On Reportei, you can add or remove metrics, reorganize data and social media accounts, and even save your templates to reuse with the same client or others. Amazing, right?<\/p>\n
Best of all, making changes is both quick and practical, and you can do it anytime.<\/p>\n
Here are five tips for using Reportei to create and save a customized report<\/strong>. Keep reading to check them out and clear up any questions you may have!<\/p>\n One of the main features released along with the third version of Reportei is that you\u2019re free to add new metrics to your reports and remove others at will.<\/span><\/p>\n As you might be aware, when you generate a tree-second report, it comes with a standard layout. This layout contains data that is the most relevant to each integrated social media account.\u00a0<\/span><\/p>\n But we know that every project is different, and each requires a customized analysis of results.<\/span><\/p>\n You will find the<\/span> add metrics <\/b>button\u00a0at the top right corner of every report or fixed to the bottom bar on the app. By clicking it, you can analyze all the data your client finds relevant, which doesn\u2019t show up in the standard template automatically.<\/span><\/p>\n On the other hand, if you need to remove irrelevant data that doesn\u2019t contribute to moving your project forward, all you have to do is tap the recycle bin icon. You\u2019ll find one at the top right corner of every metric.<\/span><\/p>\n Once you\u2019ve done that, simply reorder the data in the layout, as we\u2019ll show you in the next section. And don\u2019t worry! You can save your template for future use.<\/span><\/p>\n When you\u2019ve decided which metrics to include in your customized report, you can organize them according to what your decision-maker considers most relevant.<\/span><\/p>\n You can choose what data to highlight and create an exclusive template, replicate it as many times as you\u2019d like, and use it for other clients as well.<\/span><\/p>\n To resize metrics and charts, use the <\/span>+ <\/b>and <\/span>\u2013 <\/b>buttons at the top right corner of each one.<\/span><\/p>\n <\/p>\n If you\u2019d like to reorganize data, all you have to do is find the button at the top left corner of each metric and click and drag the board to wherever you\u2019d like to position it.\u00a0<\/span><\/p>\n Open analyses have been around since the first versions of Reportei. They give you room to interpret results and give your clients detailed information on their projects.<\/span><\/p>\n If you want to\u00a0<\/span>add an analysis<\/b>, click the button at the top and bottom of every report. You can add as many as you\u2019d like and attach an explanation to each result.<\/span><\/p>\n It’s important to point out that you don\u2019t only have to use text. Many of our clients use video analyses to present data remotely or images to complement relevant information.<\/span><\/p>\n Besides, open analyses are essential to clear and effective communication with your client.\u00a0<\/span><\/p>\n When you generate a report automatically, social media accounts come in a standard order. But you can reorder them whenever you need to.<\/span><\/p>\n This feature helps you structure data according to what you consider relevant to your project and the data that your client is interested in following.<\/span><\/p>\n To reorder your social media accounts, simply click on the button at the bottom left of a report and drag it up or down, as the following images show:<\/span><\/p>\n Do you like one of the exclusive templates you created for your client? How about saving it for future reports or even to use in other projects?<\/span><\/p>\n This feature helps (a lot!) when it\u2019s time to create new templates, and you can use your layout for any of your clients\u2019 projects.\u00a0<\/span><\/p>\n The\u00a0<\/span>save as a template<\/b>\u00a0button is available on the lower bar of the app. Once you\u2019ve clicked it, fill out a title to help you find it later, then click on\u00a0<\/span>save a new template<\/b>.<\/span><\/p>\n1. Adding and removing metrics<\/span><\/h2>\n
![\"Adding](\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/05\/Reportei-1.png\")
<\/p>\n![\"Adding](\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/05\/Reportei-2.png\")
<\/p>\n2. Customize the metric layout\u00a0<\/span><\/h3>\n
<\/p>\n3. Add an analysis in text or video format<\/span><\/h3>\n
4. Reorder your social media accounts<\/span><\/h3>\n
![\"Customized](\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/05\/Reportei-3.png\")
<\/p>\n5. Save your customized report template<\/span><\/h3>\n