Automated Email Reports in the Social Media Tool

f you want to send automated reports to clients, management, staff, etc. from the social media tool, follow these simple instructions.

1.  Find the report you want to create, or create a custom report from the "Reports Hub" in the social media tool:

2. Next, select the profile or profiles you want to report on, and click generate.

3. Once the report has loaded, click the paper airplane icon to open the email function:

4. You'll need to name the report. Then the report will open, and you can add a cover page by clicking the "Show Cover Page" dropdown on the right. Once the report is ready, click the paper airplane icon at the top once again. 

5. In the pop-up you'll enter all of the info the system will need to send your report out, including email addresses to send it to, subject of the email and body message, frequency of the email to be sent, and if you want to include the cover page:

Once ready, click "Save Settings" and your email report will start sending on the frequency that you selected.