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How to create, delete, or edit auto reports?
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Written by Support
Updated over a month ago

With Sociality.io, generating automatic reports is a breeze—daily, weekly, monthly, or quarterly. With just a few clicks, you can generate comprehensive reports for Social Profiles, Competitors, Listening, and Conversation Activities.

Say goodbye to tedious data analysis and embrace effortless decision-making, with all the insights you need delivered directly to your inbox. Stay ahead of the competition with Sociality.io and make sharper, more informed decisions effortlessly.

How to create automatic reports?

  1. Navigate to the Analytics module and generate your social media report.

  2. To generate a customized social media report, simply select your desired platform and define the date range, then click ‘Apply’ to generate the report. Once generated, click the ‘Export’ icon to automate your report creation.


  3. On the next screen, define the details for your auto report, specify your criteria, and click ‘Schedule.’ Your report will now be automatically generated and delivered as per your preferences.

How to delete automatic reports?

  1. Click on ‘Settings’ and it will directly navigate you to the ‘Workspaces’ section on the following screen.

  2. From the left menu, select 'Scheduled reports' to view a complete list of all reports generated and delivered automatically to you and your team members' inboxes. To delete a scheduled report, simply click on the ‘Delete’ icon next to it.

How to edit automatic reports?

Unfortunately, automatic reports can't be edited 🥲 However, you can easily delete the existing auto-report by following the steps mentioned above. Once deleted, you can create a new auto-report with your desired frequency, email, and format, allowing you to fully customize it to your preferences 🤗

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