Follow these steps to create a new scheduled report:
Click on the "+ New Report" button.
Step 1: Report Information
Enter the "Report Name."
Select the product: "Social Listening" or "Omnichannel"
Click "Next."
Step 2: Report Settings
If you selected "Social Listening":Choose the monitor type (Keywords, Public Accounts, or Managed Accounts).
For Keyword Monitor: Select the report type ("Monitor Reports" or "Newsletter Reports").
For Public Account Monitor: Choose the data source (X Platform, Facebook, or Instagram) and the relevant monitor.
Note: You can select only one monitor as the data source.
For Managed Account Monitor: Choose the data source (X Platform, Facebook, or Instagram) and the relevant monitor.
Note: You can select only one monitor as the data source.
Click "Next."
If you selected "Omni Channels":
Choose the channel type (Social Media, Chats, Email, Reviews, or Calls).
For Social Media Channels: Select the channel, the included data, and the account.
Note: You can select multiple accounts.
For Other Channels: Select the channel and the account.
Note: You can select multiple accounts.
Click "Next."
Step 3: Report Delivery
Delivery Requirements: Enter the recipient's email and select the report language (Arabic or English).
Scheduling: Choose how often you want to receive the report (daily, weekly, monthly), then set the start date and time.
Report Branding:
Choose between the default branding (Lucidya’s brand colors) or your custom brand colors.
Note: If using custom brand colors, set them up beforehand in the "Company Information" section under settings.
Lucy in Reports: Enable this feature to receive a summarized analysis of key insights in your report, along with valuable recommendations to enhance decision-making.
Click "Create Report."
Scheduled reports enhance efficiency by providing timely, accurate information for informed decision-making. Make scheduled reports a key part of your strategy to achieve your business goals with the highest quality standards.