Reporting & Analytics
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23 guidesReporting permissions and dashboard overview
Viewer/editor roles, dashboard cards, page/group/widget/export counts, notes, page avatars, loading, and missing-page cleanup. Requires a reporting role.
Create a reporting dashboard
Name, optional notes, choose at least one page or group, save, and open it. Requires reportings:canEdit.
Edit, delete, search, paginate, and favorite dashboards
Dashboard library organization and failure states. Editing/deleting requires reportings:canEdit.
Filter a reporting dashboard
Date range, pages, platforms, compact bubbles, and active filter behavior. Requires a reporting role.
Add, remove, resize, and reorder widgets
Edit Widgets, widget options, drag-and-drop, persistence, and widget error isolation. Editing requires reportings:canEdit.
Choose a widget display type
Line/bar/pie/table/posting cards, size, and pie aggregation by sum/average/ median. Editing requires reportings:canEdit.
Metric reference: audience and distribution
Followers/subscribers, new followers, impressions/views, follower versus non-follower views, reach, subscribers gained/lost, and platform availability.
Metric reference: engagement
Engagements, engagement rate formulas by platform, likes/reactions, dislikes, like-dislike ratio, comments, shares, and saves.
Metric reference: publishing and business outcomes
Post/video count, Link Clicks, Link Click Rate, and approximate monetization earnings.
Analyze YouTube Traffic Sources
Classified views from browse, search, suggested videos, advertising, external sources, channel pages, cards/annotations, notifications, playlists, end screens, Shorts, and unknown or other YouTube sources. Explain bulk-report collection delay and selected-page availability.
Use detailed postings and comments widgets
Result limits, card/table formats, post filters, and opening the underlying post/comment.
Compare performance by post tag
Select two organization tags, statistics, missing-tag states, and choosing chart metrics.
Use sentiment and cloud widgets
Comment sentiment, commented emoji cloud, topic cloud, hashtag cloud, and opening the matching posts/comments.
Create a Custom Metrics formula
Add metric/operator/value fields, change field types, formula validation, description, and saving. Requires reportings:canEdit.
Understand follower/non-follower views
Combined weighted ratio, page breakdown, unknown classification, and current availability for Facebook, Instagram, and YouTube account analytics.
Why a metric has no data
Platform availability, account/post scope, selected date range, page permissions, collection delay, external posts versus MediaFox posts, and widget-specific limits.
Export a dashboard
PDF, Excel, Google Sheets, CSV, and JSON choices; dashboard versus supported single-widget exports. Requires a reporting role.
Create a branded PDF export
Auto/landscape/portrait sizes, selected widgets, time estimate, keeping the dialog open, asset errors, and long-running exports.
Understand PDF export exclusions
Posting and comment widgets are skipped; some widgets may only support branded PDF. State the current limitations exactly.
Export to Google Sheets
Complete the export and open the resulting sheet. Confirm authorization behavior in a real environment before final publication.
Export YouTube data safely
Show the last successful refresh time, block exports when freshness is older than 30 days or cannot be verified, and explain the requirement to delete the export and its copies within 30 calendar days. Cover the notice embedded in PDF, CSV, spreadsheet, and JSON output.
Schedule automatic exports
Destination plug-ins, email/Amazon S3, file type, filename/directory, timestamp, recipients, intervals, time of day, and data scope. Requires reportings:canEdit and relevant add-ons.
Run an export now and read export history
Queued/running/success/failure states, already-queued feedback, the ten-minute manual-export cooldown, next scheduled export, and retrying. Requires reportings:canEdit.