How to generate Reports

With Metricool you can create social media reports in a matter of seconds and automatically. The first thing you have to do is connect your social media accounts to Metricool so that the tool collects your data and displays it in a dashboard. This way you can consult it whenever you want. You can find this feature under Reporting in the top menu.

Set up and download your reports

To generate a report, the steps are the following:

1. Choose the time period, either a full month (drop-down) or a custom range. Use the arrows to navigate to the start date and click it, then — without clicking any day in between — use the arrows again to navigate to the end date and click it.

   

2. Select the language.

3. Choose the social media platforms, the data sorting field in the tables, and the maximum number of rows.

4. Optionally, you can add your logo.

5. Click the download button for PDF or PPT.

To include the "Summary" section, you have two options:

• No social media platform selected: a summary will be created for all platforms.

• Select media platforms: the summary will be generated only for the selected platforms.

In the Advanced and Custom plans, you also have the possibility to use your own report templates. Here you can find more information.

⚠️ Downloads in PPT format
When downloading the report in PPT format, please note:

• Thumbnails: in some tools, thumbnails may not display correctly. They appear properly in PowerPoint, LibreOffice, or OpenOffice.

• Grid background: in certain tools, the background may appear as a grid. To fix it, open the file, right-click on the background, select Format Background, and uncheck the “Tile picture as texture” option on the right panel.

Automatic monthly report

In this section you can set up the automatic email delivery of the report. Once enabled, follow these steps:

1. Recipient's email: add one or more email addresses that will receive the report.

2. Send replies to (optional): enter the email address where you want to receive your client’s replies.

3. Sending day: schedule the day when the report will be sent automatically.

4. Email text (optional): customize the message that will accompany the report.

5. Send a test report now (optional): test the delivery before activating the schedule.

6. Save: click save to activate the automatic sending.

📝Notes

• For shared brands, the behavior is the same as long as you have permission to view and edit this section.

• Check availability for white-label.

Download manager

You can view your last 100 manual reports by clicking Previous downloads and download them from that list without having to generate them again. The list is paginated, so you can move through all of them.

Each report has these options in the Status column:

• Download: downloads the report file.

• Copy URL: copies the link to the report so you can share it. Anyone with the link can open the report without signing in to Metricool, and the link does not expire. A PDF report opens in the browser when you open the link, and a PPT report downloads as a file.

Note that only manually generated reports are stored there — automatic or scheduled reports are not saved in this list and must be downloaded from the link in the email.

Delete a report

Delete the manual reports you no longer need directly from the download manager.

1. Click Previous downloads.

2. On the report you want to remove, click the three-dot menu (⋮) in the Status column and select Delete report.

3. Confirm the deletion.

A deleted report is no longer available in the list, so you can't download it again from there. Download a copy first if you still need it, or generate the report again with the same period and options.