Gain even more agility in collecting digital marketing data

Optimize the results analysis process with report automation in Reportei

Create and send reports as often as your client needs, from daily to monthly, without opening the app

reports automation

CREATE AUTOMATIONS

Access your Reportei account and, in your client’s dashboard, look for the “Automations” feature.

reports automation

NEW REPORT AUTOMATION

Then, click on the “New Automation” or “Create First Automation” button to start the process. After that, the first step is to define the frequency at which the automation will occur.

It can be daily, weekly, every two weeks, or monthly, and you set the time it goes out. Daily frequency is available on the PRO and Premium plans.

For monthly automations, you can pick the day in two ways. Choose a fixed date, like the 5th, the 15th, or the last day of the month. Or choose a weekday occurrence, like the first Monday or the last Friday of the month.

Select Templates - Automation

DEFINE THE TEMPLATE

In step 2, define which template will be used to create your reports. You can choose from our suggested layout formats or from your saved templates.

Select period

CHOOSE THE PERIOD

Select the period that the report should cover (e.g., the previous day, month, week, or bi-weekly), the social media integrations from where the data will be collected, and add a title and subtitle to the report.

Notifications

NOTIFICATIONS

Finally, choose the type of notification you want to receive when the report is ready: a notification within Reportei, an email notification (for yourself or someone on your team), or an email notification for the client (where you can add sender, recipient, subject, personalized message, and who will receive the email reply).

Automation of reports

COMPLETE AUTOMATION

After that, simply click on “Complete and Create Automation,” and it will be activated to generate your reports. You can track the status on the client’s page.

Join more than 10,000 companies using Reportei

Beyond report automations, Reportei offers a range of features to increase the productivity of digital marketing professionals.

Discover other features that, when combined, further optimize analysts’ routines:

  • Dashboards, for agile monitoring of all projects and their results.
  • Indicator control, where goals and key performance indicators (KPIs) for the client can be configured, focusing on maintaining accurate tracking throughout the month.
  • Timeline, a place where you can record all project actions, creating a history for the team and clients;
  • Reportei AI, your AI copilot that generates analyses for your reports and powerful insights into your data and campaigns;
  • Reportei Overview, track the key performance indicators of all your projects on a single screen and gain speed in decision-making.