- This feature requires Review Monitoring.
Marketer and Agency accounts are able to generate detailed performance reports for clients that show online reputation trends over time.
To generate a client report, first select a business and location. Then, go to Dashboard > Reporting. From here, you can generate a report on demand or automatically.
Generate a report on demand
Click the Generate a Report button to instantly generate a report. In the dialogue that appears, select your parameters:
- Activity from: Select the date range the report will cover. The default date range is 90 days. You can change it to whatever you’d like
- Customize report title: Add an optional custom report title (the default is “Reputation and Reviews Report”)
- White-label this report: Choose a brand to associate with the report (if any)
- Customize report sections: Optionally choose which report sections you’d like to include/exclude (Issues and overall score is excluded by default)
- Include PDF: Generate a PDF version of your report. This is turned on by default
- Include CSV: Generate a CSV version of your report. This is turned off by default
When you’ve selected your settings, click Create Report.
Once the report is created, it will appear in a list on the Generated Reports tab. You can then view it in-browser, save it as a PDF file, or download the CSV (if you chose to include the PDF and/or CSV – the buttons are located in the list’s Links column).
Delete a report by clicking the red Remove button in the Actions column.
Schedule a recurring report
Scheduled reports are automatically generated and emailed out to clients on a recurring basis. The default email sends out the report as a PDF attachment, but we also allow you to include a link to your report hosted on the web (formatted as a standard webpage, not a PDF) – simply add the [[report_url]] placeholder to your email. You can also include an optional CSV.
To create a new report schedule, click Schedule a Report.
A new tab will appear where you can set up your new schedule. You’ll be taken to it automatically the first time. There are several parameters you can adjust within this tab:
- Email content: Edit the email that goes out with each report. The editor accepts HTML. Simply click on any text field to edit it. We also provide placeholders for certain values in case they change. Add a From name to display a sender name to the recipient. Add a Reply-to address to receive any responses your automated emails may receive from clients or other recipients.
- Schedule: When and how often reports are generated and sent. The default setting is monthly on the last day of the month. Click the text box to change. Note that when you click on a new date, it’s included in addition to any other dates already selected. You must also deselect any dates you’d like to remove from the schedule.
- Timeframe covered: Adjust the timeframe covered by the report. The default timeframe is the last 3 months. To change, set a different interval in the dropdown menu.
- White-label this report: you can send out a report with our branding (select No) or any of your brands that you’ve added. Click the text field to display a drop down menu with your brands.
- Customize report sections: Optionally choose which report sections you’d like to include/exclude (Issues and overall score is excluded by default)
- Include PDF: Include a PDF version of your report. This is turned on by default
- Include CSV: Incluse a CSV version of your report. This is turned off by default
- Add Recipients: list the email addresses you’d like to receive the report
Once you’ve made your changes, click Update Settings to change them.
To delete a schedule and all of its settings, click the Stop This Report button.
