Working with clients
Share an analytics report
On the web
Share report on Analytics turns a date range and the channels you pick into a page a client or a brand opens without an account: followers, reach, engagement rate and the top posts, in total and per channel. It is for the monthly recap and the “how did the campaign do” email, without screenshots.
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
share-report-dialog.png
- 1On Analytics, choose Share reportAt the top right, beside the 7d, 30d and 90d switch. The reports already shared from this workspace are listed first, so you can copy one instead of making a second.
- 2Pick the daysLast 7, 30 or 90 days, this month so far, last month, or Pick the days for any range up to a year. A range that runs past today stops at today.
- 3Pick the channelsEvery channel on the switcher is ticked to start with. Untick the ones this reader should not see.
- 4Name it, and add a line if you likeLeft blank, a whole month is called by its name (“August 2026 report”) and any other range by its dates.
- 5Make report and copy linkThe numbers are worked out there and then, and the link is on your clipboard.
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
analytics-report.png
What is on it
| Part | What it shows |
|---|---|
| Followers | Every picked channel’s followers at the end of the range, added up, and the change across it. A line day by day when there are readings to draw |
| Reach | Accounts reached by the posts published in the range, where the platform shares reach |
| Engagement rate | Every like, comment, share and save on those posts divided by their views. The sentence that says so is printed on the report |
| Posts | How many went out in the range, and their views between them |
| Top posts | The six with the most views across every channel, each with its picture, caption, date and numbers, linking to the live post |
| Each channel | Its own followers, posts, views, reach and engagement, its follower line and its five top posts |
Saving it as a PDF
Print or save as PDF at the top of the report opens the browser’s print dialog; choose Save as PDF there. The report is set for paper on its own: the four figures two by two, charts sized to the sheet, no card, chart or post cut across a page, white whatever the screen was set to, and a footer on every sheet with who it is from, the report’s name and the site it lives on. The browser prints no date, tab title or page count over it, so the PDF is ready to drop into a deck.
Links, expiry and turning one off
| Setting | What it does |
|---|---|
| Stops working | In a week, in 30 or 90 days, or never. A report that runs out tells the reader so, with your name, instead of a blank page |
| Opened | How many times the report was opened and when last, beside each link, so you know whether the brand has looked. The card a link shows when you paste it into iMessage, Slack or X (the title, the range, who sent it and the totals) is not counted as an open |
| Turn off | Stops the link at once, for everyone who has it |
Numbers are what each platform shares through its API, read every night. A metric a platform keeps to itself is a dash on the report, never a zero; the table of what each platform shares is on the Analytics page. Days are counted in UTC.