{"id":80131,"date":"2026-08-26T10:00:00","date_gmt":"2026-08-26T13:00:00","guid":{"rendered":"https:\/\/reportei.com\/?p=80131"},"modified":"2026-09-13T13:02:00","modified_gmt":"2026-09-13T16:02:00","slug":"report-automation-from-reportei","status":"publish","type":"post","link":"https:\/\/reportei.com\/en\/report-automation-from-reportei\/","title":{"rendered":"Report automation from Reportei: discover the new feature"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">One of the most anticipated features of all time on our platform, the <\/span><b>automation of reports <\/b><span style=\"font-weight: 400;\">has arrived at <\/span><a href=\"https:\/\/reportei.com\/en\/\"><span style=\"font-weight: 400;\">Reportei<\/span><\/a><span style=\"font-weight: 400;\"> to help further increase your <\/span><b>productivity<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now you can set up your reports to be <\/span><b>generated <\/b><span style=\"font-weight: 400;\">and <\/span><b>automatically sent<\/b><span style=\"font-weight: 400;\"> to your client, team analysts, or simply to keep a data history and track whenever needed.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automation is thus an additional step that comes to complement the three other methods of data collection and recording in Reportei.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">the <\/span><a href=\"https:\/\/reportei.com\/en\/custom-report-how-to-create-mine-in-reportei\/\"><span style=\"font-weight: 400;\">report<\/span><\/a><span style=\"font-weight: 400;\"> the first function we created, which is a way to <\/span><b>view the metrics of a specific period <\/b><span style=\"font-weight: 400;\">that, although it can be edited with text, video, or image analyses, cannot have its dates or results altered once generated<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">the <\/span><span style=\"font-weight: 400;\">Timeline<\/span><span style=\"font-weight: 400;\"> arrived at the end of 2018 to <\/span><b>tell the project&#8217;s story <\/b><span style=\"font-weight: 400;\">through the recording of all actions taken and the results obtained from them<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">and this year we had the pleasure of introducing the <\/span><a href=\"https:\/\/reportei.com\/en\/reportei-dashboard-how-to-create\/\"><span style=\"font-weight: 400;\">dashboard<\/span><\/a><span style=\"font-weight: 400;\"> which stands out for its flexibility and capability to<\/span><b> capture data from different periods<\/b><span style=\"font-weight: 400;\"> without needing to generate a report for each <\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Finally, we have report automation to help agencies, freelancers, and companies gain more<\/span> <span style=\"font-weight: 400;\">time in gathering data about their social media with records <\/span><b>weekly<\/b><span style=\"font-weight: 400;\">, <\/span><b>biweekly <\/b><span style=\"font-weight: 400;\">or <\/span><b>monthly<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But the benefits don&#8217;t stop there. Below you can see how the new feature can help improve communication with your clients or decision-makers.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">A step further in your relationship with your clients<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">One of the great advantages of Reportei&#8217;s report automation is the option to send the document directly to your clients as soon as it is generated.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For those who have decision-makers who understand the metrics and like to frequently follow the generated results, this is a great way to <\/span><b>optimize the process<\/b><span style=\"font-weight: 400;\"> and <\/span><b>ensure consistency<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Furthermore, having this commitment to sending information to the client is also a way to <\/span><b>keep them updated <\/b><span style=\"font-weight: 400;\">about everything that is happening and how your work is contributing to the business results.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All of this opens doors both for <\/span><b>retention of an account<\/b><span style=\"font-weight: 400;\"> by the agency or freelancer, as well as for attempts to sell other services <\/span><b>upsell<\/b><span style=\"font-weight: 400;\"> that are useful for that decision-maker and make sense for the growth of their online presence.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But of course, even though automation helps maintain the frequency of sending information and is the most practical way, it does not replace the importance of <\/span><b>client contact<\/b><span style=\"font-weight: 400;\"> and also needs to be accompanied by a differentiator.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Therefore, in addition to sending this data, always try to schedule<\/span><b> monthly meetings <\/b><span style=\"font-weight: 400;\">to discuss the next steps of the project and use our tools as a support to base your analyses and strategies and maintain alignment with the other party.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">How to use Reportei&#8217;s report automation<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">For those who want to know more details about<\/span><b> how to use report automation <\/b><span style=\"font-weight: 400;\">in Reportei, we show the complete step-by-step below.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">First, you must access your Reportei account and go to your client&#8217;s page. There you will find all generated reports and the buttons for other functionalities, including the <\/span><b>Automations<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-19944 aligncenter\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r1-300x76.png\" sizes=\"(max-width: 513px) 100vw, 513px\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r1-300x76.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r1.png 857w\" alt=\"Automa\u00e7\u00e3o de relat\u00f3rios do Reportei: conhe\u00e7a a nova funcionalidade\" width=\"513\" height=\"130\" \/><\/p>\n<p><span style=\"font-weight: 400;\">By clicking on it, you will be redirected to the area where your automations will be recorded, and you should click on <\/span><b>New Automation<\/b><span style=\"font-weight: 400;\"> From this point, four creation steps will be followed.<\/span><\/p>\n<ol>\n<li><b> Define the frequency <\/b><span style=\"font-weight: 400;\">with which your automation will occur: weekly, biweekly, or monthly <\/span><b>time <\/b><span style=\"font-weight: 400;\">start, end of the day, or any other time you prefer, and choose a <\/span><b>name <\/b><span style=\"font-weight: 400;\">to identify it<\/span><\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"wp-image-19949 aligncenter\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r2-300x193.png\" sizes=\"(max-width: 448px) 100vw, 448px\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r2-300x193.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r2-1024x658.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r2.png 1330w\" alt=\"Automa\u00e7\u00e3o de relat\u00f3rios do Reportei: conhe\u00e7a a nova funcionalidade\" width=\"448\" height=\"288\" \/><\/p>\n<p>2<b style=\"font-size: 0.875rem;\"> Select a template<\/b><span style=\"font-weight: 400;\"> either the customizable one that is already automatically delivered by the report or one of your <\/span><a style=\"font-size: 0.875rem;\" href=\"https:\/\/reportei.com\/en\/report-templates-in-reportei-2\/\">saved templates<\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-19954 aligncenter\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r3-300x140.png\" sizes=\"(max-width: 480px) 100vw, 480px\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r3-300x140.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r3-1024x478.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r3.png 1305w\" alt=\"Automa\u00e7\u00e3o de relat\u00f3rios do Reportei: conhe\u00e7a a nova funcionalidade\" width=\"480\" height=\"224\" \/><\/p>\n<ol start=\"3\">\n<li><b> Determine the period<\/b><span style=\"font-weight: 400;\"> month, prior week, or fortnight, for instance, the <\/span><b>integrations <\/b><span style=\"font-weight: 400;\">of the social media and the report details <\/span><b>title<\/b><span style=\"font-weight: 400;\"> and <\/span><b>subtitle<\/b><span style=\"font-weight: 400;\">).<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-19959 aligncenter\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r4-300x201.png\" sizes=\"(max-width: 421px) 100vw, 421px\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r4-300x201.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r4-1024x687.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r4.png 1317w\" alt=\"Automa\u00e7\u00e3o de relat\u00f3rios do Reportei: conhe\u00e7a a nova funcionalidade\" width=\"421\" height=\"282\" \/><\/p>\n<ol start=\"4\">\n<li><b> Choose the type of notification <\/b><span style=\"font-weight: 400;\">to notify that the report has been generated <\/span><b>in-app<\/b><span style=\"font-weight: 400;\"> sends a message through the Reportei app <\/span><b>email <\/b><span style=\"font-weight: 400;\">to yourself or someone on your team or <\/span><b>email to the client<\/b><span style=\"font-weight: 400;\"> in which it is possible to add sender, recipient, subject, personalized message, and who will receive the email reply <\/span>It is also possible to define access to the report via<b style=\"font-size: 0.875rem;\"> link to the web version <\/b><span style=\"font-weight: 400;\">or via<\/span><b style=\"font-size: 0.875rem;\"> PDF download link<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-19964 aligncenter\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r5-300x140.png\" sizes=\"(max-width: 549px) 100vw, 549px\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r5-300x140.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r5-1024x476.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2021\/01\/r5.png 1303w\" alt=\"Automa\u00e7\u00e3o de relat\u00f3rios do Reportei: conhe\u00e7a a nova funcionalidade\" width=\"549\" height=\"256\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After that, just click on<\/span><b> Create and finalize automation<\/b><span style=\"font-weight: 400;\"> to save it to your client&#8217;s account and start generating the reports. To check those that have been created and their specifications, just access the Automations tab again.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On this page, you will find the defined settings and some possible actions such as <\/span><b>pausing an automation<\/b><span style=\"font-weight: 400;\"> for a while, generating a report at that moment, editing, or deleting.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is also important to remember that this functionality is still in <\/span><b>Beta<\/b><span style=\"font-weight: 400;\"> so it is still undergoing some improvement processes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Therefore, whenever we launch a feature, we ask users to send us <\/span><b>feedback <\/b><span style=\"font-weight: 400;\">on errors, successes, and everything we can improve. This feedback is essential to bring Reportei even closer to our clients&#8217; expectations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now that you are familiar with the <\/span><b>report automation<\/b><span style=\"font-weight: 400;\"> how about starting to test it <\/span><a href=\"https:\/\/app.reportei.com\/login\"><span style=\"font-weight: 400;\">Access or create your account<\/span><\/a><span style=\"font-weight: 400;\"> on our website to use all of our features in your projects.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the most anticipated features of all time on our platform, the automation of reports has arrived at Reportei to help further increase your productivity. Now you can set up your reports to be generated and automatically sent to your client, team analysts, or simply to keep a data history and track whenever needed. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":80150,"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":"set","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":[4030,4045,3450,3741],"tags":[3720,972,3719],"class_list":["post-80131","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-performance-results","category-reportei-en","category-reporting","category-reports","tag-analytics-en","tag-digital-marketing","tag-reportei-en"],"_links":{"self":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/80131","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/comments?post=80131"}],"version-history":[{"count":2,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/80131\/revisions"}],"predecessor-version":[{"id":80158,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/80131\/revisions\/80158"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media\/80150"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media?parent=80131"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/categories?post=80131"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/tags?post=80131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}