Performance Reports
Generate comprehensive reports to showcase your social media performance and track progress over time.
Creating a Report
Section titled “Creating a Report”-
Go to Analytics
Navigate to Analytics → Reports
-
Click “Create Report”
Start a new custom report
-
Select Date Range
Choose the period to analyze
-
Choose Accounts
Select which social accounts to include
-
Pick Metrics
Select the data points to feature
-
Generate Report
Click “Generate” and wait for processing
Report Types
Section titled “Report Types”Quick Report
Section titled “Quick Report”A pre-formatted summary including:
- Key metrics overview
- Platform comparison
- Top performing posts
- Growth trends
Best for: Quick updates, weekly check-ins
Detailed Report
Section titled “Detailed Report”Comprehensive analysis with:
- All available metrics
- Demographic breakdowns
- Content performance analysis
- Recommendations
Best for: Monthly reviews, client presentations
Custom Report
Section titled “Custom Report”Build your own report:
- Select specific metrics
- Add/remove sections
- Custom branding
- Personalized insights
Best for: Specific needs, branded presentations
Report Sections
Section titled “Report Sections”Executive Summary
Section titled “Executive Summary”Quick overview for busy readers:
- Key wins this period
- Areas for improvement
- Notable trends
- Recommended actions
Performance Metrics
Section titled “Performance Metrics”Detailed numbers:
- Reach and impressions
- Engagement metrics
- Follower changes
- Click-through rates
Content Analysis
Section titled “Content Analysis”What worked:
- Top 10 performing posts
- Content type breakdown
- Hashtag performance
- Posting time analysis
Audience Insights
Section titled “Audience Insights”Who’s engaging:
- Demographics
- Location data
- Activity patterns
- Follower quality
Platform Comparison
Section titled “Platform Comparison”Cross-network view:
- Side-by-side metrics
- Platform-specific insights
- Resource allocation suggestions
Goals Progress
Section titled “Goals Progress”Track objectives:
- Goal status
- Progress percentage
- Projected completion
- Recommendations
Customizing Reports
Section titled “Customizing Reports”Add Your Logo
Section titled “Add Your Logo”Brand reports with your identity:
- Go to Settings → Branding
- Upload your logo
- Set brand colors
- Reports automatically apply branding
Include/Exclude Sections
Section titled “Include/Exclude Sections”Toggle sections on or off:
- Checkboxes for each section
- Drag to reorder
- Custom section titles
Add Notes
Section titled “Add Notes”Include your analysis:
- Text boxes for commentary
- Highlight key insights
- Add action items
- Include recommendations
Scheduling Reports
Section titled “Scheduling Reports”Set up automatic report delivery:
Weekly Reports
Section titled “Weekly Reports”- Go to Reports → Scheduled
- Click “Schedule New”
- Select “Weekly”
- Choose day and time
- Add recipients
- Select report type
Monthly Reports
Section titled “Monthly Reports”- Same process, select “Monthly”
- Choose which day of month
- Great for client retainers
Custom Schedule
Section titled “Custom Schedule”- Bi-weekly
- Quarterly
- Custom intervals
Sharing Reports
Section titled “Sharing Reports”Download Options
Section titled “Download Options”| Format | Best For |
|---|---|
| Sharing, printing | |
| PNG | Social sharing, quick views |
| CSV | Data analysis |
| PowerPoint | Presentations |
Email Delivery
Section titled “Email Delivery”Send directly from Postiv.io:
- Generate your report
- Click “Share”
- Enter email addresses
- Add a message
- Send
Link Sharing
Section titled “Link Sharing”Create shareable links:
- Generate report
- Click “Get Link”
- Set expiration (optional)
- Set password (optional)
- Share the URL
Report History
Section titled “Report History”Access past reports:
- Reports → History
- Filter by date, type, accounts
- Re-download any report
- Compare periods
Best Practices
Section titled “Best Practices”For Client Reports
Section titled “For Client Reports”- Include executive summary first
- Focus on metrics they care about
- Add context and explanations
- Include next steps/recommendations
- Brand with your agency logo
For Internal Use
Section titled “For Internal Use”- Track consistent metrics monthly
- Note what changed and why
- Document experiments and results
- Set and track goals
For Presentations
Section titled “For Presentations”- Use the PowerPoint export
- Highlight key numbers
- Include visual charts
- Prepare talking points
Report Limits
Section titled “Report Limits”| Plan | Reports/Month | History |
|---|---|---|
| Starter | 5 | 30 days |
| Pro | 20 | 90 days |
| Business | Unlimited | 1 year |