Have you created a dashboard with the KPIs you wish to analyse? Convert it into a report to customise and receive it automatically via email.
✅ How to convert a dashboard into a report step by step
Access the dashboard you want to convert from the «Dashboards» section.
Click on the three dots in the top right corner and select «Convert to report».
The report will be automatically created in the «Reports» section with the same name as the original dashboard.
Click on the report to open the editor and customise it:
Modify the name, author, and date range.
Add titles, texts, and images.
Change the chart type and adjust the number of posts in content rankings.
To receive the report automatically and regularly, enable the «Recurring report» option.
Click on «Generate report». You will receive a notification when it's ready to download in PDF or CSV format.
🧠 Final step: customise and automate
Tailor your report to your needs and set up automatic delivery to keep your team informed effortlessly.
💡 Useful tips
Metric order: Metrics in the report will follow the order of the original dashboard, from left to right and top to bottom.
Date range: The report will display data from the same data range your dashboard was showing at the moment it was converted into a report. You can modify this range in the report editor.
Default time range comparison: The report will compare the data for the chosen time range with the immediately preceding period. You can change this in the report editor if you wish.