Report Studio is a customizable reporting tool that allows you to build professional, data-driven reports from the ground up using a flexible grid system. By utilizing a library of widgets and structural elements, you can create tailored reports that provide clear insights for your social media performance.
The Report Studio beta supports single-profile and aggregated reports for Facebook, Instagram, Threads, LinkedIn (Company & Personal), X (Twitter), TikTok, and YouTube.
In this article, we will cover:
Please note: This feature is currently in beta and is only available to users on a Tailored (Custom) plan.
How to create a new report
The creation process is a guided three-step wizard to ensure your report is configured before you enter the editor.
To create a new report, you will want to:
Click the Analytics icon from the left-hand navigation menu
Choose Reports
Click the Create a report icon on the top-left of the screen
Click Report Studio
Select to start from scratch or select from the following templates:
Aggregated by network report: A template designed for an aggregated by network report
Aggregated by profile report: A template designed for an aggregated by profile report
Meta split organic paid: Provides an organic/paid breakdown by profile for Meta profiles
Single-profile report: A template designed for a single profile report
Choose one or more social profiles to include in the report
Under Report name, add a name for your report
(Optional) Under Report image, upload a picture/logo for use as the report image and in PDF exports
Define the time zone to use for the report by selecting to use the timezone of your browser, or select one from the list
Click Build report
Please note: You can edit any of these selections later by clicking on the Pencil icon at the top of the report next to your report name or profile selected.
Browsing the widget library
The Widget library is located in the left sidebar of the Report Editor and contains all available data and structural components. Widgets are grouped into five distinct categories to help you find specific data points:
Audience: 12 widgets covering follower growth, reach, and demographics
Content: Nine widgets for post engagement, publishing activity, and top content
Stories: Five widgets for Story-related metrics only for Instagram
Community Management: Three widgets for reply metrics and team moderation activity
Miscellaneous: Two widgets (Title and Text) used for section headers and commentary. Title and Text widgets are available for all social networks.
In each category, the widget card displays Network badges to indicate which platforms are supported. For example, the Reach widget under Audience metrics is only available for Facebook, Instagram, and LinkedIn.
Note: If no network badges are displayed below a widget, this means that all social networks are supported.
The tables in the drop-downs below represent one of the five widget categories. The first column lists the specific widget, and the subsequent columns list the relevant social network. A ✓ symbol indicates that the social network has access to the corresponding widget, and a ✗ symbol indicates that the widget is not available on that social network.
Audience
Audience
Widget | Threads | Youtube | X (Twitter) | TikTok | |||
Audience growth | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Engagement | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Engagement rate | ✓ | ✓ | ✓ | ✗ | ✓ | ✗ | ✓ |
User's activity | ✓ | ✓ | ✓ | ✗ | ✓ | ✓ | ✓ |
Impressions/Views | ✓ | ✓ | ✓ | ✓ | ✓ | ✗ | ✓ |
Video views | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ |
Estimated watch time | ✗ | ✗ | ✗ | ✓ | ✗ | ✗ | ✗ |
Reach | ✓ | ✓ | ✗ | ✗ | ✓ | ✗ | ✗ |
Mentions | ✓ | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ |
Hashtags and interactions | ✗ | ✓ | ✓ | ✗ | ✗ | ✓ | ✗ |
Label distribution | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Inbox sentiment score | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✗ |
Inbox sentiment per day | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✗ |
Demographics | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✗ |
Profile performance | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Content
Content
Widget | Threads | YouTube | X (Twitter) | TikTok | |||
Post reach | ✓ | ✓ | ✗ | ✗ | ✗ | ✗ | ✓ |
Posts engagement | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Posts avg. completion rate | ✗ | ✗ | ✗ | ✗ | ✗ | ✗ | ✓ |
Posts Impressions/Views | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Published posts | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Top content | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Best day & time to publish | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Best post types | ✓ | ✓ | ✓ | ✗ | ✓ | ✓ | ✓ |
Best label to use | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Content performance | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Story
Story
Widget | Threads | YouTube | X (Twitter) | TikTok | |||
Stories publishing | ✗ | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
Stories reach | ✗ | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
Stories engagement | ✗ | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
Stories impressions/views | ✗ | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
Top content | ✗ | ✓ | ✗ | ✗ | ✗ | ✗ | ✗ |
Community management
Community management
Widget | Threads | YouTube | X (Twitter) | TikTok | |||
Replies sent | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Reviewed items | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Team replies | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Team reviews | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
How to add and customize widgets
When adding a widget, you can select the relevant report category (e.g., Audience, Content, Stories) or use the Search bar to find a specific widget. When selecting a widget, only the metrics and chart types compatible with the report's profile and the chosen widget type are shown.
To customize and add a widget to your report, you will need to:
Click on Add next to the relevant widget
Under Profile selection, you can select the social profile that you would like to highlight. If the widget supports aggregate data, multiple profiles can be selected.
For Data aggregation, if multiple social profiles are selected, you can select from the following options for how your aggregated data is presented by the widget:
Grouped by profile: Data will be shown separately for each selected profile, allowing you to compare individual profile performance
Grouped by network: Data will be grouped by social network (e.g., all Facebook data, all LinkedIn data).
Note: If more than 10 profiles are selected, data is automatically grouped by network.
Under Widget style, you will be able to configure:
Widget size: Widgets use a 12-column grid system to organize your content. You can choose between:
Mini (3 columns): Single KPI numbers
Small (6 columns): Compact charts or side-by-side comparisons
Medium (9 columns): Most chart types
Large (12 columns): Detailed tables and trend lines
Widget display: Depending on the widget, you can choose from:
Line chart: for trends over time
Column / Bar chart: comparisons across categories
Pie / Distribution chart: proportional breakdowns
Table: detailed rows of data
Word Cloud: for hashtag or label frequency
World Map: for geographic reach
Gauge: for single KPI progress indicators
Metrics & details: Choose the metrics you wish to display, such as:
Followers Gained or Lost
Reach
Video Views
Clicks
Shares
Comments
Inbox/Publishing labels
Hide labels (Select the individual labels you want to hide from the graph)
Note: The available metrics depend on the widget type and the social network of the selected profile.
Filters: Some widgets support content filters:
Content type filter: filter by Photo, Video, Carousel, Reel, Story, Link
Content label filter: filter by user-defined publishing labels
Graph settings: Additional options may be displayed depending on the selected widget, such as:
Show/hide legend
Metric format: Percentage vs. absolute value
Data granularity: Daily, weekly, or monthly grouping
Table columns: Show totals, show variation vs. previous period
Sorting: Sort by any metric, ascending or descending (for Top Content-style widgets)
Once you have finished customizing your widget, click Save widget at the top right of the page
Using Title and Text widgets
Under Miscellaneous in the Widget Library, you can select Title and Text widgets. These are non-data elements that help you add structure, commentary, and narrative within your report.
Title widget: Use this to add section headers. You can set a Heading level from H1 (largest) to H6 (smallest) to establish a visual hierarchy.
Text widget: Use this to add a free-form rich text block for summaries, introductions, or annotations.
Note: The editor supports bold, italic, and paragraph breaks
Please note: When adding Title widgets to a report, the PDF preview/export will automatically use them as section markers to produce clean, professional page breaks.
How to customize your report
After you add your desired widgets, you can arrange them using a 12-column grid system. This structure ensures that your report maintains a professional alignment while allowing for varied widget sizes.
The following options are available to customize your report:
Reorder your widgets to a new position on the grid by clicking on a widget and dragging it to the desired position on the grid
Hover your cursor over a widget, and you can select from the following options:
Duplicate: Create an exact copy of the widget.
Edit: Modify the data sources or visualization type.
Delete: Remove the widget from the report entirely.
Move to top: Moves the widget to the first position on the current tab.
Move to another tab: If additional tabs have been created, transfer the widget to a different tab
Please Note: You can only drag and drop widgets within the same tab; they cannot be dragged and dropped between different tabs.
How to organize your reports using Tabs
Tabs allow you to categorize your data into distinct sections, such as Audience or Content performance. Each tab operates on its own independent grid layout, which provides unique organizational possibilities for each Tab.
To create a new Tab:
Click Add tabs to create a new section in your report
Enter a title for the tab in the pop-up window, ensuring the name does not exceed the 30-character limits
Note: You can add additional tabs by clicking +Add tabClick and drag the six dots icon to the left of the name to organize your tabs to your preferred order
Click Save
Once you have finished customizing your report, click Save at the top right of the screen to finalize your customizations.
Note: In the pop-up, you can select the Trash can icon to the right of the tab's name if you wish to remove that specific tab and its contained widgets.
How to view and manage reports created in Report Studio
Once a report has been created using Report Studio, it will appear under the Report Studio subheading in the Reports sidebar.
To view a report created from the Reports Studio:
Expand the Report Studio sub-heading in the Reports sidebar
Click on the desired Custom Report name
To edit a report created from the Report Studio:
Open the relevant report
Click on Edit report
Select the Modify report option from the drop-down
Make the desired changes
Press Save when complete
To delete a report created from the Report Studio:
Open the relevant report
Click on Edit report
Select the Delete report option from the drop-down
Select Yes, I'm sure to confirm deletion
How to preview and export your report
While viewing your report, you are able to preview your report as a PDF or export the report as a PDF. The PDF displays the report with all tabs, widgets, and data visible at the time of export, formatted for print. The cover picture or logo set during report creation appears on the PDF cover page.
Please note: The PDF captures data for the date range currently active in the report. If the date range is changed before downloading, the PDF will reflect the new range.
You can preview or export your report by:
Click the Analytics icon from the left-hand navigation menu
Choose Reports
Under Report Studio, select the report that you would like to manage under
Select the desired date range and comparison period of the report
At the top right of the page, click Export to open a full-screen preview of the report. From here, you can configure the export using the following options:
PDF orientation (Portrait or Landscape)
Tabs exported: Select the tabs to include in your export.
Note: Tabs containing the Content Performance widget are unavailable for this export format. If the report only contains this widget, this section will be greyed out.Author name (optional)
Once you have finished configuring your export, click Send PDF
Please note: For larger reports with a lot of widgets, generation of the report may take a few seconds.
Best practices
Add a Title widget at the start of each section: This is what triggers clean page breaks in the PDF.
Use the PDF Preview before downloading: This is to verify that the layout looks as expected before sharing with a client or manager.
Set the date range before exporting: the PDF reflects whatever date range is active at the time of download.