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 organize your data further.

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 the section and click on 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 added to a section will only affect the data shown in that specific section.

Once done, click Save to apply your changes.

[[ic:duplicate]] 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.