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App Guides

Reports

Generate, customize, and export branded reports that summarize your performance across platforms and time periods.

What Reports is for

A report turns your analytics data into a shareable, branded PDF. Use it to:

  • Share with clients — white-label reports with their branding, not yours
  • Document performance — monthly snapshots for historical comparison
  • Present to stakeholders — polished, full-color PDF with charts and insights
  • Prove ROI — quantify the results of your content strategy

Each report is scoped to a workspace and time period, then customized with workspace branding before download.

Before you start

  • Connect at least one social account so you have analytics to report on (Workspace Settings → Social Connections).
  • Wait at least a few days of activity so the report has meaningful data.
  • (Optional) Customize your workspace branding — the report uses your logo, colors, and name (Workspace Settings → General).

Step 1 — Open Reports

  1. In the left sidebar, click 📊 Reports (under Insights or Analytics section, or from the main menu).
  2. The Reports dashboard shows existing reports and a Generate report button.

Step 2 — Configure the report

  1. Click Generate report.
  2. A form opens with these options:
    • Report title — defaults to workspace name, but customize for the recipient (e.g. "September Content Performance").
    • Date range — pick Last 7 days, Last 30 days, Last 90 days, or a Custom range.
    • Platform filter — include all connected accounts or select specific platforms.
    • Data sections — toggle on/off: Summary metrics, Top posts, Platform breakdowns, Audience insights, Recommendations.
    • Recipient — name and email (optional; used for internal notes, not embedded in the PDF).

Step 3 — Customize branding

  1. Below the form, the Branding card shows your workspace logo and colors.
  2. Click Edit branding to override for this report:
    • Upload a custom logo (PNG, JPG, SVG)
    • Pick accent colors (for charts, headers)
    • Add a footer text (e.g. agency name, disclaimer, contact info)
  3. Preview updates instantly in the thumbnail.

White-label tip: if generating for a client, toggle Client-view mode so the report displays their branding instead of your workspace branding.

Step 4 — Generate and download

  1. Click Generate report.
  2. Aidelly compiles the PDF in the background (usually 30–60 seconds for a month of data).
  3. The report appears in the list with a Download button.
  4. Click Download to save the PDF locally.

Async processing: large datasets or many platforms may take a few minutes. A notification appears when the report is ready.

Step 5 — Access and share

  1. Generated reports stay in your Reports list for 90 days.
  2. Click Download anytime to retrieve the PDF.
  3. Click Copy link to generate a shareable, password-protected link (optional; expires in 7 days by default).
  4. Click Delete to remove a report immediately (cannot be undone).

Scheduling recurring reports

(If available in your plan) Set up a recurring report:

  1. Click Schedule report.
  2. Pick a frequency (Weekly, Monthly, Quarterly).
  3. Choose platforms and date range (always rolling — "last 30 days").
  4. Aidelly auto-generates and emails the PDF on your selected day.

Common pitfalls

  • The report looks empty. Not enough data for the selected date range — try expanding the range or waiting a few more days.
  • A platform's numbers don't match my dashboard. Aidelly's API data may differ slightly from the platform's own reporting (timing, dedup logic). The trends will align.
  • The PDF download failed. Try again — temporary backend glitches happen. If it keeps failing, check your workspace timezone (Reports timezone-align to it).
  • Client-view mode shows my logo. White-label mode requires your workspace to have white-label enabled (Account → White label). Admins-only.

What to do next

  • Export the PDF to email to clients or stakeholders
  • Schedule recurring reports if your plan supports it
  • Drill into specific platforms in Analytics to understand the underlying data
  • Use report data to inform your next content strategy with Competitor Spy

Analytics

See what's actually working across your connected accounts — by platform, by post, over time — and turn the patterns into your next content plan.

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