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Reports

Generate, customize, and export branded reports that summarize your performance across platforms and time periods.

What Reports is for

A report turns your analytics data into a shareable, branded PDF. Use it to:

  • Share with clients — white-label reports with their branding, not yours
  • Document performance — monthly snapshots for historical comparison
  • Present to stakeholders — polished, full-color PDF with charts and insights
  • Prove ROI — quantify the results of your content strategy

Each report is scoped to a workspace and time period, then customized with workspace branding before download.

Before you start

  • Connect at least one social account so you have analytics to report on (Workspace Settings → Social Connections).
  • Wait at least a few days of activity so the report has meaningful data.
  • (Optional) Customize your workspace branding — the report uses your logo, colors, and name (Workspace Settings → General).

Step 1 — Open Reports

  1. In the left sidebar, click 📊 Reports (under Insights or Analytics section, or from the main menu).
  2. The Reports dashboard shows existing reports and a Generate report button.

Step 2 — Configure the report

  1. Click Generate report.
  2. A form opens with these options:
    • Report title — defaults to workspace name, but customize for the recipient (e.g. "September Content Performance").
    • Date range — pick Last 7 days, Last 30 days, Last 90 days, or a Custom range.
    • Platform filter — include all connected accounts or select specific platforms.
    • Data sections — toggle on/off: Summary metrics, Top posts, Platform breakdowns, Audience insights, Recommendations.
    • Recipient — name and email (optional; used for internal notes, not embedded in the PDF).

Step 3 — Customize branding

  1. Below the form, the Branding card shows your workspace logo and colors.
  2. Click Edit branding to override for this report:
    • Upload a custom logo (PNG, JPG, SVG)
    • Pick accent colors (for charts, headers)
    • Add a footer text (e.g. agency name, disclaimer, contact info)
  3. Preview updates instantly in the thumbnail.

White-label tip: if generating for a client, toggle Client-view mode so the report displays their branding instead of your workspace branding.

Step 4 — Generate and download

  1. Click Generate report.
  2. Aidelly compiles the PDF in the background (usually 30–60 seconds for a month of data).
  3. The report appears in the list with a Download button.
  4. Click Download to save the PDF locally.

Async processing: large datasets or many platforms may take a few minutes. A notification appears when the report is ready.

Step 5 — Access and share

  1. Generated reports stay in your Reports list for 90 days.
  2. Click Download anytime to retrieve the PDF.
  3. Click Copy link to generate a shareable, password-protected link (optional; expires in 7 days by default).
  4. Click Delete to remove a report immediately (cannot be undone).

Live report links

Instead of sharing static PDF snapshots, you can create a live, always-current report link that clients can access anytime.

What is a live report link?

A live report link is a shareable URL (/r/[token]) that displays your latest analytics data in real time. Unlike a PDF export (which captures a moment in time), a live link always shows today's numbers. Perfect for clients who need to track performance on an ongoing basis without asking for weekly updates.

Create a live report link

  1. Open Reports and click the report you want to share.
  2. Click Create live link (or a similar button in the share options).
  3. Aidelly generates a unique public URL and copies it to your clipboard.
  4. Share the URL with your client via email, Slack, or embed it in a portal.
  5. The client visits the link and sees live data — no login required, no account needed.

What clients see

  • Live dashboard — their post performance (impressions, engagement, follower growth) across all connected platforms.
  • Always current — data refreshes automatically as new posts publish and analytics come in.
  • White-labeled — the report displays your workspace branding (logo, colors, name), not Aidelly's.
  • Read-only — clients see metrics only; they cannot edit posts, access other workspaces, or change settings.

Revoke a live report link

Once shared, a live link stays active until you revoke it.

  1. Open the report and click Manage links (or similar).
  2. Find the link you want to revoke.
  3. Click Revoke.
  4. The link immediately becomes invalid. Clients who try to visit will see an "unavailable" page.

Scheduling recurring reports

(If available in your plan) Set up a recurring report:

  1. Click Schedule report.
  2. Pick a frequency (Weekly, Monthly, Quarterly).
  3. Choose platforms and date range (always rolling — "last 30 days").
  4. Aidelly auto-generates and emails the PDF on your selected day.

Common pitfalls

  • The report looks empty. Not enough data for the selected date range — try expanding the range or waiting a few more days.
  • A platform's numbers don't match my dashboard. Aidelly's API data may differ slightly from the platform's own reporting (timing, dedup logic). The trends will align.
  • The PDF download failed. Try again — temporary backend glitches happen. If it keeps failing, check your workspace timezone (Reports timezone-align to it).
  • Client-view mode shows my logo. White-label mode requires your workspace to have white-label enabled (Account → White label). Admins-only.

What to do next

  • Export the PDF to email to clients or stakeholders
  • Schedule recurring reports if your plan supports it
  • Drill into specific platforms in Analytics to understand the underlying data
  • Use report data to inform your next content strategy with Competitor Spy

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