When you sign up for Reportei for the first time, you will have 3 days to try it for free! It will be possible to know better the tool and its features to decide which plan is better. =)
Step 1: Add a Client
The software has an intuitive and very user friendly interface. Right away you realize that you need to add a “Client”. By clicking to add customer you will have to enter the customer name and language you want to generate the reports.
Step 2: It’s time to integrate the accounts!
It is possible to generate Facebook reports, Facebook Ads reports, Instagram Business reports, YouTube reports, LinkedIn pages reports, Google Ads and Google Analytics reports. Then you will need to integrate all the accounts you want to see in this client report.
On Facebook you need to connect an account that has access as an administrator of your client page. If you manage multiple pages, they will all appear. However, you must select only the customer page.
Facebook Ads is similar to Facebook if the clients’ ad account is managed by your ad account. For the other networks you need to connect the account with login and password (at the time of integration you are redirected to the page of each network to login).
Remember: It is important to authorize access to Reportei integrated accounts. Only this way Facebook, Instagram, Google and other networks pass on the information for the generation of reports.
Always keep integrated accounts up to date. If any account has a password or a change in privacy setting, reinstatement will be required to ensure that data continues to be sent for reporting.
If you still have any questions at this step, just call our support team in chat. We’ll be happy to help! =)
Step 3: It is time to report!
The whole integration process is very fast and, amazingly, the report gets ready even faster. A few more clicks and you’ll be able to review and send the report to your client! = D
After clicking Generate Report, you will be taken to a page to choose the report version: Customizable or Static (deprecated). The Static version is our old template, it is not possible to generate a report with information from Instagram Business, YouTube, Linkedin or Google Ads. However in the Customizable version, all networks are available and the report can be fully customizable!
Once you have selected the report, you will be taken to the screen where you must enter the period you wish to review in that report. The system will show a period of 30 days (one month) automatically, taking into account the current day. That is, if today is 04/01/2019, the system will suggest that I generate a report from 03/01/2019 to 04/01/2019. =)
You can change both the analysis date and the comparison date and even choose not to compare with any period.
If you are generating a report with Facebook Ads, by clicking continue, you must select whether you want to run a report for the entire ads account or select campaigns / ads. In this case here (from the image), I will select to generate a report of the entire ad account.
Now you only have one more step before you see the report! You can change the title and subtitle or name the report as you prefer. After that, just click “Generate report”! You will only have to wait a few seconds… and the report will be ready to analyze! =)
Step 4: Report ready to be analyzed and sent to the client! = D
If you have any questions, we quickly show you how the whole process is: