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Export & Connect Hub Explained

Learn how to use the Export & Connect hub to schedule reports

The Export & Connect hub allows you to create and preview scheduled report exports in a single place. From one page, you can schedule recurring report deliveries, build custom CSV files (Beta coming soon) from your own choice of profiles and metrics, generate an API key, and connect an AI agent to your analytics.

In this article, we will explain:


What is the Export & Connect hub?

Export & Connect is an entry in the Analytics section of the left-hand navigation. It gathers every data-out route in the product and shows the status of each one, so you can see at a glance what is available and what is coming.

The hub is divided into two sections:

  • Export it yourself - contains Schedule Report and the CSV Builder (Beta coming soon). Use this section when you want Agorapulse to produce a file and send or download it.

  • Connect your tools - Provides the ability to generate an API Key and the MCP connector. Use this section when you want another system or an AI agent to read your metrics directly.


How to schedule a report export

A Scheduled Report delivers recurring PDF, CSV, or PowerPoint reports to internal and external recipients at fixed intervals.

It is possible to set up automatic report exports and schedule them to be sent to your email regularly for both Report Studio and Single Reports.

Report Studio

For Report Studio, the following reports are available for automatic export:

  • PDF - All tabs

  • PDF - Customize

To schedule an export for Report Studio, please follow these steps:

  1. Under Analytics, select Export & Connect

  2. Under Schedule Report, click Create a schedule

  3. Click the Report Studio drop-down, and select the report that you would like to schedule

  4. Click Schedule report

  5. Enter the report name

  6. Choose the type of report:

    • PDF - All tabs

    • PDF - Customize

  7. Configure the language

  8. Configure the timezone

  9. Configure the date and time format

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

  11. Choose the report export frequency:

    • Weekly: Select the day of the week and time that the report will be exported each week

    • Monthly: You can select between the following export options

      • On the 2nd of each month: Your report will be exported on the 2nd day of each month at a selected time
        Or

      • On a specific weekday: Select if you want to export your report on the First, Second, Third, or Last week of the month, then the specific day of the week, and then the time you want the report exported.

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

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

  14. Click Save

When viewing the Schedule Report page, the scheduled report export will now be visible when clicking on the social profile.

Single Reports

For Single Reports, the following reports are available for automatic export:

  • PDF - All metrics

  • PDF - Customize

  • CSV- All metrics

  • CSV - Content performance only

  • PowerPoint - All metrics

To schedule a Single Report export, please follow these steps:

  1. Under Analytics, select Export & Connect

  2. Under Schedule Report, click Create a schedule

  3. Click the Social profiles drop-down, and select the social profile that you would like to schedule an export for

  4. Select + Schedule report in the Scheduled reports menu

  5. Enter the report name

  6. Choose the type of report:

    • PDF - All metrics

    • PDF - Selected Data (Customize)

    • CSV- All metrics

    • CSV - Content performance only

    • PowerPoint - All metrics

  7. Configure the language

  8. Configure the timezone
    Scheduled reports are usually sent by default at 10:00 am (in line with the configured timezone)

  9. Configure the date and time format

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

  11. Choose the report export frequency:

    • Weekly: Select the day of the week and time that the report will be exported each week

    • Monthly: You can select between the following export options

      • On the 2nd of each month: Your report will be exported on the 2nd day of each month at a selected time
        Or

      • On a specific weekday: Select if you want to export your report on the First, Second, Third, or Last week of the month, then the specific day of the week, and then the time you want the report exported.

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

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

  14. Click Save

When viewing the Schedule Report page, the scheduled report export will now be visible when clicking on the social profile.


How to manage a scheduled export

When viewing the Schedule Report card, a preview of your next four scheduled reports is displayed with their name, frequency, and next send date. If nothing is scheduled yet, nothing will be displayed here.

If the report is displayed under Schedule Report, you will need to:

  1. Click on the name of the report

  2. Under Schedules for this report, click either:

    • The Pencil icon to make any changes to the Export settings and press Save
      or

    • To delete the scheduled report, click the Bin icon and click Yes, delete to confirm the deletion

If the report is displayed under Schedule Report

If the report isn't displayed under Schedule Report, you will need to

  1. Click on Create a schedule under Schedule Report

  2. Click on either the Report Studio or Social profiles drop-down, and select the report that you would like to manage

  3. Under Schedules for this report, click either:

    • The Pencil icon to make any changes to the Export settings and press Save
      or

    • To delete the scheduled report, click the Bin icon and click Yes, delete to confirm the deletion

If the report isn't displayed under Schedule Report

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