Social Media Reporting Doesn’t Need To Be A Daunting Task

Frustrated

Jenny Force Jenny Force, VP of Marketing

Being involved in social media marketing is a fun job. You get to come up with creative ways to engage your audience, speak to people from all corners of the world and help make your company look awesome to the rest of the world. But then it always comes to that one task that you dread… actually reporting on your social media activities.

Social media reporting doesn’t need a daunting task though. There are many tools that can help make the process a lot less painless, and Sysomos Heartbeat is one of those.

Set Up Specific Dashboards For Your Reports

One of the best features of our all new Sysomos Heartbeat is that we give you ability to truly customize your dashboards. With a customized dashboard you can have all of your important and need-to-know information at your fingertips anytime you need them all in one place. Another feature that makes customizable dashboards great is that as your plans and goals change for your social media activities, you can continuously change, rearrange and update your personal dashboard. You can even set up more than one dashboard to track different types of goals on their own.

If you want to customize your own dashboard, it’s really quite simple. Once you have your tags and filters* set in Sysomos Heartbeat to see the information you’re most interested in, find the widget that interests you. Let’s say for this example it’s the Activity Summary chart.

Now, notice in the upper right corner of the widget the widget settings icon? This is going to be important.

Sysomos Heartbeat - Activity Summary Widget

Selecting the widget settings icon will give you a drop down menu where you can select Add To Dashboard. Click that.

Sysomos Heartbeat - Widget Settings

Next, you’ll be given a drop down menu allowing you to select which already created dashboard you’d like to add that widget to. If you don’t already have a customized dashboard setup, you’ll be given the option to create a new one.

Sysomos Heartbeat - Select your Dashboard

Now, you can repeat this process until every piece of information you need to see is combined into your ultimate reporting dashboard. Any widget that you find inside the Monitor section of Sysomos Heartbeat can be added to a dashboard, which gives you endless possibilities for dashboards.

Sysomos Heartbeat - Executive Overview Sample Dashboard

 

Get Your Dashboards Sent Right To Your Inbox

Now that you have your perfect dashboard setup, it’s time to use it for easy reporting.

Additionally, the all-new Sysomos Heartbeat gives you the ability to subscribe to any and all of your dashboards. Subscribing to a dashboard will bring all the information that you just deemed as important to your reporting sent directly to your inbox… or even your boss’s inbox.

To subscribe to a dashboard simply head to the dashboard you want and in the upper right corner you should see a “Subscribe” button. Clicking that button will then give you a form where you can specify the email you want the dashboard sent to, what you’d like the subject of the email to say and how frequently you’d like it delivered, daily or weekly.

Sysomos Heartbeat - Subscribe To Your Dashboard
And that’s it!

You can now have your reports sent directly to you when you need them with no hassle whatsoever. It’s just that easy. Sysomos Heartbeat helps to make the daunting task of reporting on your social media activities as easy as opening an email.

If you’re already a Sysomos customer and want to learn about dashboards and how you set up your reports to be sent right to you, check out the dashboard information in our Support Portal*.

And if you’re not already using Sysomos to help take the hassle out of your reporting, what are you waiting for? Request to see a demo of Sysomos Heartbeat right now.

 

* This link goes to our client help section and you’ll need to login with your regular Sysomos login to access it.

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