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How can I create a report?

This article explains how to generate performance and influencer reports on Heepsy.

Sarah avatar
Written by Sarah
Updated this week

Create a report from the Reports section

  1. Click on "New Report" in the Reports section.

  2. Name your report, select lists, columns and currency and it’s ready to go. You can edit the report name or delete it by clicking the three dots next to it.

Create a report from your Lists section

  1. Go to a list with influencers

  2. Click the "+ New report" button

  3. Name your report, select stages and currency and it’s ready to go.

Applying Filters

  • By default, your first report includes information from all your selected lists and stages. Use filters to focus your report.

    • Choose Specific Networks: Select the networks you want to analyze.

    • Filter by creators: Choose creators to compare them.

    • Set Time Period: Define a specific time period for the analysis.

Remember to save your report after applying filters, or discard it if you change your mind. Combining filters makes your report more specific, but it may not yield results if there's no corresponding data.


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