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.
For more information on what metrics can be added in Custom Report, check out this article!
Create a Custom Report
Navigate to your Reports page located on your left hand menu.
From your Reports dashboard, click Create Report. (Any existing Custom Reports are listed under Custom reports, along with a counter showing how many of your 10 available reports are in use.)
Select your Starting point, either from a recently created custom report, through a template or from a blank report. Once you've selected your Starting point, click Next.
Select the social account you want included in the Custom Report, then click Next.
Name your report and click Create report.
You can new view and edit your new Custom Report by clicking Customize to add or remove metrics.
Understanding Starting Points
Starting points are the different report types and templates that you can choose from when creating a Custom Report.
Option | Best for |
Recently created | Reusing the setup of a report you built recently |
Metrics based templates (Engagement, Post performance, Profile overview) | Getting a standard, ready-made mix of metrics quickly |
Create a blank report | Building a fully custom mix of channels and metrics from scratch |
Export or email a Custom Report
When you're happy with your Custom Report, it can be downloaded, sent via email, or shared with anyone via a shareable link!
Hover over the Share button to open up the sharing options:
To learn more about sharing automated reports, click here!
FAQ
What happens if I hit my 10-report limit?
What happens if I hit my 10-report limit?
You can delete an existing Custom Report by clicking the ellipsis menu on a selected report, followed by the delete report button.
Can I edit a report after it's been created?
Can I edit a report after it's been created?
Yes. You can go back into a report at any time to adjust its name, channels, metrics, and graphs.
Can I duplicate an existing report instead of starting from scratch?
Can I duplicate an existing report instead of starting from scratch?
Use the Recently created option in Step 3 to base a new report on one you've already built, or click duplicate report button from the ellipsis menu on a report.
