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How to organize your reports in Report Studio

Learn how to manage and organize your reports in Report Studio

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.

In this article, we will cover:

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. ​
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To view a report created from the Report Studio:

  1. Expand the Report Studio subheading in the Reports sidebar

  2. Click on the desired Custom Report name

To edit a report created from the Report Studio:

  1. Open the relevant report

  2. Click on Edit report

  3. Select the Modify report option from the drop-down

  4. Make the desired changes

  5. Press Save when complete

To duplicate a report created in Report Studio:

  1. Open the relevant report

  2. Click on Edit report

  3. Select the Duplicate report option from the drop-down

  4. You will be taken through the Report Studio creation wizard with the options for the duplicated report already selected. All of these options can be updated

  5. Click Build Report

  6. From here you can:

    • Add or remove widgets

    • Add or remove tabs

    • Reorganize widgets

  7. Once you have made the necessary changes, click Save

To delete a report created from the Report Studio:

  1. Open the relevant report

  2. Click on Edit report

  3. Select the Delete report option from the drop-down

  4. Select Yes, I'm sure to confirm deletion

Please note: Users with a Member or Advanced Member role cannot edit, duplicate, or delete reports in Report Studio.

What options are available when organizing a report in Report Studio?

Once you have created your report, you can use the following options 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

  • Clicking the Pencil icon next to a widget's name will allow you to edit the name of that widget

  • Hovering your cursor over a widget will let you select from the following options:

    • Chart type: Allows you to edit the selected chart type available to the widget

    • Size: Edit the size of the widget

    • 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.
      ​Note: If no tabs have been created, this option will be greyed out.

Please note: The Table chart is not compatible with the Mini (3-column) widget size and will be greyed out if Mini is already selected.
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If Mini is selected for a widget with Table chart type selected, the widget will automatically change to the Highlight chart type.

How to organize your reports using tabs

Tabs allow you to categorize your data into distinct sections, such as Audience or Posts Insights. Each tab operates on its own independent grid layout, which provides unique organizational possibilities for each Tab.
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To create a new Tab:

  1. Click Manage tabs

  2. 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 tab

  3. Click and drag the six dots icon to the left of the name to organize your tabs to your preferred order

  4. Click Save

To duplicate a Tab:

  1. Click Manage tabs

  2. Click the Duplicate button

  3. A duplicate tab will be created with (copy) at the end of the name

  4. Rename the tab, and then click Save.

To delete a Tab:

  1. Click Manage tabs

  2. Click the Bin icon next to the tab that you would like to delete

  3. In the pop-up, click Delete to confirm
    ​Note: Deleted tabs cannot be recovered

  4. Click Save

Once you have finished customizing your report, click Save at the top right of the screen to finalize your customizations.

How to configure your tabs

The tab configuration bar displays what social profiles and labels are applied to widgets in the selected tab. You can manage which social profiles and label filters apply to eligible widgets in the selected tab from the Configure tab settings.

To use the configure tab settings, you will need to:

  1. Open the relevant report

  2. Click on Edit report

  3. Select the tab that you would like to manage

  4. In the Tab configuration bar, click Configure tab

  5. In the window, you can configure:

    • Social profiles: Toggle this on to apply a selection of profiles to the eligible widgets in this tab. Once enabled, click the drop-down to select the social profiles you would like to include or remove from the widgets in this tab. The chosen profiles will override any profile configuration you have applied to the widgets in this tab. Note: Only social profiles selected during the creation of the report will be available.

    • Label filter: Toggle this on to apply a label filter to the eligible widgets in this tab. You can select to show posts and items that include Any or All of the selected labels, and from the drop-down, you can select the labels that you would like to filter your content by.

  6. Once you have configured your tab, click Apply configuration to save this configuration.

Once you have applied the configuration, the changes will be reflected in the Tab configuration bar.

Please note: The number of widgets that will be affected will be shown under the Social profile and Label filter configuration settings.

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