Reports: Generate and Manage Custom Reports in Digital Hub

Overview

The Reports feature in the Digital Hub within Evolved Office allows you to create, schedule, and manage detailed reports on your digital marketing performance. Reports compile data from multiple sections, such as SEO, Analytics, Social Media, Paid Ads, and more, giving you a comprehensive view of your digital strategy. These reports are perfect for tracking monthly progress, sharing insights with stakeholders, or keeping your team aligned on performance goals.

Types of Reports

Within the Reports section, you’ll find two types of reports:

1. Scheduled Reports: Reports that are automatically generated and sent out at regular intervals based on your settings. Ideal for monthly or weekly updates to stakeholders.
2. Not Scheduled Reports: Reports created manually on-demand, allowing you to generate and review a report whenever needed without setting a recurring schedule.

Creating a New Report

To create a new report, follow these steps:

Step 1: Choose Report Source

1. Navigate to the Reports Section: Go to the Digital Hub and select Reports from the left-side menu.
2. Click "Create Report": On the Reports page, click the Create Report button in the top right corner.
3. Select a Source:
   • Create a Blank Report: Start fresh with a clean slate, allowing you to fully customize the report from scratch.
   • Create a Smart Report: Automatically generate a report using data from your connected integrations.
   • Start from a Template: Use a premade template or one of your saved templates as a starting point.
   • Clone an Existing Report: Copy a previously created report to retain the same layout and metrics.

Step 2: Add a Title

After choosing a source, you’ll be prompted to name your report. Enter an informative title that will appear on the report’s cover page. Click Continue when you’re ready to proceed.

Step 3: Design Your Report

In the Design section, you can customize your report’s structure, content, and layout.

1. Add Sections: Click Add Section to start building your report. You can add multiple sections to cover different aspects of your digital performance, such as SEO, social media, and paid ads.
2. Select Integrations: When adding a section, choose the specific integration or data source you want to display, such as Facebook, Google Ads, or Google Analytics. Browse through categories or search to find the specific data you want to include.
3. Customize Each Section: After selecting an integration, you can choose from different types of metrics to display within that section. For example, if you select Facebook, you might choose metrics like engagement, likes, and page followers.

Adding Widgets and Data

On the right side of the Design screen, you’ll find the Add Widgets panel. This allows you to add specific metrics and data points as widgets in each report section:

1. Choose Metrics: Select the metrics that are relevant to your report, such as page views, impressions, or audience demographics for social media sections.
2. Preview the Layout: As you add widgets, you’ll see a live preview of the report layout, making it easy to adjust and ensure the report is visually engaging and clear.
3. Adjust Time Frames: Set the date range for each metric (e.g., last 30 days) to show trends and performance over a specific period.

Viewing and Managing Reports

After creating your reports, you can access and manage them within the Reports section. The Reports interface displays all saved reports, both scheduled and not scheduled, for easy navigation.

Scheduled Reports Tab

In the Scheduled tab, you’ll find all reports that have been set to automatically generate and send on a recurring schedule. You can:

• View Report: Open and view details of each scheduled report.
• Edit Schedule: Modify the frequency or other settings of an existing scheduled report.
• Delete Report: Remove a report if it’s no longer needed.

Not Scheduled Reports Tab

In the Not Scheduled tab, you’ll see all reports created manually without a recurring schedule. You can:

• Generate Report: Run the report again with updated data based on the same parameters.
• Edit Report: Adjust the date range, metrics, or title if you need to update the content.
• Delete Report: Remove the report from the list.

Sharing and Exporting Reports

After designing your report, you can easily share or export it to keep your team and stakeholders informed. In the upper-right corner of the report design screen, you’ll see sharing options:

• Download PDF: Download a PDF version of the report for easy offline viewing, printing, or sharing via email attachments.
• Send Now: Directly email the report to team members or stakeholders. This is useful for immediate sharing without needing to set up a recurring schedule.
• Share Link: Generate a shareable link to the report, allowing others to access it directly online. This is helpful for remote collaboration and real-time review by stakeholders.

These options make it convenient to distribute reports in multiple formats, ensuring that everyone has access to the insights they need.

Best Practices for Using Reports

• Schedule Regular Reports: Set up monthly reports to track long-term trends and make strategic adjustments.
• Customize Your Metrics: Choose only the relevant metrics for each audience to ensure clarity and focus.
• Use Visualizations: Leverage the built-in graphs and charts in reports for quick, digestible insights.
• Archive Older Reports: Regularly review and delete outdated reports to keep the Reports section organized.

Troubleshooting & FAQs

Why is my report not generating?

Ensure that your data sources are connected and authorized in the Integrations section. Reports rely on these connections to pull in the latest data.

Can I modify a scheduled report?

Yes, you can edit the settings, schedule, and metrics of any scheduled report by selecting the report from the Scheduled tab and clicking Edit.

How do I stop receiving a scheduled report?

To stop a report from generating, go to the Scheduled tab, select the report, and choose Delete. This will stop the recurring schedule.

Conclusion

The Reports feature in Digital Hub simplifies the process of tracking, sharing, and analyzing your digital marketing performance. By creating and scheduling reports, you can stay on top of key metrics, keep stakeholders informed, and drive data-driven decision-making within your organization. Whether you need on-demand insights or regular updates, the Reports tool in Digital Hub is a valuable resource for your digital strategy.

For further assistance with Reports, please reach out to our support team or check additional resources within the Help Center.