In Reportei, both reports and dashboards are essential tools for tracking the performance of digital campaigns and strategies. Although both provide valuable data, they have some differences. Understanding these differences is crucial for choosing the resource that best suits your needs.
What are Reports
Reports are ideal for presenting results to clients, such as monthly or periodic analyses. They function as static documents generated on a specific date, in which comments, strategic analyses, and customized metrics can be included. They are perfect for result presentation meetings and for providing detailed insights with suggestions based on the performance of the period.
When to use
- As visual support for strategic analyses and discussions with the client
- Client view of reports through the shareable link
- For result presentation meetings
What are dashboards
Dashboards offer a more dynamic and interactive approach from the client side. With them, both you and the client, via a shareable link, can adjust the date of analysis and comparison without needing to generate a new one. They have the same metrics as reports but provide greater autonomy and continuous access to information, making them ideal for tracking real-time performance and identifying trends or variations.
When to use
- For clients who need constant access to metrics
- For monitoring campaigns and identifying trends or variations
- Client view of dashboards through the shareable link
Both reports and dashboards are essential in your routine with Reportei. Knowing which to use or combining both will depend on the client’s needs and the analysis objectives.
If you have any questions, contact our team at Support