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.
Report Studio 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: Report Studio is only available to users on an Advanced or Custom plan. If you would like to upgrade to access this feature, feel free to reach out to our Support team here.
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.
Please note: Users with a Member or Advanced Member role cannot create reports in Report Studio.
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 one of 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
Label report: Turn labels into campaign reports. Track results for any campaign you define
Team performance report: Compare your team members' activity and results
Single-profile report: A template designed for a single profile report
Meta split organic paid: Provides an organic/paid breakdown by profile for Meta profiles
Choose one or more social profiles to include in the report
Click Next
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
(Optional) Under PDF export configuration, enter an Author name to add the author's name to the export that will appear on the cover page
Click Next
(Optional) Under Report configuration, select the defaults applied to every label-eligible widget in your report.
Note: You can override any of these per widget laterClick Build report
Browsing the Widget library
Once you have created your report, you will be taken to a blank report where you can begin adding widgets from 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: 10 widgets covering follower growth, reach, and demographics
Inbox/CM: 6 widgets based on the daily metrics of your inbox
Content: 10 widgets for post engagement, publishing activity, and top content
Stories: 5 widgets for Story-related metrics only for Instagram
Miscellaneous: 2 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.
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.
Please note: For a breakdown of which widgets are supported on each network and the different configurations available for each widget, please check out this article.
To customize and add a widget to your report, you will need to:
Under Widget library, select the relevant type of report that you would like to browse (Audience, Content, Story, Community management, or Miscellaneous)
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.
Note: If only one profile was selected when creating your report, this option will not be visibleUnder Comparison, if multiple social profiles are selected, you can select how your aggregated data is presented by the widget.
Compare profiles: Data will be shown separately for each selected profile, allowing you to compare individual profile performance
Compare networks: Data will be grouped by social network (e.g., all Facebook data, all LinkedIn data)
Note: If more than 10 profiles are selected, Compare by network is automatically selectedBase view: Data will be shown using the widget's primary dimension, with no additional grouping applied
Compare labels: Data will be grouped by label, allowing you to compare label performance. (This option is only available if the widget supports labels.)
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 selected widget, you can choose from:
Line graph: For trends over time
Bar chart: Compares values across categories
Distribution chart: Shows proportional breakdown
Table: Displays data in rows and columns
Word Cloud: Visualizes most frequent keywords
World Map: For geographic reach
Highlight: Highlights a single metric
Please note: Due to how certain widgets are displayed, the Widget size and Widget display may not be available for all widgets.
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, etc.
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: Choose if the graph legend is displayed in the widget.
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. In this widget, the options include:
Title style: To establish a visual hierarchy, choose between H1 (Large) or H2 (Medium)
Title: Enter a title for the widget
Subtitle (optional): Enter a description for the widget
Text widget: Use this to add a free-form rich text block for summaries, introductions, or annotations. In this widget, the options include:
Widget size
Mini (3 columns)
Small (6 columns)
Medium (9 columns)
Large (12 columns
Text: Enter the text for your widget here
Note: The editor supports emojis, bold, italic, underline, bulleted or numbered lists, 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.