Custom Reports

Create tailored analytics reports that showcase the metrics and insights that matter most to you and your stakeholders.

What are Custom Reports?

Overview

Custom Reports allow you to:

• Choose Your Metrics: Select specific data points to include
• Brand Your Reports: Add logos, colors, and company branding
• Schedule Delivery: Automate report generation and distribution
• Multiple Formats: Export as PDF, Excel, PowerPoint, or CSV
• White-Label Options: Remove FameLifter branding (Enterprise)

Why Use Custom Reports?

• Client Presentations: Professional reports for clients
• Executive Summaries: High-level insights for stakeholders
• Detailed Analysis: In-depth data for team review
• Automated Tracking: Set-and-forget reporting
• Brand Consistency: Match your company style

Report Builder

Getting Started

#### Access Report Builder

• Navigate to Reports: Click "Custom Reports" in dashboard
• Create New: Click "New Custom Report" button
• Choose Template: Start from scratch or use template
• Configure Settings: Set up report parameters
• Preview & Export: Review and download

#### Report Templates

Pre-built templates for common needs:

• Weekly Summary: Week-over-week performance
• Monthly Report: Comprehensive monthly overview
• Competitor Analysis: Multi-channel comparison
• Growth Tracking: Subscriber and view trends
• Content Performance: Video-level analytics
• Executive Dashboard: High-level KPIs

Building Your Report

#### Step 1: General Settings

Configure basics:

• Report Name: Descriptive title
• Report Period: Date range (last 7/30/90 days, custom)
• Channels: Which channels to include
• Language: Report language
• Time Zone: For accurate timestamps

#### Step 2: Select Metrics

Choose data to include:

• Channel Metrics: Subscribers, views, video count
• Engagement: Likes, comments, shares, engagement rate
• Growth: Subscriber growth, view growth percentages
• Content: Upload frequency, video performance
• Audience: Demographics, geography, device types
• Trends: Trending videos, viral content

#### Step 3: Visualizations

Add charts and graphs:

• Line Charts: Trends over time
• Bar Charts: Metric comparisons
• Pie Charts: Distribution breakdowns
• Tables: Detailed data tables
• Scorecards: KPI highlights
• Heat Maps: Performance intensity

#### Step 4: Layout

Organize report structure:

• Cover Page: Title, date, logo
• Table of Contents: Auto-generated index
• Executive Summary: Key findings
• Detailed Sections: Organized metrics
• Appendix: Methodology, notes

Customization Options

Branding

#### Visual Identity

Personalize appearance:

• Logo Upload: Add company logo (header/footer)
• Color Scheme: Choose brand colors
• Fonts: Select typography
• Watermark: Background branding
• White-Label: Remove FameLifter branding (Enterprise)

#### Professional Touch

• Custom Headers: Company name and info
• Footers: Contact details, disclaimers
• Page Numbers: Automatic numbering
• Cover Design: Professional first impression

Data Presentation

#### Formatting Options

• Number Formatting: Thousands separators, decimals
• Date Formats: US, EU, or custom formats
• Currency: Display monetary values correctly
• Percentages: Growth rates and proportions
• Abbreviations: K, M, B for large numbers

#### Data Comparison

• Period Comparison: Week-over-week, month-over-month
• Benchmark Comparison: vs. industry average
• Goal Tracking: Actual vs. target performance
• Historical Trends: Long-term performance tracking

Export Formats

PDF Reports

#### Professional Documents

• Print-Ready: High-quality PDF output
• Interactive: Clickable table of contents
• Secure: Password protection option
• Compressed: Optimized file size
• Bookmarks: Easy navigation

Use cases:

• Client presentations
• Email distribution
• Print copies
• Archival storage

Excel Spreadsheets

#### Data Analysis

• Multiple Sheets: Organized data tabs
• Formulas: Pre-calculated metrics
• Pivot Tables: Interactive analysis
• Charts: Embedded visualizations
• Raw Data: Full dataset access

Use cases:

• Further data analysis
• Custom calculations
• Data manipulation
• Integration with other tools

PowerPoint Presentations

#### Presentation Decks

• Slide Format: Ready-to-present
• Editable: Modify slides as needed
• Charts: Copyable visualizations
• Speaker Notes: Presentation guidance
• Templates: Branded slide master

Use cases:

• Board meetings
• Team presentations
• Client pitches
• Workshops and training

CSV Data

#### Raw Data Export

• Comma-Separated: Universal format
• All Metrics: Complete dataset
• Custom Delimiters: Semicolon, tab options
• UTF-8 Encoding: International character support
• Bulk Export: Multiple reports at once

Use cases:

• Database import
• API integration
• Custom analysis tools
• Data warehousing

Automation & Scheduling

Scheduled Reports

#### Set Up Recurring Reports

• Create Report: Build your custom report
• Save Template: Save configuration
• Schedule: Set recurrence (daily/weekly/monthly)
• Recipients: Add email addresses
• Activate: Turn on automation

#### Schedule Options

• Frequency: Daily, weekly, monthly, quarterly
• Day of Week: Choose specific days
• Time: Set delivery time
• Time Zone: Recipient's time zone
• Duration: Start and end dates

Email Distribution

#### Automatic Delivery

Configure distribution:

• Recipient List: Multiple email addresses
• Email Subject: Customizable subject line
• Message: Optional email body text
• Attachments: Report files attached
• Links: Secure download links option

#### Notification Settings

• Success Confirmation: Delivery notifications
• Failure Alerts: Error notifications
• Preview: Sample report before scheduling
• Pause/Resume: Temporarily disable

Advanced Features

Dynamic Reports

#### Variable Data

Reports that update automatically:

• Real-Time Data: Latest metrics always
• Date Variables: "Last 30 days" auto-updates
• Conditional Formatting: Highlights based on thresholds
• Auto-Refresh: Data updates on access
• Version Control: Track report changes

Multi-Channel Reports

#### Consolidated Analytics

Combine multiple channels:

• Portfolio View: All channels in one report
• Comparison Mode: Side-by-side analysis
• Aggregated Metrics: Combined totals
• Individual Sections: Per-channel breakdown
• Summary Statistics: Overall performance

Data Annotations

#### Add Context

Enhance reports with:

• Notes: Explain anomalies or events
• Highlights: Draw attention to key findings
• Recommendations: Actionable insights
• Milestones: Mark significant achievements
• Campaigns: Tag marketing activities

Collaboration

Team Sharing

#### Share Reports

• Internal Sharing: Share with team members
• External Links: Secure client access
• Permission Levels: View, edit, or admin
• Expiration: Time-limited access
• Password Protection: Additional security

Comments & Feedback

#### Collaborative Review

• In-Report Comments: Discuss specific sections
• @Mentions: Tag team members
• Approval Workflow: Review and approve
• Version History: Track changes
• Export Comments: Include feedback in report

Use Cases

Client Reporting

#### Agency Workflow

• Create Client Template: Branded report template
• Add Client Data: Import client channel
• Generate Report: Auto-populate with latest data
• Review & Annotate: Add insights and recommendations
• Deliver: Email or client portal access

Executive Dashboards

#### Leadership Reports

• KPI Focus: High-level metrics only
• Visual Heavy: Charts over tables
• Trend Analysis: Performance trajectories
• Concise Insights: Brief, actionable summary
• Monthly Cadence: Regular updates

Performance Tracking

#### Internal Analytics

• Detailed Metrics: All available data
• Team Distribution: Share with content team
• Weekly Review: Regular performance check-ins
• Goal Monitoring: Track against targets
• Strategy Adjustment: Inform content decisions

Best Practices

Report Design

#### Effective Reports

• Clear Purpose: Know your audience and goal
• Focused Metrics: Don't overwhelm with data
• Visual Balance: Mix charts and tables
• Consistent Style: Maintain design consistency
• Actionable Insights: Always include takeaways

Data Accuracy

#### Ensure Quality

• Verify Data: Check metrics before sharing
• Update Frequency: Match data freshness to needs
• Source Attribution: Credit data sources
• Disclaimer: Note limitations or caveats
• Version Control: Date all reports

Automation Tips

#### Maximize Efficiency

• Template Reuse: Don't rebuild from scratch
• Standard Schedules: Consistent delivery times
• Test First: Preview before automating
• Monitor Delivery: Check success rates
• Update Regularly: Refresh templates as needs change

Troubleshooting

Common Issues

Report Generation Fails

• Check data availability for selected period
• Verify channel access permissions
• Reduce report complexity (fewer metrics)
• Try different export format

Missing Data

• Ensure channels have data for period
• Check if metrics are available for channel type
• Verify API connections are active
• Refresh data and try again

Formatting Problems

• Preview report before exporting
• Check browser/software compatibility
• Try alternative export format
• Contact support for custom needs

Getting Help

Resources

• Video Tutorials: Step-by-step guides
• Template Library: Pre-built report templates
• Best Practices: Report design tips
• Case Studies: Example use cases

Support

• Knowledge Base: Comprehensive documentation
• Live Chat: Real-time assistance
• Email Support: [email protected]
• Custom Solutions: Enterprise consulting

Ready to create professional analytics reports? Access the Report Builder or explore templates.