Skip to content
IDEQO Logo IDEQO Logo IDEQO Docs
Start Free Trial

Exporting Reports

Exporting reports lets you share your analytics data with your team, clients, or stakeholders. You can export data in different formats and create custom reports for specific time periods.

Why Export Reports?

Section titled “Why Export Reports?”

Exporting reports helps you:

  • Share insights - Send reports to team members or clients
  • Create presentations - Use PDF reports in meetings or presentations
  • Analyze data - Export CSV files for deeper analysis in Excel or Google Sheets
  • Track progress - Keep historical records of your performance
  • Client reporting - Provide regular reports to clients

Export Formats

Section titled “Export Formats”

IDEQO supports exporting analytics data in different formats:

CSV Export

Section titled “CSV Export”

CSV (Comma-Separated Values) files are perfect for:

  • Data analysis in Excel or Google Sheets
  • Creating custom charts and graphs
  • Combining with other data sources
  • Detailed post-level data

What’s included:

  • Post-level metrics (likes, comments, shares, impressions, etc.)
  • Publishing dates and times
  • Platform information
  • Engagement rates
  • All raw data for analysis

PDF Export

Section titled “PDF Export”

PDF reports are perfect for:

  • Sharing with stakeholders
  • Client presentations
  • Email reports
  • Printing or archiving

What’s included:

  • Executive summary with key metrics
  • Charts and visualizations
  • Top performing posts
  • Performance trends
  • Formatted for easy reading

How to Export Reports

Section titled “How to Export Reports”

From Analytics Dashboard

Section titled “From Analytics Dashboard”
  1. Go to Analytics (/analytics)
  2. Select your time range (Last 7 days, 30 days, etc.)
  3. Click Export button (top right)
  4. Choose export format:
    • CSV - For data analysis
    • PDF - For sharing and presentations
  5. Select what to include:
    • Overview metrics
    • Post performance
    • Platform comparison
    • Custom date range
  6. Click Download

The report will download to your browser’s default download location.

From Integration Insights

Section titled “From Integration Insights”

You can also export platform-specific reports:

  1. Go to Integrations (/integrations)
  2. Click on an integration
  3. Go to the Analytics tab
  4. Click Export (if available)
  5. Choose format and date range
  6. Download

Report Types

Section titled “Report Types”

Performance Summary Report

Section titled “Performance Summary Report”

A high-level overview of your performance:

  • Key metrics (followers, engagement rate, reach)
  • Month-over-month comparison
  • Top performing posts
  • Platform breakdown
  • Best posting times

Best for: Weekly or monthly updates to stakeholders

Post-Level Data Report

Section titled “Post-Level Data Report”

Detailed data for every post:

  • Post content and caption
  • Publishing date and time
  • Platform
  • Likes, comments, shares, impressions
  • Engagement rate
  • Click-through rate (if available)

Best for: Deep analysis and optimization

Platform Comparison Report

Section titled “Platform Comparison Report”

Compare performance across platforms:

  • Side-by-side metrics
  • Platform-specific insights
  • Best platform for your content
  • Growth trends by platform

Best for: Deciding where to focus your efforts

Custom Reports

Section titled “Custom Reports”

Create reports with specific filters:

  • Date range - Any custom period
  • Platform - One or multiple platforms
  • Content type - Posts, stories, videos, etc.
  • Performance - Top performers, underperformers, etc.

Best for: Specific analysis needs

Customizing Reports

Section titled “Customizing Reports”

Date Range

Section titled “Date Range”

Select any date range for your report:

  • Last 7 days
  • Last 30 days
  • Last 3 months
  • Last 6 months
  • Last year
  • Custom range (pick start and end dates)

Filters

Section titled “Filters”

Filter reports by:

  • Platform - Instagram, Facebook, LinkedIn, etc.
  • Content type - Posts, stories, videos, carousels
  • Performance - Top performers, all posts, failed posts
  • Status - Published, scheduled, drafts

Metrics to Include

Section titled “Metrics to Include”

Choose which metrics to include:

  • Engagement metrics (likes, comments, shares)
  • Reach and impressions
  • Click-through rates
  • Follower growth
  • Publishing performance

Sharing Reports

Section titled “Sharing Reports”

Download and Share

Section titled “Download and Share”
  1. Export your report
  2. Download the file (CSV or PDF)
  3. Share via email, Slack, or file sharing service

Scheduled Reports

Section titled “Scheduled Reports”

Using Exported Data

Section titled “Using Exported Data”

CSV Files

Section titled “CSV Files”

CSV files can be opened in:

  • Excel - Full spreadsheet analysis
  • Google Sheets - Collaborative analysis
  • Numbers (Mac) - Native Mac spreadsheet app
  • Any text editor - View raw data

Tips for CSV analysis:

  • Create pivot tables to summarize data
  • Build custom charts
  • Combine with other data sources
  • Calculate custom metrics

PDF Reports

Section titled “PDF Reports”

PDF reports are ready to:

  • Email - Send directly to stakeholders
  • Present - Use in meetings or presentations
  • Print - Physical copies for records
  • Archive - Keep for historical reference

Best Practices

Section titled “Best Practices”

Regular Exports

Section titled “Regular Exports”
  • Weekly - Export weekly summaries for team updates
  • Monthly - Create monthly reports for stakeholders
  • Quarterly - Comprehensive quarterly reports for strategy reviews

Report Organization

Section titled “Report Organization”
  • Name files clearly - Use dates in filenames (e.g., “Analytics-Report-Jan-2025.pdf”)
  • Store systematically - Keep reports organized by date
  • Version control - Don’t overwrite old reports

Sharing Reports

Section titled “Sharing Reports”
  • Include context - Add notes explaining the data
  • Highlight insights - Point out key findings
  • Set expectations - Explain what the data means
  • Follow up - Discuss reports with your team

Troubleshooting

Section titled “Troubleshooting”

Export Button Not Working

Section titled “Export Button Not Working”
  • Check your internet connection
  • Try refreshing the page
  • Make sure you have data to export
  • Try a different browser

Report Missing Data

Section titled “Report Missing Data”
  • Check your date range - make sure it includes published posts
  • Verify integrations are connected and active
  • Some platforms may have limited historical data

File Won’t Download

Section titled “File Won’t Download”
  • Check browser download settings
  • Look in your Downloads folder
  • Try a different browser
  • Check browser pop-up blockers

What’s Next?

Section titled “What’s Next?”

Now that you understand exporting reports:

Need help? Contact support or check out our other analytics guides.