What is a Custom Report?
We know that each client is unique, and so are their reports. Custom Reports enable you to create and deliver personalized reports by choosing the exact channels and metrics you want to have visible. With Custom Reports, you can deliver a tailored reporting experience for each client and provide them with even more value when reporting on social performance.
Custom Reports can also be downloaded as PDF or XLS documents, or shared as one time or automated email to go directly to your client from HeyOrca!
Custom Reports are available on HeyOrca Pro or with the Reports add-on.
What metrics can I add to a Custom Report?
Custom Reports include Cross-channel graphs as well individual metrics for each social platform that can be enabled or disabled. Each respective metric graph can be added as a bar graph format, or a line graph format for additional flexibility.
To view what metrics can be added in Custom Report, click here!
How to create a Custom Report
Creating a Custom Report is easy as following a few steps! Here's how to get started:
Step 1: Go to your Custom Reports
Go to the Reports page located on your left hand sidebar, and then select Custom Reports.
Step 2: Press Customize
On the top of the page, press the Customize button.
Step 3: Choose your channels and metrics
When you press Customize, you'll be presented with the channels connected in your workspace. Here, you can choose what channels you want included in your report.
Next, click the arrow to open up the various reporting data available for that channel. In this menu, you can select the key metrics and the graphs available. Clicking into a graph type will open another menu. Here you can select the specific metrics that will be included in the graph.
Graphs will also indicate if they will be imported as a Bar graph, or as a Line graph.
When you're happy with your selection, press Save to generate your Custom Report!
Export or email a Custom Report
When you're happy with your Custom Report, it can be downloaded or sent via email!
Hover over the Share button to open up the sharing options. Here you'll be able to download the report as a PDF or XLS file, or send the report directly through HeyOrca.
When sending a Custom Report directly from HeyOrca, it can be sent as a one-time email that will land in your client's inbox, or scheduled as an automated report email that will continuously go out at a set time. To start, click Email this Report.
To learn more about sharing one-time and automated reports, click here!