The CSV Builder section allows you to build custom CSV files from your own choice of profiles and metrics. Configurations can be saved and reused, exported immediately, edited, deleted, or scheduled to be delivered on a recurring schedule to internal or external recipients.
In this article, we will explain:
How to create a CSV
CSVs can be created from the CSV Builder section under Analytics on the left-hand column.
To build a CSV, you will need to:
On the left-hand side of the screen under Analytics, click on CSV Builder
If this is the first time you are creating a CSV, click Start configuring CSV in the middle of the page
or
Click New CSV at the top right of the pageAt the top of the page, enter the name of your CSV report by clicking the Pencil icon
Under Profiles, select the social profiles that your CSV will cover
From the Data source section, select what report type to pull data from. The available data sources are:
Profile performance: Pulls data from your Audience report. This is available for Instagram, Facebook, LinkedIn, TikTok, X (Twitter), and YouTube
Content performance: Pulls data from the Posts performance section of your Posts insights report. This is available for Instagram, Facebook, LinkedIn, TikTok, X (Twitter), and YouTube
Under Columns, select the metrics that you would like to include in your CSV. The metrics here will differ depending on what report type you selected under Data source
(Optional) In the Label filtering section, you can select post labels to only include data from posts containing these labels. Only available for Content performance data type
(Optional) Under Content type, select the post types to include in your CSV (Links, Texts, Photos, Videos, etc.). Only available for Content performance data type
Frequency & period lets you select the date range that the data will cover. This section provides two export options:
On demand: This option allows you to select from three date ranges that the report will cover so you can export at any time.
Last 7 days
Last 30 days
Last 90 days
Note: Custom date ranges will be added later
Recurring: Allows you to schedule recurring exports with the following options:
Frequency: Select between Weekly or Monthly exports
Each file covers: Select from three time periods for your report to cover
Previous week (Mon to Sun)
Last 30 days
Last 90 days
Note: Month to date, Previous month (full month), and Custom date range will be added later
Day & time: Choose when your reports are exported. Depending on the selected frequency (Weekly or Monthly), there will be different options available.
Day of the week (Weekly frequency): Select which day of the week the report will be exported
Day of the week (Monthly frequency): Select which day of the week the report will be exported (ex. The second Sunday, The last Tuesday)
Time of the day: Select what hour of the day the report will be exported
Recipients: Internal & external people who will receive the CSV export
Internal: From the drop-down, select which internal user will receive the report
External: Add an external recipient's Email, First name, and Last name to send the CSV export to
Under CSV options, the following options are available:
Separator: Select a specific character used to separate columns. The following separators are available
Comma (,)
Semicolon (;)
Note: Some tools, like Power BI, expect a semicolonTab
Encoding: Prevents broken text or symbols when opened in another program. The available types of encoding are:
UTF-8 with BOM (Excel)
UTF-8
Latin-1
Include a header row: Check this box to include a top row that defines the names of the data type for each column
Once you are done customizing your CSV, click Save Configuration (No scheduled export) or Save and Schedule (Scheduled export) at the top right of the page
After saving your CSV, you will be taken to the CSV dashboard where you will be able to see a list of all the CSVs that you have created.
How to view and manage CSVs
From the CSV Builder tab, you will be able to view a list of all the CSVs that you have created along with three columns. When looking at a CSV from this view, you will be able to see:
In the CSV column, the following information is available:
The name of the CSV
The number of profiles
The number of columns in the CSV
The selected date range
Under the Scope column are the selected social networks included in the CSV displayed
The Created by column shows who created the CSV
At the bottom of the list is the total number of CSVs that have been created.
Please note: If a user has a Moderator or a Guest role on even just one social profile included in a CSV, that CSV will not be visible to that user.
How to export a CSV
From the CSV Builder, you can export your CSV file on demand. Once it is exported, the file will automatically be downloaded by your browser.
To export your CSV files, you will need to:
On the left-hand side of the screen, under Analytics, click on CSV Builder
To the right of the Created by column, you will be able to select Export (Down arrow).
After clicking Export, the CSV file will automatically be downloaded to your browser.
How to edit a CSV
If you want to make changes to a CSV file that you have created, you will need to:
On the left-hand side of the screen, under Analytics, click on CSV Builder
Click the three dots (...) and click Edit
Make the desired changes to the CSV
Click Save CSV
How to delete a CSV
To delete a CSV, you will need to:
On the left-hand side of the screen, under Analytics, click on CSV Builder
Click the three dots (...) and click Delete
In the pop-up, click Delete to confirm
