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How to Use Report Builder

To create a report in the Report Builder, you need to have at least one of the essentials such as the Analytics App, Community Management App, or Benchmarking App.

Report Builder is accessible for all members of your team – the master account can give access for each team user individually in the Settings – Team & Users – Data Sources.

Once you have access to Report Builder, you can start creating your reports and share them with any teammate you choose.

  • Enter the Report Builder from the left panel.

  • Create a new report.

  • Set up the name of your report, and choose from edit options – insert paragraph, adjust the font size, upload images (company logo) and create tabs, and much more.

  • You can add a new title, paragraph, graph, and table for each new section, or you can use a page break.

  • Add Report Graph and choose the data source.

  • Once you choose the data source select the Basic Info and choose the metric.

  • Choose the Graph type, set a date range, and choose if you want the Summary table or Max/Min values to be shown and then click on Connected Sources and choose the social profile, and hit the Save changes button.

Export data directly from apps

In the Analytics and Benchmarking app, you can export graphs directly if there's the Export to report option available.


Share reports with your team

The blue frame indicates which one of your teammates has access to the report.


Duplicate your reports

If you generate the same reports each month, you can use the option Duplicate.
Duplicate the report and then only change the date range for each block and save time your time.

PDF Download

Simply download your report as a PDF file and print it out.


Report Automation

Select "Last Month" in the Date range and every time you return to the Report Builder you will see data for last month, you don't need to edit anything. Then, you can just download the report ready to send to your clients or to show at a meeting.


Error

If you forget to choose the social profiles in Connected sources and hit the button Save changes, an error will occur.


Remove the graph with error and create a new one, and make sure you connect the correct social profile and save changes.


If you have any questions, don't hesitate to contact us via the in-app chat or our email support@zoomsphere.com. 🙂

LEARN MORE:
Reporting glossary: Facebook Insights metrics
Reporting glossary: Instagram Insights metrics

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