: In Social Media ROI reports, individual graphs cannot be exported.

How to schedule automatic report exports

Please note: Automatic report exports (included in the Power Reports feature) are available for users on an Advanced or Custom plan. If you would like to change your plan to access this feature, feel free to reach out to us here.

It is possible to set up automatic report exports and schedule them to be sent to your email on a regular basis. The following reports are available for automatic export:

  • PDF - Global Data

  • PDF - Selected Data

  • CSV- Global Data

  • CSV - Content Performance Data

  • PowerPoint - Global Data

To schedule report exports, please follow these steps:

  1. Choose a social profile from the left-hand navigation menu under Social profiles

  2. Click Schedule reports on the top right
    or
    Click Schedule your report and receive it in an automatic, recurring way in the Export options pop-up

  3. Select + Schedule report in the Automatic scheduled reports menu

  4. Enter the report name

  5. Choose the type of report

  6. Choose the report export frequency
    ​Weekly will be scheduled for export each Monday (for the previous week)
    ​Monthly will be scheduled for the 2nd of each month (for the previous month)

  7. Select Internal recipients from your Agorapulse organization
    ​Users with a Member role can only select themselves

  8. Add an External recipient by entering their email and first/last name
    ​You can add multiple External recipients by selecting + Add another external recipient

  9. Configure the language

  10. Configure the timezone
    ​Scheduled reports are usually sent at 10:30am (in line with the configured timezone)

  11. Configure the date and time format

  12. Select what day of the week the report should start on (Sunday or Monday)

  13. Click Save

The scheduled report export will now be visible in the Automatic scheduled reports menu.

Please note: Filters are not available for scheduled report exports.

How to manage scheduled reports

From the Automatic scheduled reports menu, you can edit or delete scheduled report exports.

To edit or delete a scheduled report export from the Automatic scheduled reports menu:

  1. Click on the name of the scheduled report

  2. Make any changes to the Export settings and press Save
    or
    Click the Delete icon and confirm the deletion

How to validate your email as an external recipient

If an external recipient's email is not validated, a red warning will appear in Agorapulse under the recipient's email after the Weekly or Monthly report has been sent, saying: "This email address has not been validated by the user."

To continue receiving scheduled reports, the external recipient must validate their email. To validate their email, they will need to:

  1. Check their email for an email titled "Your weekly/monthly __ report" once the first Weekly or Monthly report has been sent

  2. After opening the email, under "To continue receiving this report every week", they will need to click Confirm your email.

Troubleshooting

If email validation is not working, remove and re-add the external recipient by following these steps:

  1. Go to Organization Settings

  2. Click Scheduled Reports

  3. Select the relevant social profile used for the scheduled report

  4. Remove the external recipient from the scheduled report

  5. Add the external recipient again

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