Maybe* offers a number of modules that can be used to build custom reports to help you assemble your social analytics in the reporting & comments dashboard.
Custom reports are equipped with the capability to aggregate data from multiple social platforms simultaneously. Furthermore, custom reports often come with additional modules that enhance their functionality, allowing users to tailor their reporting to specific needs. For example, when creating a Facebook report, you can add the comments posted or post-share modules and many others.
These additional modules can include advanced analytics, making it easier to extract valuable insights and track key performance indicators across different areas. Additional modules provide a competitive advantage in achieving organisational goals.
There are two ways you can build a custom report. Depending on your needs, you can either
1) use the Report Builder to create a custom report from scratch
2) save a copy of a Quick Report and use that as a jumping-off point to add your customisations.
Example custom report
Start from scratch with the Report Builder
From the 'Reports' section of the dashboard, click on the Report Builder option. This will create a blank report for you to assemble module by module.
Give your report a name. This is a name that will only be used for reference within Maybe*
Give your report a title. This will be displayed on the report and be included on the cover page.
Click the Select Layout button. Choose the layout for your report. We recommend that you use the 1-column layout. Click the Create Report button.
You will then be presented with the 'Add modules' dialogue box, where you can choose the modules you want to include in your report.
You can find your new report in the 'My Reports' section of the 'Reports Hub'.
Get a jump start with a copy of a Quick Report
The Engagement, Facebook, Instagram, and other reports shown in the top section of the 'Reports Hub' are the Quick Reports.
Choose the Quick Report closest to what you want for your custom report, in this example, the Facebook Page Quick Report, and then click on the Save button in the top right corner.
Note: If more than one social profile is used when saving the copy of the Quick Report and you want to edit individual modules later (add or remove a profile), you must create the module from scratch and delete the existing module.
Give your new report a name, then click the OK button.
You will be taken to the report builder screen to add and remove modules to create your custom report.
You may want to begin by removing any modules that you do not want to be included in your custom report. To do so, click the gear icon at the top right corner of the section and select Remove.
You can find your new report in the My Reports section of the Reports Hub.
Customising your report
There are a wide variety of options to choose from to customise your report. Not only can you add modules of data and analytics from your social profiles and campaigns, but you can also add subheadings, text, and images to your report to make it easier to understand for your clients. You can change the title of each section to use wording that works best for you. There is no limit to the number of modules that can be included in your report.
Note: Changes made to your custom report are saved as you work. No save button needs to be clicked.
Creating a cover page for your custom report
A cover page can automatically be added to your report that includes your name, business name, email address, phone number, and other contact information.
You can change what information appears on your cover page if you so choose. A rich text editor allows you to get creative if you'd like.
You can also upload a logo that will be included at the top of the custom report.
Note: The cover page module will appear at the top of your report and cannot be moved. You can, however, choose to hide it.
Add a module to your report
Click the Add Module button and then choose from the options available.
You can browse the tabs in the dialogue box or search for something in particular. When you have found the desired module, add it to your report by clicking the plus (+) icon at the right. You can then drag and drop it to move it where you would like if needed.
Change the title of a module
Click anywhere on the title to select the text and type in what you want.
Add a subheading to your report
Click on the Add Module button, search for "subheading" or “text”, and then select Subheading from the results.
In the report builder, a subheading will appear like this:
In the report, a subheading will appear like this:
Add a text box to your report
Click on the Add Module button, search for “text”, and then select Text Area from the results. Text areas can be useful for adding notes around the data being presented in the report.
Note: Only the text will appear in the report; the title only appears in the report builder editing screen.
In the report builder, a text area will appear like this:
In the report, a text area will appear like this:
Sharing your custom report
There are several ways you can share your custom report.
Share You can share it with other users within Maybe*. It will then appear on their “My Reports” list. The top right corner will have the initials of the dashboard that shared this report.
Print You can print the report, including saving it as a PDF.
Send You can send the report by email, either a one-time email or set up a recurring email with updated data.
URL You can preview the report in your browser and share a link that allows others to do the same.
Deleting a custom report
There is a maximum number of custom reports you can set up based on your plan. If you've reached the limit based on your plan and no longer need one or more custom reports you set up previously, you can delete the report under the 'My reports' area, as shown below.
Alternatively, you can also select to delete a report when viewing it.
You may also need to delete custom reports when looking to downgrade as the plan you're downgrading to may provide a lower number of custom reports than your current plan or will not have access to this feature at all, so all custom reports would need to be deleted before you downgrade.
Note: The ability to select the current date when choosing a date range for the report will not be available. Excluding the present day ensures you have complete data for the selected date range.