Gain Insight with Social Studio Reports

Learning Objectives

After completing this unit, you’ll be able to:

  • Manage social media conversations.
  • Review information in dashboards and workbenches.
  • Create Social Studio reports from your data.

Join the Conversation

Isabelle needs to analyze a broad range of information to get a complete picture of how customers interact with the NTO brand. More precisely, Isabelle wants to know what NTO’s customers are talking about and gain insight on how they’re interacting with both the brand and products. She’s also curious about how their social media campaigns are performing. In this unit, Isabelle tunes in to conversations about Northern Trail Outfitters using Social Studio.

Social Studio offers several reports designed to help you track the performance of your content across all of your social media accounts. Some of these reports present overview information about entire accounts, and some target more specific aspects of your social media performance. Isabelle takes a look at the available reports to choose what works best for her.

  • Account Type Post Performance Reports: See if the content for a workspace or social network is successful or needs some help.
  • Analyze Dashboard Requests: Filter information from Social Studio Analyze and create PDF reports based on the dashboards in your account.
  • Post Reports: Create and schedule reports on posts related to your social accounts and topic profiles. These reports present information in CSV or PDF formats.
  • Real-Time Post Reports: Review information on your topic profiles ranging from 10-minutes to 3-hours old. Now that’s fresh data!

Isabelle wants to take a high-level look at NTO’s social media performance, so she starts with an Account Type Post Performance Report called a Cross Workspace Performance Post report. This type of report covers all performance for NTO’s workspaces. Workspaces represent locations where NTO (or any other Social Studio user, for that matter) can manage information for a business unit, geographical location, or campaign. Isabelle wants to set this report for 30 days worth of information. Here are the steps she follows.

  1. In Social Studio, click Performance.
  2. Click Customize and download for the Cross Workspace Post report using Facebook, Twitter, and LinkedIn.
  3. In the Show Posts From dropdown, choose the past 30 days.
  4. Select Add All to add all the social accounts shown in the pick list. Isabelle reviews information in a summary box with the name of the report, a description, variables in the report, the date ranges, and the social accounts included.
  5. Select CSV as the report format.
  6. Click Download Report to receive a link to the completed report (it will be sent from the address
  7. Open the email message and click View Report.
  8. To download the report, click Download.

Isabelle receives her CSV report with all the information she needs. But she also wants to look into some specific hashtags on Instagram. She monitors this information using an Instagram Hashtag Summary dashboard in the Analyze section of Social Studio, so she creates an Analyze Dashboard Report.

Analyze dashboard view in Social Studio with two dashboards: Hiking and NTO Leads.

  1. In Social Studio Analyze, click Reports.
  2. Click Create Report.
  3. Choose Dashboard Report.
  4. Choose the Instagram Hashtag Summary dashboard.
  5. Isabelle sets the filters for a real-time report from the past 30 days.
  6. Drag the dashboard cards to the order you want shown in the PDF report.
  7. To edit the individual card that appears on the report:
    • Click the card in the Report Pages window.
    • In Edit Feed, you can:
      • Choose the social accounts that appear in the report in Dataset.
      • Select individual filters in Filters.
      • Remove the page from report by clicking Delete Page From Report.
    • To close, click X.
  8. Isabelle schedules the report to run monthly. She chooses Day of the week in Run by and sets the start and end date of report generation using the popup calendars. She also specifies the preferred delivery time.
  9. Isabelle saves her changes and clicks Done.

Now that everything is set up, Isabelle can run the report and view the results. And with that, she has better insight into her social media presence. She checks it off her list and is ready to move to her next reporting need: B2B accounts.