<div class='ui dimmer modals page' style='display: none;'><div id='helpie-password-modal' class='pauple_helpie ui modal small' style='display: none;'><div class='ui header'><i class='circular lock icon'></i> Password Protected</div><div class='item-content'><br /><label for='password_check'>Enter Password : </label><p><input type='password' id='password_check' name='password_check' class='password' value='' required></p></div><div class='actions'><div class='ui black deny button'>Nope</div><div class='ui positive right labeled icon button'>Yep, that's right!<i class='checkmark icon'></i></div></div><div class='clear'></div></div></div>{"id":84818,"date":"2026-10-15T13:11:48","date_gmt":"2026-10-15T16:11:48","guid":{"rendered":"https:\/\/reportei.com\/central-de-ajuda\/premiers-pas-dans-reportei\/"},"modified":"2026-10-15T13:11:48","modified_gmt":"2026-10-15T16:11:48","slug":"premiers-pas-dans-reportei","status":"publish","type":"pauple_helpie","link":"https:\/\/reportei.com\/fr\/central-de-ajuda\/premiers-pas-dans-reportei\/","title":{"rendered":"Premiers pas dans Reportei"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Reportei centralise vos rapports et les indicateurs importants de votre entreprise ou de vos clients. Ce guide pr\u00e9sente les principales fonctions pour d\u00e9marrer. <\/span><span style=\"font-weight: 400;\"><br><\/span><span style=\"font-weight: 400;\"><br><\/span><span style=\"font-weight: 400;\">Commencez par <\/span><b>cr\u00e9er un projet : il repr\u00e9sente le client, la marque ou l\u2019entreprise dont vous souhaitez produire les rapports et tableaux de bord<\/b><span style=\"font-weight: 400;\">. Renseignez son nom, sa langue et les r\u00e9glages de texte utilis\u00e9s dans ses documents.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Vous pouvez ensuite<\/span><b> connecter<\/b><span style=\"font-weight: 400;\"> les comptes des r\u00e9seaux sociaux et autres canaux du projet.&nbsp;<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Voici des exemples d\u2019int\u00e9grations. Leur disponibilit\u00e9 d\u00e9pend de votre offre ; consultez la liste actuelle dans Reportei :<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Instagram ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Facebook ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Meta Ads ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Google Ads ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Google Analytics 4 ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">YouTube ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">LinkedIn ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Google Business Profile ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">TikTok ;<\/span><\/li>\n\n\n\n<li>Threads ;<\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Pinterest, \u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Pinterest Ads, \u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">LinkedIn Ads, \u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">RD Station Marketing, \u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li>RD Station CRM <span style=\"font-weight: 400;\">\u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Google Search Console, \u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Mailchimp, \u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">TikTok Ads, \u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Twitter Ads, selon la disponibilit\u00e9 actuelle de l\u2019int\u00e9gration et du compte ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Phonetrack <\/span><span style=\"font-weight: 400;\">\u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Pipedrive <\/span><span style=\"font-weight: 400;\">\u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li>Hotmart <span style=\"font-weight: 400;\">\u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li>E-goi <span style=\"font-weight: 400;\">\u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li>WooCommerce <span style=\"font-weight: 400;\">\u00e0 partir de Pro ;<\/span><\/li>\n\n\n\n<li>Nuvemshop, \u00e0 partir de Pro ;<\/li>\n\n\n\n<li>Kiwify, \u00e0 partir de Pro ;<\/li>\n\n\n\n<li>Kommo, \u00e0 partir de Pro ;<\/li>\n\n\n\n<li>Repediu, \u00e0 partir de Pro ;<\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">ActiveCampaign <\/span><span style=\"font-weight: 400;\">avec Premium ;<\/span><\/li>\n\n\n\n<li>HubSpot Marketing <span style=\"font-weight: 400;\">avec Premium ;<\/span><\/li>\n\n\n\n<li>HubSpot CRM <span style=\"font-weight: 400;\">avec Premium ;<\/span><\/li>\n\n\n\n<li>Shopify <span style=\"font-weight: 400;\">avec Premium.<\/span>;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Dans chaque cas, <strong>vous devez disposer des autorisations requises sur les comptes<\/strong>, pages et gestionnaires concern\u00e9s. <\/span><i><span style=\"font-weight: 400;\">Instagram n\u00e9cessite un compte professionnel. Le parcours via Facebook exige une association correcte avec une Page Facebook ; le parcours de connexion directe Instagram, lorsqu\u2019il est propos\u00e9, suit ses propres autorisations.<\/span><\/i><span style=\"font-weight: 400;\">&nbsp;<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">La vid\u00e9o en portugais sur les connexions est disponible <\/span><a href=\"https:\/\/youtu.be\/F_P265B4wqk\"><span style=\"font-weight: 400;\">ici<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sobre-os-relat-rios\"><span id=\"helpie-sp-1\"><b><\/b><b>Les rapports<\/b><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Un rapport pr\u00e9sente les donn\u00e9es d\u2019une p\u00e9riode choisie. Vous pouvez <\/span><b>r\u00e9ordonner les plateformes et indicateurs<\/b><span style=\"font-weight: 400;\">, <\/span><b>ajouter des analyses<\/b><span style=\"font-weight: 400;\">, des commentaires et des <\/span><b>indicateurs manuels<\/b><span style=\"font-weight: 400;\"> provenant de sources externes. Il constitue un bilan utile pour communiquer les r\u00e9sultats et pr\u00e9parer les actions suivantes. <\/span><span style=\"font-weight: 400;\"><br><\/span><span style=\"font-weight: 400;\"><br><\/span><i><span style=\"font-weight: 400;\">En savoir plus sur les rapports <\/span><\/i><a href=\"https:\/\/youtu.be\/BCHe-ReGeoE\"><i><span style=\"font-weight: 400;\">ici<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">.<\/span><\/i><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sobre-os-dashboards\"><span id=\"helpie-sp-2\"><b>Les tableaux de bord<\/b><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Un tableau de bord permet de <\/span><b>modifier la p\u00e9riode sans cr\u00e9er un nouveau document<\/b><span style=\"font-weight: 400;\">. Il propose les m\u00eames indicateurs et options de personnalisation qu\u2019un rapport, mais <\/span><b>reste dynamique<\/b><span style=\"font-weight: 400;\"> : vous et les personnes utilisant le lien de partage pouvez modifier les dates d\u2019analyse et de comparaison. Un tableau de bord par client facilite le suivi r\u00e9gulier.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><i><span style=\"font-weight: 400;\">En savoir plus sur les tableaux de bord <\/span><\/i><a href=\"https:\/\/youtu.be\/ThBoVRqP21U\"><i><span style=\"font-weight: 400;\">ici<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">.<\/span><\/i><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sobre-a-linha-do-tempo\"><span id=\"helpie-sp-3\"><b>La chronologie <\/b><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Le marketing d\u2019une entreprise <\/span><b>poss\u00e8de une histoire<\/b><span style=\"font-weight: 400;\">. La chronologie permet de la consigner avec des jalons et de <\/span><b>raconter le parcours<\/b><span style=\"font-weight: 400;\"> du projet ou du client.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Enregistrez des rapports, objectifs atteints, lancements de campagnes ou d\u00e9cisions importantes. Les jalons peuvent \u00eatre ajout\u00e9s manuellement, mais aussi depuis les indicateurs des rapports ou automatiquement via les r\u00e9sultats de Controle lorsque votre offre le permet.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Le rapport est un instantan\u00e9 ; la chronologie apporte le contexte des actions qui l\u2019ont pr\u00e9c\u00e9d\u00e9. Le client peut ainsi comprendre l\u2019ensemble du travail r\u00e9alis\u00e9.&nbsp;<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Vous pouvez aussi l\u2019utiliser en interne pour informer les coll\u00e8gues qui suivent le projet moins r\u00e9guli\u00e8rement. <\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">En savoir plus sur la chronologie <\/span><a href=\"https:\/\/youtu.be\/BO5QAYC6S2w\"><span style=\"font-weight: 400;\">ici<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sobre-a-automa-o\"><span id=\"helpie-sp-4\"><b>Les automatisations <\/b><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">Les automatisations permettent de <\/span><b>g\u00e9n\u00e9rer et envoyer automatiquement<\/b><span style=\"font-weight: 400;\"> les rapports aux clients ou aux analystes, ou simplement d\u2019en conserver un historique.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">D\u00e9finissez la fr\u00e9quence, l\u2019horaire, la p\u00e9riode analys\u00e9e et les canaux de notification. <\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-weight: 400;\">D\u00e9couvrez comment configurer une automatisation <\/span><a href=\"https:\/\/youtu.be\/6Gcu8GJwCJw\"><span style=\"font-weight: 400;\">ici<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Consultez notre <a href=\"https:\/\/www.youtube.com\/watch?v=VH-7x7y5Js4&amp;list=PLqFeAO3Sw6-P87rXcW9HdlwXjQ6PqrHgx\">playlist YouTube en portugais<\/a> pour approfondir ces fonctions. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Si vous avez des questions, contactez notre assistance.<\/em>&nbsp;=)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reportei centralise vos rapports et les indicateurs importants de votre entreprise ou de vos clients. Ce guide pr\u00e9sente les principales fonctions pour d\u00e9marrer. Commencez par cr\u00e9er un projet : il repr\u00e9sente le client, la marque ou l\u2019entreprise dont vous souhaitez produire les rapports et tableaux de bord. Renseignez son nom, sa langue et les r\u00e9glages [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","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":""},"helpdesk_category":[4043,4087],"helpie_tag":[],"helpie_add_tag":[],"helpie_up_tag":[],"class_list":["post-84818","pauple_helpie","type-pauple_helpie","status-publish","format-standard","hentry","helpdesk_category-commencer","helpdesk_category-rapports"],"_links":{"self":[{"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/pauple_helpie\/84818","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/pauple_helpie"}],"about":[{"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/types\/pauple_helpie"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/comments?post=84818"}],"version-history":[{"count":1,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/pauple_helpie\/84818\/revisions"}],"predecessor-version":[{"id":84820,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/pauple_helpie\/84818\/revisions\/84820"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/media?parent=84818"}],"wp:term":[{"taxonomy":"helpdesk_category","embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/helpdesk_category?post=84818"},{"taxonomy":"helpie_tag","embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/helpie_tag?post=84818"},{"taxonomy":"helpie_add_tag","embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/helpie_add_tag?post=84818"},{"taxonomy":"helpie_up_tag","embeddable":true,"href":"https:\/\/reportei.com\/fr\/wp-json\/wp\/v2\/helpie_up_tag?post=84818"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}