Analytics Automation

You asked! We listened.

You can now create Scheduled Reports via our Analytics Section in PDF format inside eclincher. You no longer have to manually download your reports! You can now schedule reports right to your inbox! Have reports automated directly into your leadership's inbox. Learn how to set it up so you can have more time to do your other important tasks while we take care of the rest, emailing you every report you need, whenever you need it. Analytics made easy!

This article will walk you through on how to set up your Scheduled Reports or PUSH Reporting.

How to Create Scheduled Reports

From your Analytics Dashboard, you can create your scheduled reports by going to Built In Reports, Custom Reports, and Competitor/ Audit Reports. You can also create Scheduled Analytics Report of your Inbox.




I. Creating Scheduled Reports from the Built-In Tab

Please note: Built-In Reports was previously called Analytics Reports. Built-In reports are pre-formatted and ready to go. If you need to customize, go to Custom Reports.

Select the Social Media Profile you'd like to pull your reports from



Once you have selected a Profile, click on the 'More Options' button, and select Schedule PDF



A pop-up will give you options to do the following:

Create a Report Name
Add a note
Select Social Media Profile
Select the Time Frame for the Report
Schedule Time
Enter the email address you would like to send the report to



You also opt to Verify Report (send the email immediately) to test it out. It will still send on the allotted dates.



II. Creating Scheduled Reports from Custom Analytics Report and Competitor / Audit Report
Please Note: Custom Analytics and Competitor Report is available for Premier and Agency plans only

From the Custom Analytics Report Tab or Competitor/ Audit Report , click on the 'Three-dot' icon > Schedule



A pop-up will give you options to do the following:

Create a Report Name
Add a note
Select Social Media Profile
Select the Time Frame for the Report
Schedule Time
Enter the email address you would like to send the report to



You also opt to Verify Report (send the email immediately) to test it out. It will still send on the allotted dates.



III. Creating Scheduled Reports for your Inbox

From your Inbox Dashboard, please click on the Analytics icon.



Please click on "Schedule" once you are in your Inbox Analytics section



A pop-up will give you options to do the following:

Create a Report Name
Add a note
Select the Time Frame for the Report
Schedule Time
Enter the email address you would like to send the report to



You also opt to Verify Report (send the email immediately) to test it out. It will still send on the allotted dates.



If you have additional questions, please do not hesitate to reach out to us, our Support Team is available 24/7 to assist you. Have a suggestion to make this capability better? Reach out to us right in the chat. We are here for you!

Thank you,
The eclincher Support Team

Updated on: 20/06/2022