Reportei lets you manage reports and track key metrics for your business or clients in one place. This guide introduces its main features.<\/span> Then <\/span>connect its accounts<\/b> across social platforms and other channels.<\/span><\/p>\n\n\n Available integrations include the examples below. Access depends on your plan; the integrations screen shows the options available to your account. New integrations are added over time, so this is not an exhaustive list.<\/span><\/p>\n\n\n You need the permissions required by each platform to connect its accounts, Pages, or managers. <\/span>For Instagram connections through Facebook, use a professional Instagram account correctly linked to a Facebook Page you manage.<\/span><\/i><\/p>\n\n\n Watch the account connection walkthrough <\/span>here<\/span><\/a>.<\/span><\/p>\n\n\n <\/p>\n\n\n Reports let you view and customize data for a selected period. You can <\/span>reorder platforms and metrics<\/b>, <\/span>add analyses<\/b> and comments, or include <\/span>manual metrics<\/b> with external project information. A report is a snapshot of a period, helping you communicate results and plan strategy.<\/span> <\/p>\n\n\n In a dashboard, you can <\/span>change the analysis dates without generating a new one<\/b>. It includes the same metrics and editing options as a report, but <\/span>is dynamic<\/b>: both you and a client using its shareable link can change the analysis and comparison periods. Keeping a dashboard for each client makes ongoing monitoring easier.<\/span><\/p>\n\n\n Learn more about dashboards <\/span><\/i>here<\/span><\/i><\/a>.<\/span><\/i><\/p>\n\n\n <\/p>\n\n\n A business\u2019s marketing has a history. Use milestones in the Marketing Timeline to <\/span>tell the story<\/b> of your project or client.<\/span><\/p>\n\n\n Record reports, goals achieved, campaign launches, or decisions that may affect the project. You can add milestones manually. Supported plans also let you save number metrics from reports or dashboards and automatically record Control goal results when a period ends.<\/span><\/p>\n\n\n A report\u2019s snapshot may not explain all the work and context behind the results. The Timeline shows those actions together so the client can understand the bigger picture. =D<\/span><\/p>\n\n\n You can also use the Timeline internally to keep colleagues informed about each stage, even when they are not directly involved in the project.<\/span><\/p>\n\n\n Learn more about the Timeline <\/span>here<\/span><\/a>.<\/span><\/p>\n\n\n <\/p>\n\n\n Automations save time by <\/span>generating and sending reports automatically<\/b> to clients or analysts, or simply maintaining a data history you can consult later.<\/span><\/p>\n\n\n Configure the frequency, time, analysis period, and notification delivery method.<\/span><\/p>\n\n\n See how to configure an automation <\/span>here<\/span><\/a>.<\/span><\/p>\n\n\n\n
Reports<\/b><\/span><\/h2>\n\n\n
Dashboards<\/b><\/span><\/h2>\n\n\n
Timeline<\/b><\/span><\/h2>\n\n\n
Automation<\/b><\/span><\/h2>\n\n\n