Email reports

Set up automatic daily, weekly and monthly email reports

Anastasia Kibets avatar
Written by Anastasia Kibets
Updated over a week ago

What information is available in the reports?

Email reports provide a summary of your monitoring work. These reports help you stay updated on the key changes in metrics and discussion trends, and contain examples of mentions that received the highest engagement over a certain time period.

What types of reports are available?

Daily reports. Contains detail of the results of the previous day.
When you create a report, you can choose:

  • Delivery time (you can choose the exact time of delivery of the report to the mail);

  • Period for which you want to receive the report;

  • Recipients (you can add as many recipients as you need. You can also add colleagues who do not have access to your YouScan account).

Weekly reports. Contain details of the results of the previous week.

When you create a report, you can choose:

  • Delivery day (on what day of the week you want to receive the report);

  • Recipients (you can add as many recipients as you need. You can also add colleagues who do not have access to your YouScan account).

Monthly report

When you create a report, you can choose:

  • Delivery time (you can choose the exact time of the first day of every month for delivery);

  • Recipients (you can add as many recipients as you need. You can also add colleagues who do not have access to your YouScan account).How to customize recurring reports

💡In Weekly and Monthly reports include autogenerated summaries. Insights Copilot gathers data for a week or a month and packs it into a box at the beginning of the report.
Each email has a PDF version, making it even easier to share insights with your colleagues.

☝🏻If the topic has less than 100 mentions in a week, the report will be sent without a summary from Insights Copilot.

How to customize recurring reports

You can сustomize your reports with filters to receive only relevant information. For instance:

  • Request reports focused on mentions with negative sentiment to aid in crisis management

  • If your brand operates in different countries, filter by geolocation to receive separate reports for each local team

  • Create reports for different departments like PR and Marketing based on different sources, such as news and social networks

To customize reports:
1. Go to the «Notifications» section;
2. Click «Create report»;
3. Click «Add filters», select all the filters you need
4. Click «Apply»


How to edit or delete a report?

You can edit reports that have already been created. To do this:

  1. Move the cursor over the report;

  2. Click on the pencil;

  3. Make the necessary changes and click «Apply».

To delete a report, click on the bin.

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