{"id":84562,"date":"2026-10-15T12:46:42","date_gmt":"2026-10-15T15:46:42","guid":{"rendered":"https:\/\/reportei.com\/central-de-ajuda\/como-generar-tu-primer-informe\/"},"modified":"2026-10-15T13:22:00","modified_gmt":"2026-10-15T16:22:00","slug":"como-generar-tu-primer-informe","status":"publish","type":"pauple_helpie","link":"https:\/\/reportei.com\/es\/central-de-ajuda\/como-generar-tu-primer-informe\/","title":{"rendered":"C\u00f3mo generar tu primer informe"},"content":{"rendered":"\n

Al registrarte por primera vez en Reportei, dispones de tres d\u00edas de prueba gratuita. As\u00ed puedes conocer la herramienta y sus funciones antes de decidir qu\u00e9 plan contratar. =)<\/p>\n\n\n\n

En nuestro canal de YouTube encontrar\u00e1s este v\u00eddeo<\/a> en portugu\u00e9s, que explica el proceso paso a paso:<\/p>\n\n\n

<\/iframe><\/p>\n\n\n\n<\/p>\n\n\n\nTambi\u00e9n puedes seguir las instrucciones escritas que aparecen a continuaci\u00f3n:<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-etapa-adicionar-um-projeto\">Paso 1: a\u00f1ade un proyecto<\/strong><\/span><\/h2>\n\n\n\n<\/p>\n\n\n\nAl acceder a Reportei, comienza por a\u00f1adir un proyecto<\/strong>. Puede representar a un cliente que gestionas o a una empresa o marca cuyos resultados quieres analizar.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"340\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.08.05-1024x340.png\" alt=\"\" class=\"wp-image-52124\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.08.05-1024x340.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.08.05-300x100.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.08.05-768x255.png 768w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.08.05-1536x510.png 1536w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.08.05-2048x680.png 2048w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.08.05-750x249.png 750w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.08.05-400x133.png 400w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<\/p>\n\n\n\nAl a\u00f1adirlo, indica el nombre del cliente o empresa y el idioma en el que quieres generar los informes.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"840\" height=\"446\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-10-a\u0300s-17.03.00-1.png\" alt=\"\" class=\"wp-image-52119\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-10-a\u0300s-17.03.00-1.png 840w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-10-a\u0300s-17.03.00-1-300x159.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-10-a\u0300s-17.03.00-1-768x408.png 768w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-10-a\u0300s-17.03.00-1-750x398.png 750w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-10-a\u0300s-17.03.00-1-400x212.png 400w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/figure>\n\n\n\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-etapa-hora-de-integrar-as-contas\">Paso 2: conecta las cuentas<\/strong><\/span><\/h2>\n\n\n\n<\/p>\n\n\n\nEntre los canales disponibles se encuentran: Instagram, Facebook, Meta Ads, Google Analytics 4, Google Ads, Twitter Ads, YouTube, LinkedIn, LinkedIn Ads, RD Station Marketing, RD Station CRM, Google Search Console, Perfil de Empresa de Google, Mailchimp, Hotmart, TikTok, TikTok Ads, Pinterest, Pinterest Ads, Pipedrive, ActiveCampaign, Phonetrack, HubSpot Marketing, HubSpot CRM, E-goi, Shopify y WooCommerce. Consulta Integraciones para ver el cat\u00e1logo completo actualizado.<\/strong> La disponibilidad de los canales depende de tu plan de Reportei. Consulta <a href=\"https:\/\/reportei.com\/es\/central-de-ajuda\/que-diferencia-hay-entre-los-planes-starter-pro-y-premium\/\">aqu\u00ed<\/a> qu\u00e9 integraciones est\u00e1n incluidas en cada plan de Reportei.<\/em><\/p>\n\n\n\nConecta las cuentas del cliente cuyos datos quieras ver en los informes.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"576\" height=\"817\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/redes.png\" alt=\"\" class=\"wp-image-52104\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/redes.png 576w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/redes-212x300.png 212w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/redes-400x567.png 400w\" sizes=\"(max-width: 576px) 100vw, 576px\" \/><\/figure>\n\n\n\n<\/p>\n\n\n\nPara conectar p\u00e1ginas de Facebook, Instagram mediante Facebook y LinkedIn, utiliza una cuenta personal con los permisos correspondientes sobre las p\u00e1ginas del cliente: administraci\u00f3n o, en LinkedIn, superadministraci\u00f3n. Si gestionas varias p\u00e1ginas, selecciona la que corresponda al proyecto cuando vuelvas a Reportei despu\u00e9s de autorizar el acceso. En Instagram, sigue tambi\u00e9n los requisitos del m\u00e9todo de conexi\u00f3n elegido.<\/p>\n\n\n\nEn Meta Ads, utiliza una cuenta con acceso a las cuentas publicitarias que necesitas. En las dem\u00e1s integraciones, sigue el m\u00e9todo de autorizaci\u00f3n indicado: algunas te redirigen al sitio de la plataforma para iniciar sesi\u00f3n y otras solicitan una clave de API.<\/p>\n\n\n\nRecuerda autorizar el acceso de Reportei a la informaci\u00f3n de las cuentas integradas. Es necesario para que Facebook, Instagram, Google y las dem\u00e1s plataformas proporcionen los datos de los informes.<\/strong> Mant\u00e9n actualizadas las integraciones. Si cambias una contrase\u00f1a o una configuraci\u00f3n de privacidad, puede ser necesario volver a conectar la cuenta para que la recopilaci\u00f3n de datos contin\u00fae.<\/em><\/p>\n\n\n\nSi tienes problemas para integrar Instagram, consulta este art\u00edculo <a href=\"https:\/\/reportei.com\/es\/central-de-ajuda\/no-puedo-conectar-instagram-business-que-debo-hacer\/\">aqu\u00ed<\/a>.<\/p>\n\n\n\nSi sigues teniendo dudas en este paso, escr\u00edbenos por el chat de soporte. Te ayudaremos. =)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-etapa-contas-integradas-hora-de-gerar-relat-rios\">Paso 3: genera el informe<\/strong><\/span><\/h2>\n\n\n\n<\/p>\n\n\n\nCon las cuentas conectadas, solo necesitas unos pasos m\u00e1s para generar el informe, analizar los resultados y compartirlos con tu cliente.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"872\" height=\"1024\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.10.18-872x1024.png\" alt=\"\" class=\"wp-image-52129\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.10.18-872x1024.png 872w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.10.18-256x300.png 256w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.10.18-768x902.png 768w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.10.18-750x880.png 750w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.10.18-400x470.png 400w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.10.18.png 1162w\" sizes=\"(max-width: 872px) 100vw, 872px\" \/><\/figure>\n\n\n\n<\/p>\n\n\n\nHaz clic en Crear informe<\/strong>y elige la plantilla. Puedes seleccionar Est\u00e1ndar<\/strong> para generar un informe con las principales m\u00e9tricas. Si ya tienes una plantilla guardada, selecci\u00f3nala para utilizar su estructura.<\/p>\n\n\n\nConsulta c\u00f3mo crear y guardar una plantilla <a href=\"https:\/\/reportei.com\/es\/central-de-ajuda\/como-crear-una-plantilla-de-informe\/\">aqu\u00ed<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"742\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.11.55-1024x742.png\" alt=\"\" class=\"wp-image-52134\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.11.55-1024x742.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.11.55-300x218.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.11.55-768x557.png 768w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.11.55-1536x1114.png 1536w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.11.55-750x544.png 750w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.11.55-400x290.png 400w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.11.55.png 1804w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<\/p>\n\n\n\nDespu\u00e9s, selecciona el per\u00edodo de an\u00e1lisis. El sistema propone un per\u00edodo inicial de 30 d\u00edas basado en la fecha actual. Por ejemplo, el 01\/05\/2024 propondr\u00eda del 01\/04\/2024 al 30\/04\/2024. Puedes ajustar las fechas antes de generar el informe. Puedes cambiar tanto el per\u00edodo de an\u00e1lisis como el de comparaci\u00f3n, o elegir no comparar con otro per\u00edodo.<\/strong><\/p>\n\n\n\n<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/image-54-1024x576.png\" alt=\"\" class=\"wp-image-21162\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/image-54-1024x576.png 1024w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/image-54-300x169.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/image-54.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<\/p>\n\n\n\nEn esa misma pantalla, si generas un informe de Meta Ads, LinkedIn Ads o Google Ads<\/strong>, puedes elegir entre un informe de toda la cuenta<\/strong> publicitaria<\/strong> o campa\u00f1as espec\u00edficas<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"992\" height=\"422\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.03.png\" alt=\"\" class=\"wp-image-52139\" style=\"width:570px;height:auto\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.03.png 992w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.03-300x128.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.03-768x327.png 768w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.03-750x319.png 750w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.03-400x170.png 400w\" sizes=\"(max-width: 992px) 100vw, 992px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"798\" height=\"400\" src=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.11.png\" alt=\"\" class=\"wp-image-52144\" style=\"width:540px;height:auto\" srcset=\"https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.11.png 798w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.11-300x150.png 300w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.11-768x385.png 768w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.11-750x376.png 750w, https:\/\/reportei.com\/wp-content\/uploads\/2019\/04\/Captura-de-Tela-2025-03-12-a\u0300s-09.13.11-400x201.png 400w\" sizes=\"(max-width: 798px) 100vw, 798px\" \/><\/figure>\n\n\n\n<\/p>\n\n\n\nAl continuar y completar este paso, se genera el informe. =)<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-etapa-relat-rio-criado\">Paso 4: revisa el informe<\/strong><\/span><\/h2>\n\n\n\n<\/p>\n\n\n\nYa puedes analizarlo, personalizarlo y compartirlo con el cliente.<\/p>\n\n\n\nSi necesitas ver el proceso, consulta tambi\u00e9n este v\u00eddeo en portugu\u00e9s:<\/p>\n\n\n<iframe title=\"TUTORIAL REPORTEI | O IN\u00cdCIO\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/yPf9ZWZoHdU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n\n\n\n<\/p>\n\n\n\nSi tienes alguna pregunta, ponte en contacto con nuestro equipo de soporte.<\/em> =)<\/p>\n","protected":false},"excerpt":{"rendered":"Al registrarte por primera vez en Reportei, dispones de tres d\u00edas de prueba gratuita. As\u00ed puedes conocer la herramienta y sus funciones antes de decidir qu\u00e9 plan contratar. =) En nuestro canal de YouTube encontrar\u00e1s este v\u00eddeo en portugu\u00e9s, que explica el proceso paso a paso: Tambi\u00e9n puedes seguir las instrucciones escritas que aparecen a […]<\/p>\n","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","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":"default","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":""},"helpdesk_category":[1119],"helpie_tag":[],"helpie_add_tag":[],"helpie_up_tag":[],"class_list":["post-84562","pauple_helpie","type-pauple_helpie","status-publish","format-standard","hentry","helpdesk_category-comenzar"],"_links":{"self":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/84562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie"}],"about":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/types\/pauple_helpie"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/comments?post=84562"}],"version-history":[{"count":2,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/84562\/revisions"}],"predecessor-version":[{"id":84889,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/pauple_helpie\/84562\/revisions\/84889"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/media?parent=84562"}],"wp:term":[{"taxonomy":"helpdesk_category","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpdesk_category?post=84562"},{"taxonomy":"helpie_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_tag?post=84562"},{"taxonomy":"helpie_add_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_add_tag?post=84562"},{"taxonomy":"helpie_up_tag","embeddable":true,"href":"https:\/\/reportei.com\/es\/wp-json\/wp\/v2\/helpie_up_tag?post=84562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}