HOW TO CREATE AUTOMATED EMAIL REPORTS – Linkasoarus

Learn how to create automated reports to email to you and your entire team

What you will need

Already have an active Linkasoarus account
Already have at least one location created within Linkasoarus
Already connected your facebook fan page or Google page to your location within Linkasoarus

How To Create Automated Email PDF and Excel Reports

Toggle to the left tool bar and Automated Reports
Select Create Automation
Step 1: Select the locations you want to "pull" data from to create your reports
Step2: Check all the reports you want to include in this report
Step3 (1st) : Select the date range from the drop down box you want to pull this data from... (example: Last 7 Days, Last week, last month...)
Step 3 (2nd): Select the frequency of when you want your reports emailed (example: repeat every Monday at 9am)
- You can select a specific day of month as another option
- REMINDER: if sending any recent Google My Business reports you won't have all the Google data (except reviews) until 5 days AFTER. If scheduling weekly reports that includes Google Analytics it's recommended to wait until Friday the following week to send these reports)
Step 4: Select the users OR external email you would like to send this report to
Step 5. Name your report and click Create Report

How To View & Edit Existing Reports

Under "Actions" click green down arrow (after the report date and frequency has occurred) to download dashboard or excel generated reports
Click "eye" icon to view report
Click "Edit" icon to edit report
Click "trash" icon to delete

What you can do now

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