{"id":28312,"date":"2023-03-03T14:03:40","date_gmt":"2023-03-03T17:03:40","guid":{"rendered":"https:\/\/servidor.reportei.com\/?p=28312"},"modified":"2023-03-03T14:03:40","modified_gmt":"2023-03-03T17:03:40","slug":"atomizing-reports-in-reportei-capture-data-from-social-networks-more-quickly","status":"publish","type":"post","link":"https:\/\/reportei.com\/en\/atomizing-reports-in-reportei-capture-data-from-social-networks-more-quickly\/","title":{"rendered":"Atomizing Reports in Reportei: capture data from social networks more quickly"},"content":{"rendered":"<h2><strong>Here\u2019s how to optimize your data analysis in Reportei with automation<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Reportei\u2019s automated reports help marketing professionals work more productively on the go.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once activated, there\u2019s no need to access our platform and create new reports from scratch. Simple set preferences and receive data via email or notifications from the app.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Want to know exactly how it works? Read this article on the benefits, how-to, and other ways to use Reportei\u2019s report automation. <\/span><\/p>\n<h2><br style=\"font-weight: 400;\" \/><strong>What is Reportei\u2019s report automation?<\/strong><br style=\"font-weight: 400;\" \/><br style=\"font-weight: 400;\" \/><\/h2>\n<p><span style=\"font-weight: 400;\">With data-driven culture becoming more popular in Digital Marketing, agencies, freelancers, and companies are looking for ways to optimize data capture and save themselves time for strategic social network analyses.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Reportei has the resources to help optimize these processes and boost marketing professionals\u2019 productivity. One of the ways we do this is by offering automated reports, creating and sending weekly, biweekly, or monthly reports automatically, saving you the trouble of accessing the app.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The \u201cmanual\u201d metric capture was already practical enough since Reportei captures metrics from integrated channels in seconds. Automation simplifies things.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In minutes, you can set your preferences for the reporting period, networks to monitor, and how you\u2019d like to be notified (your email or your client\u2019s. You can have the report sent to the decision-maker. Keep reading to find out why that\u2019s beneficial.<\/span><\/p>\n<h2><br style=\"font-weight: 400;\" \/><strong>What are the benefits of automating reports?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Atomizing reports on Reportei is highly beneficial to businesses that use it. The main one is definitely more productive analyses, where analysts will only have to spend time evaluating results.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, say you work at a marketing agency and are responsible for six accounts. Even if you don\u2019t spend much time creating reports on Reportei, those minutes spent for each client can make all the difference to your analysis.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So when setting up automation, you\u2019ll skip the first step and can focus on the most relevant part: interpreting the data and extracting insights from it.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And that\u2019s not all. This is also a great way to keep decision-makers updated on results. After all, reports can be automatically sent to clients, keeping them engaged with the marketing team.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This helps the client retention process since decision-makers have access to information and can more easily understand how the agency is working toward success.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, it&#8217;s worth mentioning that report automation won&#8217;t replace direct contact between you and the decision-maker. Be sure to schedule meetings, discuss insights you extract from results, and present new plans. <\/span><\/p>\n<h2><br style=\"font-weight: 400;\" \/><strong>Here\u2019s how to set up your automation step by step<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Now that you know what report automation is and its benefits, here\u2019s how to set up and activate your own:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Access your account on Reportei, and search for Automation in your client\u2019s panel. Or, if you\u2019d like, click on the three dots on the customer\u2019s card on the See my customers page.<\/span><\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone  wp-image-28313\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.53.01-265x300.png\" alt=\"\" width=\"509\" height=\"576\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.53.01-265x300.png 265w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.53.01.png 712w\" sizes=\"(max-width: 509px) 100vw, 509px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on New automation or Create the first automation to start.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Next, the first step is to set the automation frequency. You can select weekly, bimonthly, or monthly automation, and the time, day of the week, or month when you\u2019d like to receive it.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add the time to add a title for quick identification.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone  wp-image-28318\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.55.59-300x146.png\" alt=\"\" width=\"754\" height=\"367\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.55.59-300x146.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.55.59-1024x498.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.55.59-1536x747.png 1536w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.55.59-2048x996.png 2048w\" sizes=\"(max-width: 754px) 100vw, 754px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Step 2 is choosing a template for your reports. You can select any of our default layouts or choose one of your saved templates.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone  wp-image-28323\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.57.08-300x120.png\" alt=\"\" width=\"765\" height=\"306\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.57.08-300x120.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.57.08-1024x409.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.57.08-1536x614.png 1536w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.57.08-2048x818.png 2048w\" sizes=\"(max-width: 765px) 100vw, 765px\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select a period for your report (previous month or week, for example), the social media integrations you\u2019d like to capture data from, and add a title and subtitle.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-28328\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.58.22-300x180.png\" alt=\"\" width=\"770\" height=\"462\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.58.22-300x180.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.58.22-1024x615.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.58.22-1536x923.png 1536w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.58.22-2048x1231.png 2048w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Last, choose how to receive notifications when reports are ready. These can be on the Reportei platform, by email (to you or a team member), or straight to the client\u2019s email (you can add the sender, recipient, subject, custom message, and who to copy replies to).<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-28333\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.59.39-300x109.png\" alt=\"\" width=\"776\" height=\"282\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.59.39-300x109.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.59.39-1024x372.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.59.39-1536x559.png 1536w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-13.59.39-2048x745.png 2048w\" sizes=\"(max-width: 776px) 100vw, 776px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Next, select finish and create automation to generate your report. You can monitor the status on the client page.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-28338\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-14.01.00-300x179.png\" alt=\"\" width=\"565\" height=\"337\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-14.01.00-300x179.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2023\/03\/Captura-de-Tela-2023-03-03-as-14.01.00.png 709w\" sizes=\"(max-width: 565px) 100vw, 565px\" \/><\/p>\n<h2><strong>Do all our plans have access to automations?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">You might have some questions as to which of our plans include automation. The good news is all of them include automations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The difference is in the number of automations available per plan:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Starter: 1 automation per customer;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pro: 3 automations per customer;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Premium: unlimited automations.<\/span><\/li>\n<\/ul>\n<h2><strong>Boost your team\u2019s productivity with Reportei!<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Far beyond report automation, there are a number of features in <a href=\"https:\/\/app.reportei.com\/signup?locale=en&amp;\">Reportei<\/a> to increase the productivity of digital marketing professionals. Here are some of the resources that you can use along with automations to optimize your data analysis:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Dashboards for quick and easy monitoring of projects and results;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Managing indicators. You can set your customer\u2019s goals along with the indicators to watch, and monitor data with precision during the month;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The timeline, where you can record your activity and create the project history for your team and clients. <\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Here\u2019s how to optimize your data analysis in Reportei with automation<\/p>\n","protected":false},"author":18,"featured_media":28183,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1969,3741],"tags":[],"class_list":["post-28312","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-reportei-2","category-reports"],"_links":{"self":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/28312","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/comments?post=28312"}],"version-history":[{"count":0,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/28312\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media\/28183"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media?parent=28312"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/categories?post=28312"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/tags?post=28312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}