Discover 3 features of Reportei that help create automated and even more accurate marketing reports.
Generating detailed and accurate digital marketing reports is essential for measuring performance, adjusting strategies, and communicating results clearly and objectively with clients.
However, this task can be time-consuming and laborious when done manually. Therefore, to assist in this process, Reportei offers different resources to automate the capturing and analysis process of your results.
In this article, we will explore how to create automated marketing reports using 3 features of Reportei to save time, increase productivity, and ensure you always have the most up-to-date data to make informed decisions. Follow along.
How to create automated marketing reports using Reportei
With the immense importance of data analysis for digital marketing strategies, professionals from various fields seek ways to optimize metric collection and focus more on the efficient analysis of results from social media.
Thus, Reportei stands out in this scenario by offering features that facilitate this process, especially in marketing report automation creation of spreadsheets with data in Google Sheets Reportei Sync and results analysis with artificial intelligence.
Check out the details of each one and how they can be beneficial to the routine of marketing professionals.
1 Marketing report automation
Firstly, with the feature of automation, Reportei allows configuring reports to be generated and sent automatically weekly, biweekly, or monthly, eliminating the need to constantly access our app to request them manually.
Although report generation on our platform is already quite fast due to the instant capture of metrics from integrated channels, automation makes this process even more practical. That is, in just a few minutes, it is possible to
- set the desired period for the reports,
- select the channels to be monitored,
- and choose the notification method, either through the platform itself or via email, facilitating sending both to yourself and to your team or clients.
With this, Reportei allows marketing professionals to dedicate more time to strategic analysis, which enhances campaign results and makes decision-making even more assertive.
In the following video, you’ll find the complete tutorial on setting up marketing report automation and how to leverage its resources.
2 Automatic reports in Google Sheets
Focusing on optimizing information consolidation in agencies and companies, Reportei includes the automation tool Reportei Sync which syncs with Google Sheets to integrate marketing indicators with all other sectors of the company as well as enabling sharing with other tools for Business Intelligence (BI).
Functioning as an extension within Sheets, Sync allows for automatic data importation and eliminates the need for manual entry of marketing and sales metrics in your spreadsheets.
Thus, teams gain more agility to focus on strategic decision-making while managers can access all information in an integrated and efficient manner.
But how exactly does Reportei Sync create reports in Google Sheets? First, by requesting a free trial, you will be redirected to the Google Workspace Marketplace to install the tool. Once installed, it will be available in your Google account regardless of the browser used.
Then simply open the desired spreadsheet and access the Extensions option in the menu. Clicking to open Sync, a side tab will appear, guiding you step-by-step in data importation.
Once configured, you will have access to complete reports in Google Sheets with cross-referencing of data from different sources and automatic updates of the captured metrics.
3 Automatic marketing report analyses
Finally, Reportei’s marketing reports have evolved even further with the integration of artificial intelligence (AI). From automatically generated analyses, it is possible to obtain quick interpretations of the data and precise insights, ensuring more time to make strategic decisions.
By using Reportei AI, you save time with instant textual analyses, allowing reports to be generated without compromising on the depth and accuracy of the information.
Moreover, by implementing automatic marketing reports with artificial intelligence, you gain a clearer and broader view of your campaigns’ performance, enabling quick and efficient adjustments to maximize results.
In fact, AI analyses can be added both at the time of report configuration and later when it’s already ready. Check out our video for tips on how to use artificial intelligence to analyze data more efficiently.
Discover other benefits of Reportei for your digital marketing reports.
In addition to having marketing report automation features, Reportei also offers other features focused on making the analysis routine more practical and efficient, such as
- 100% customizable dashboards to monitor results quickly and share them with clients.
- Control of key indicators of marketing and sales with performance alerts to assist in decision-making.
- Timeline to record the main project milestones in story format.
- AI assistants chatbots to obtain quick analyses and insights on paid traffic management channels, Instagram, email, and marketing automation.
Moreover, Reportei integrates with more than 20 channels, providing you with comprehensive analysis of your digital marketing projects, taking into account all strategies to achieve your goals.
Take advantage of our 3-day free trial to explore the marketing report automation features and other tools available on our platform.
