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This guide shows you how to build customisable reports within Orlo, allowing you to filter the data and visualisations to match your reporting needs for social media performance across all your channels.
Benefits of Utilising Reporting 🙌
Time Efficiency - Generate comprehensive, customisable reports with a single click, eliminating the need to access each native platform.
Data-Driven Decision Making - Leverage performance analytics from your social media channels to guide your strategic decisions regarding your social media strategy.
Tailored Insights - Customise reports to focus on the metrics that matter most to your goals and objectives across your social media channels. This allows you to track progress against your key performance indicators (KPIs).
Things to consider ✅
- To access the Custom Reporting tab, users must have the 'View Analytics' permission enabled. This setting can be turned on in the 'User Permissions' section within the settings area.
The Custom Analytics Reporting area is currently in a testing phase, allowing customers to explore its features. During this period, users will continue to have access to the other Orlo reports.
In this article:
1. How to access Custom Reporting
3. Creating Customisable Reports
How to Access Custom Reporting
1) Navigate to the 'Analytics' dropdown in the top dashboard and select 'Custom Analytics (Beta)'
Using Template Reports
In the Custom Analytics Reporting section, users can utilise pre-designed report templates to help with social media analysis.
1) To view the template reports, click on the report template you would like to use.
At the moment, the only available template is the Marketing Report; however, additional templates for the Campaign and Inbox Reports will be introduced in the next phase of development.
2) The template reports will default to the last 30 days and include all of your accounts that are connected to Orlo, as well as a comparison to the previous period.
To change the reporting timeframes, you can click on the 
icon. You can filter the report in the following ways:
- Date Range
- Social Accounts
- Post Tags
- Comparision Period
- Include/ Exclude deleted posts
Creating Customisable Reports
1) Click on the '+ Create Report' button at the bottom of the report-building page.
2) Select the ➕ button to add your Orlo widgets to include in the report. For a full explanation of each widget, see our report glossaries in the help centre.
3) After selecting your widgets, you can reposition and resize them. To move a widget, click and drag it to the area of the report where you want to add this. To adjust the size of a widget, click on the bottom right corner and drag it to the size you want it to be.
4) To save your report, first name your report in the top left-hand corner ➡️ Select your access levels (either public or private) ➡️ Click 'Save New Report' in the top right-hand corner.
Saving a report as private will limit the report view to your user only; setting this to public will make this shareable across others in your organisation.
Automated Reports
You can set up your custom reports to be automatically emailed on a weekly or monthly basis, sending a PDF version of your report with the selected filters.
1) To automate your report, click on the report in the custom report area ➡️ Select the 
icon and click 'Automate Report'
2) Once you have added your email addresses, the name of the report and the frequency of the report, click on the 'Schedule Report' button.
Edit/ Delete Reports
1) To edit/ delete your report, click on the report in the custom report area ➡️ Select the icon and click 'Delete Report' or 'Edit Report'
When editing a report, you can edit the name, access levels, and add/ delete widgets.
You can automate, edit and delete only your custom reports. Please note that templated reports cannot be automated, edited, or deleted.
Stats to start looking at to evaluate your social media performance 💡
- Engagement Rate - Evaluating the engagement rate helps to identify the overall performance of your posts or account to see if people are actively interacting with your posts. This is more useful than some vanity metrics, such as follower count
- Reach - This shows the unique number of people who have viewed your content, helping to show the impact of your social media communication
- Top Performing Posts - Understand what content is working based on metric types, such as whether people are sharing your content or actively commenting on your posts.
- Sentiment - What are people saying about your content, and does it relate to the message you are trying to portray? Is your content driving a behavioural change?
Top Tip!
Before tracking any metrics, define your social media goals. What are you trying to achieve?
Additional Resources:
