Simplify Analytics with Automation

We value your feedback and are excited to introduce a new feature based on your requests. You can now easily create Scheduled Reports in PDF format through the Analytics Section in eclincher. No more manual report downloads! With our new scheduling functionality, reports can be delivered directly to your inbox. Automate report generation and distribution to your leadership team, saving you time for other essential tasks. Let us handle the rest by emailing you every report you need, whenever you need it. Analytics made easy!

This article provides a step-by-step guide on setting up Scheduled Reports or PUSH Reporting.

How to Create Scheduled Reports

You can create scheduled reports from different sections of your Analytics, including Built-In Reports, Custom Reports, Competitor/Audit Reports, and even your Inbox Analytics. Let's explore each method:

I. Creating Scheduled Reports from the Built-In Tab

Please note: The Built-In Reports section was previously called Analytics Reports. If you need to customize your reports, head to Custom Reports.

Select the Social Media Profile from which you want to generate reports.



Once you've chosen a profile, click the 'More Options' button and select Schedule PDF.



A pop-up will appear with the following options:

- Create a Report Name
- Add a note
- Select Social Media Profile
- Choose the Time Frame for the Report
- Set the Schedule Time
- Enter the email address to which you want to send the report.



You can also choose to Verify Report (send the email immediately) to test it out. The report will still be sent on the scheduled dates.

II. Creating Scheduled Reports from Custom Analytics Report and Competitor/Audit Report

Please note: Custom Analytics and Competitor Reports are available for Premier and Agency plans only.

In the Custom Analytics Report Tab or Competitor/Audit Report, click the 'Three-dot' icon and select Schedule.



A pop-up will appear with the same options as mentioned earlier:

- Create a Report Name
- Add a note
- Select Social Media Profile
- Choose the Time Frame for the Report
- Set the Schedule Time
- Enter the email address to which you want to send the report.



You can also choose to Verify Report (send the email immediately) to test it out. The report will still be sent on the scheduled dates.

III. Creating Scheduled Reports for Your Inbox

From your Inbox Dashboard, click on the Analytics icon.



Click on "Schedule" once you're in your Inbox Analytics section.



A pop-up will appear with the following options:

- Create a Report Name
- Add a note
- Select the Time Frame for the Report
- Set the Schedule Time
- Enter the email address to which you want to send the report.



You can also choose to Verify Report (send the email immediately) to test it out. The report will still be sent on the scheduled dates.

IV. You can also edit or pause the scheduled reports for necessary changes that you need.

Click the analytics feature on the left panel then click the "scheduled reports"



Click the 3 dots icon and click "edit". From there, you can edit the settings for your scheduled report with the same pop-up as creating a new report.
_ Additional note: Click the blue toggle to disable or pause the scheduled report.



If you have any additional questions, feel free to reach out to our 24/7 Support Team. We are here to assist you. We also welcome any suggestions to improve this capability. Simply reach out to us through the chat. Thank you for choosing eclincher!

Best regards,
The eclincher Support Team

Updated on: 03/10/2024