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Add Section To A Report

Report sections can be used to add different pages to a report. It allows you to organize your report into multiple pages, each with its own set of widgets. Sections are useful for grouping related insights, breaking down large reports, or creating dedicated views for specific teams.

How Report Sections Work?

When you create a custom report, a section is added and named after the report itself. You can later rename it or add more sections to further organize your data.

When using report templates, sections are already built in, depending on the template you choose.

For example, the Post Performance report template has the following sections:

  • Overview: High-level summary of your content performance.

  • Top Posts: Highlights the best-performing posts based on engagement.

  • Top Stories: Focuses on top-performing Instagram Stories.

  • By Theme (Tags): Gives the breakdown of your content performance by tags (internal labels).

  • By Author: Displays post performance grouped by team member or content creator.

How To Add A Section To A Report?

You can add as many sections as you need to structure your report effectively.

  1. Go to Reports and open a Report from the Sidebar.

  2. From the section bar, select Section. A new section will be added to the report, named "New Section #n" by default, where n represents the next available number in the sequence. For example, if your report already contains one section and you add a section, its default name will be “New Section #2.”

How To Manage Sections In A Report?

To manage a section, open it and click it. You will get the following options:

Edit section

Selecting Edit section will open the Edit section dialog box. Here you can:

  • Change the icon.

  • Rename the section to something more descriptive or relevant.

  • Add Filters to narrow down the data shown in that section. Filters applied to a section affect only the data shown in that section.

Once done, click Save to apply your changes.

Duplicate section

Choosing Duplicate section creates a copy of the current section, including all widgets and filters.

The new section will appear next to the original and will be labeled with a prefix like "[Cloned]:" followed by the original section name (e.g., [Cloned]: Top Posts).

This is useful when you want to reuse the same layout but change the filters or widgets to show a different perspective.

Delete section

Click Delete section to remove the section from the report. A confirmation prompt will appear, warning you that this action cannot be undone.

To proceed, click Delete. If you change your mind, click Cancel to return without deleting.

Note: Every report must have at least one section. Therefore, you won’t be able to delete the last remaining section in a report.

Rearranging Sections

To rearrange sections:

  1. Click and hold the section you want to move.

  2. Drag it to the desired position and release.

The new order is saved automatically.

Section Filter Types

Adding filters allows you to filter your section view based on various options, creating a more personalized section.

The steps are as follows:

  1. Double-click the section you want to edit.

  2. You will see an option to Edit Section , select it.

  3. The editing screen will appear, so click Add Filter.

  4. You will be presented with multiple filter options, so set as many filters as you need.

  5. Once you have finished entering the information, click Save .

Below are all the types of filters, but the filters displayed may vary depending on the widget and network.

  • tag

  • Data Source

  • network

  • Post Types

  • Conversation Type

  • Executor

  • UTM Campaign

  • UTM Source

  • UTM Medium

  • UTM Content

  • UTM Term

  • Post likes

  • Number of comments posted

  • Post shares

  • Post clicks

  • Post impressions

  • Post reach

  • Number of views of posted videos

  • Number of saved posts

  • Post replies

  • Number of reposts

  • Post citation count

  • Post Follow Count

  • Number of views of posted videos

  • Total Interactions

  • Total profile activity

  • Bio link clicks

  • Call Clicks

  • Directions clicks

  • Email clicks

  • Other clicks

  • Text clicks

  • Time Zone

  • day of week

  • month

  • quarter

  • Message Type

  • Language used

  • sentiment

  • hidden

  • Deleted

  • Brand Message

  • Star Rating

  • Brand Keywords

  • End time (seconds)

  • End time calendar (seconds)

  • Initial reply

  • Response time (seconds)

  • Response Time Calendar (seconds)

  • Engage Inbox

  • Stories impressions

  • Stories reach

  • Number of automatically sent stories

  • Number of taps to next story

  • Number of taps to return to Stories

  • Number of people leaving Stories

  • Stories back swipes

  • Stories swipes down

  • Stories Next Swipe Count

  • Stories swipes up

  • Number of stories shared

  • Number of replies to stories

  • Stories completion rate

  • Stories profile visits

  • Total Stories Interactions

  • Total Stories profile activity

  • Story bio link clicks

  • Stories call clicks

  • Stories Directions Clicks

  • Stories email clicks

  • Stories and other clicks

  • Story text clicks

You can also filter by any relevant custom data attributes you have created . If applicable, you can select the data attribute from the dropdown.