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Schedule PDF Reports

Schedule PDF Reports

Schedule PDF emails your analytics report automatically every week or month, so clients and teammates get fresh insights without you exporting anything. Set up a schedule from the Export menu on an analytics page, such as the Overview, or from the Schedule Reports page in the Analytics sidebar. Each scheduled email covers the previous week or month, and you can send it to up to 25 email addresses.

How to Access Schedule PDF

1
Click Analytics in the left navigation bar.
2
Open the analytics page you want to report on. This guide uses Overview under Social Analytics.
3
Click Export in the top-right corner and select Schedule PDF.
Analytics Overview page with the Export menu open; Overview in the sidebar, the Export button and the Schedule PDF option are highlighted

Schedule PDF is also in the Export menu on the platform pages, such as Facebook or Instagram, and on Meta Ads and Campaign & Label. On Campaign & Label, select at least one campaign or label first.

Scheduling a Report from an Analytics Page

The Schedule PDF as Email window opens with the accounts from the page already selected. Fill in the details and schedule the report:

1
Export Name: ContentStudio suggests a name made up of your workspace, the page and the schedule, such as Overview · Weekly · Every Monday. Keep it or enter your own.
2
Report Language: choose the language of the report.
3
Report Type: choose how the PDF is put together. See Report Options below for what each type includes.
4
Social Accounts: add or remove accounts.
5
Sections to include: choose which sections of the page appear in the report.
6
Schedule Frequency: choose Weekly and a day of the week, or Monthly and a day of the month. The summary below the fields confirms when the report will be sent.
7
Optionally, select Save as my default for future reports so the same day is filled in the next time you schedule a report.
8
Email To: enter the addresses that should receive the report, separated by commas. You can add up to 25 email addresses. Select Send a copy to myself to receive it too.
9
Click Schedule.
Schedule PDF as Email dialog opened from the Overview page with a weekly Monday schedule and two email addresses; the Schedule Frequency settings and the Schedule button are highlighted

Your report is added to the Schedule Reports page, and ContentStudio emails it on the day you chose.

Scheduling a Report from Schedule Reports

You can also set up a schedule from the Schedule Reports page without opening an analytics page first.

1
In the Analytics sidebar, under Manage Reports, click Schedule Reports.
2
Click + Schedule a new report in the top-right corner.
Scheduled Reports page in Analytics; Schedule Reports under Manage Reports in the sidebar and the Schedule a new report button are highlighted
3
Choose what the report covers and click Continue. You can pick one source per report: Overview or a single platform under Social Analytics, Meta Ads or Google Ads under Ad Analytics, or Campaign & Label under Performance Analytics. A source is greyed out when there is nothing to report on yet, for example when no account of that type is connected.
Schedule PDF as Email source picker listing Social Analytics, Ad Analytics and Performance Analytics sources; Overview is selected and the Continue button is highlighted
4
Fill in the report details, schedule frequency and email addresses as described above. For Campaign & Label, choose the Campaigns and Labels to include instead of a report type.
5
Click Schedule. To pick a different source, click Back.

Schedule Frequency

How often reports are sent
  • Weekly: choose a day of the week. On that day, you'll receive a report of the previous week.
  • Monthly: choose a day from the 1st to the 28th. On that day, you'll receive a report of the previous month.
  • Save as my default for future reports: the next time you schedule a report, the same day is filled in for you. You can change it any time.
Schedule Frequency set to Monthly on the 2nd of every month, with the summary of when the report is sent and the Save as my default for future reports option

Report Options

Report Language

Reports can be generated in English, French, German, Italian, Spanish, Polish, Swedish, Czech, Chinese and Greek.

Report Type

Choose how your PDF is put together:

  • Grouped overview report (single PDF): combined insights for all selected accounts in one PDF with an overview layout.
  • Individual overview reports (single PDF): an overview report for each account, one after the other in a single PDF.
  • Individual overview reports (separate PDFs): an overview report for each account, each in its own PDF.
  • Detailed insights report (single PDF): detailed insights for each account, one after the other in a single PDF.
  • Detailed insights reports (separate PDFs): detailed insights for each account, each in its own PDF.

The overview report types are available for Overview reports. Platform and Meta Ads reports use the two detailed insights types.

Sections to Include

Pick the sections that appear in your report. Use Select all to include everything, or search for a section.

  • Overview reports: Overview cards, Engagement vs publishing behaviour, Platforms engagement breakdown, Performance comparison, Top posts and Account insights.
  • Platform reports list the sections of that platform's analytics, such as Audience Growth, Top Posts or AI Insights.
  • Campaign & Label reports: Overview cards, Daily Post Impressions Trend, Daily Post Engagements Trend, Post Breakdown, Top posts per platform and Top posts by engagement.
  • Detailed insights reports scheduled from the Overview always include every section. To choose specific sections, schedule the report from that platform's analytics page or pick the platform as the source on Schedule Reports.

Managing Scheduled Reports

All your scheduled reports are listed on the Schedule Reports page, with their accounts, schedule, report language and creation date.

Scheduled Reports list with report name, accounts, schedule, report language and creation date; the Schedule filter, the search box and the edit and delete icons are highlighted
What you can do on Schedule Reports
  • Filter: use Schedule to show all, weekly or monthly reports.
  • Search: find a scheduled report by its name or an account name.
  • Edit: click the pencil icon to open the report's settings, make your changes and click Schedule to save them.
  • Delete: click the trash icon and confirm to stop sending the report.

Good to Know

Tips
  • Each weekly email covers the previous week, and each monthly email covers the previous month.
  • You can send a scheduled report to up to 25 email addresses.
  • The company logo and name you add under Analytics → Manage Reports → Reports Settings are applied to your reports.
  • Need a one-off report instead? Use Export PDF to download it or Email PDF to send it right away.

FAQs

How often can I receive scheduled reports?
Weekly or monthly. For weekly reports, choose the day of the week. For monthly reports, choose a day from the 1st to the 28th.

Which period does a scheduled report cover?
A weekly report covers the previous week, and a monthly report covers the previous month.

How many email addresses can I add?
Up to 25 per scheduled report. Separate the addresses with commas.

Why can't I choose the 29th, 30th or 31st?
Monthly reports can be sent on any day from the 1st to the 28th, so they go out every month, including February.

How do I change a scheduled report?
Go to Analytics → Manage Reports → Schedule Reports, click the pencil icon next to the report, update the settings and click Schedule.

How do I stop a scheduled report?
Delete it from the Schedule Reports page by clicking the trash icon next to the report and confirming.

Can I schedule competitor reports?
Competitor reports aren't available as a source for scheduled reports. You can still export them as PDFs from the competitor report or from Download Reports.

Which languages are available?
English, French, German, Italian, Spanish, Polish, Swedish, Czech, Chinese and Greek.

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