By the end of this tutorial you will have exported a consolidated analytics report for selected profiles and a date range so teams can compare social performance.
Before you start
- Connected profiles are active and posting data exists for the chosen date range.
- Your account has Analytics access in the workspace.
- You have a clear date range to compare (start and end dates).
- Browser downloads are allowed and not blocked by pop-ups.
- Any filters or comparison profiles you need are identified.
Open Analytics
Click Analytics in the main navigation.
Confirm the page shows a profile selector, a date range control, and performance views labeled Overview, Channel, or Post-level.
Wait a moment for the page to load data. The performance panels should populate with numbers, charts, or post rows.
Set up the basics
Open the profile selector and choose one or more profiles to include. Selected profiles should appear as active selections in the header or selector.
Open the date range control and set the exact start and end dates you want to export.
Pick a performance view: Overview for aggregated metrics, Channel for per-network breakdowns, or Post-level for individual post results.
Check that the UI updates to show data for the chosen profiles and date range (graphs refresh, total counts or post lists update).
Add filters and choose export type
Apply filters or comparison options if you want to narrow results (for example, converge on a single campaign tag or compare two profiles).
If available, pick which metrics to include in the report (engagement, impressions, clicks, etc.). Confirm the selected metrics appear in the visible summary.
Choose whether to Export or Save Snapshot:
- Export: downloads a consolidated file (CSV, PDF, or other file type offered).
- Save Snapshot: saves the current selection and view in the app for later review.
If saving a snapshot, enter a clear snapshot name when prompted so teammates can find it later.
Review and run export or snapshot
Review the on-screen summary. Confirm the selected profiles, date range, filters, and chosen metrics match what you expect.
Click Export to download the file, or click Save Snapshot to store the view.
For Export, check your browser download area for the file. For Save Snapshot, open the Reports or Snapshots list in the Analytics area and look for the snapshot name you provided.
Verification checks
- Downloaded file opens and contains rows or pages for the selected profiles and the chosen date range.
- Metrics in the file match totals shown on the Analytics page.
- Saved snapshot appears in the app reports list with the correct name and date range.
- Post-level exports include post thumbnails or identifiers if the Post-level view was selected.
Common mistakes to prevent
- Not selecting any profile before exporting.
- Using a date range that is too narrow and returns no data.
- Leaving filters active that unintentionally exclude target posts.
- Blocking browser downloads or pop-ups so the exported file cannot be saved.
- Expecting a snapshot to appear in another workspace without explicitly saving and sharing it.
Troubleshooting and next steps
- If no data appears, expand the date range or remove restrictive filters.
- If export fails, check browser download permissions and retry.
- If profile data looks incomplete, confirm the profile connections are active and posting during the date range.
- Share the downloaded report or snapshot link with your team for review and follow-up decisions.
Conclusion Follow these steps to produce a single downloaded report or saved snapshot that consolidates metrics for your chosen profiles and date range, ready for team review and comparison.
After these steps you will have opened Analytics and selected the profiles and date range needed to produce a consolidated report ready for export.
Step 1: Open the feature
From the main navigation, click Analytics.
Wait for the Analytics page to load. The page should show a profile selector, a date range control, and a set of performance views or panels near the top of the page. These UI elements confirm you are in the Analytics area.
Quick checklist (use only if helpful):
- Profile selector is visible.
- Date range control is visible.
- At least one performance view or summary panel is visible.
If the profile selector is not visible, confirm you are on the Analytics page by checking the main nav highlight or the page title. If the date controls or views are missing, try refreshing the page; the page should return to the Analytics layout described above.
Confirm you see on-screen data placeholders or content. Typical indicators are summary number tiles, charts, or a list of posts with thumbnails and metrics. Seeing these elements means the page is ready for selecting profiles and a date range.
Step 2: Set up the basics
Open the profile selector. Select one or more connected profiles whose performance you want included in the consolidated report.
- If you need multiple profiles, select all relevant profiles. The selector should reflect each chosen profile by listing names or showing selected chips/tags.
Set the date range using the date range control. Choose the exact start and end dates that match the reporting period you need.
- Use any available quick presets or specify a custom start and end date.
- Confirm the control shows the chosen dates after selection.
Choose the performance view you want to export. Pick one of the available views such as overview, channel-level, or post-level.
- Click the view tab or dropdown for the view you want.
- The main panel should switch to show metrics and charts for that view.
Wait for the UI to update after changing profiles, dates, or views. Check for these visual confirmations:
- Summary metrics or tiles refresh to reflect the chosen profiles and date range.
- Charts redraw and axis labels match the selected date range.
- A post list or table populates with post thumbnails, dates, and metric columns when in post-level view.
Verify the selections are correct before moving on. Use this short checklist:
- Profile names shown in the selector match the profiles you intend to report on.
- Date range control displays the correct start and end dates.
- The active performance view (overview, channel, or post-level) is the one you want to export.
If the UI shows no data after selections, confirm the chosen profiles have posting activity in the selected date range. Also try widening the date range or switching to overview view to ensure data appears. Visible data examples include summary numbers, a populated post list with thumbnails, and chart points aligned to the date range.
Once the profiles, date range, and view are set and the UI displays updated metrics and post thumbnails, the basics are complete. The page is now ready for applying any filters, selecting metrics, and choosing Export or Save Snapshot in the next steps.
This section shows how to add filters, choose which metrics to include, and export or save a snapshot so the team gets a consolidated analytics report for the selected profiles and date range.
Step 3: Add the content or settings
Checklist before you change settings:
- One or more profiles are selected.
- Date range is set to the exact span you want.
- Any comparison profiles or filters you need are identified.
- Browser downloads and pop-ups are allowed.
Open the filters and comparison options.
- In Analytics, click the filters or compare control (often labeled Filters, Compare, or a funnel icon).
- If a comparison panel is available, open it to add a second profile or date range for side-by-side review.
Apply platform and content filters.
- Choose platform filters (for example, Instagram, Facebook) if you only want certain channels.
- Apply content-type or campaign filters if available (for example, posts, stories, campaign tag).
- After each filter change, watch the charts and tables to confirm numbers refresh.
Select the performance view and metrics.
- Choose Overview, Channel, or Post-level view depending on whether you need a high-level summary or itemized posts.
- Pick metrics to include (engagement, reach, clicks, etc.) if the UI offers metric selection.
- Confirm the visible charts and tables update to show the chosen metrics.
Choose export or save snapshot.
- Click Export to download a consolidated report file for the current profiles, date range, filters, and metrics.
- Click Save Snapshot (or Save) to store a named snapshot that the team can open later.
- If saving a snapshot, enter a short descriptive name so teammates can find it (include date range or campaign name).
Final pre-export checks.
- Verify at least one profile is selected; exports require profile data.
- Check the date range is not too narrow so that empty results are avoided.
- Remove any filters that unintentionally exclude data you expect to see.
Step 4: Review the workflow
Confirm the on-screen summary matches your selections.
- Look at the page header or selector area to verify the listed profiles and the date range shown match your intent.
- Ensure the performance view label (Overview, Channel, Post-level) matches the view you want.
- Scan the main charts and tables to confirm they show the metrics you selected.
Start the export or save the snapshot.
- Click Export to initiate the download.
- Or click Save Snapshot and confirm the confirmation dialog if one appears.
Verify a successful download or saved snapshot.
- For Export: check your browser downloads bar or downloads folder for a file. The file should contain consolidated data for the chosen profiles and date range.
- For Snapshot: open the Reports, Snapshots, or Saved Views list in Analytics and look for the snapshot name you entered. The snapshot entry should show the date it was saved and the profiles/date range used.
Quick checks to avoid common mistakes:
- If no file downloads, confirm browser download permissions and that pop-ups are not blocked.
- If the snapshot is missing, refresh the Reports or Snapshots list and then check again.
- If the report contains no data, expand the date range or remove restrictive filters.
Share or review with your team.
- Direct teammates to the saved snapshot in Analytics or attach the exported file to your workspace conversation.
- Open the snapshot or exported file and confirm the key charts and tables match what you saw on screen before sharing.
Verification tips:
- A successful export results in a downloaded file containing consolidated metrics.
- A successful snapshot appears in the Analytics reports list with the name and date range you entered.
- If either result does not appear, repeat the pre-export checks and try again, or contact your workspace admin for access or profile connection issues.
Troubleshooting and next steps
You will have a downloaded report or saved snapshot consolidating metrics for the selected profiles and date range.
Quick checklist before troubleshooting
- Confirm the correct profiles and date range are selected in Analytics.
- Confirm any filters or comparisons you applied are intended.
- Check that browser downloads and pop-ups are allowed.
- Confirm you have Analytics access in your workspace.
If no data appears on the page
- Expand the date range by selecting an earlier start date or later end date. Short ranges often return no results.
- Remove any active filters one at a time (for example, content type or tag). A filter can exclude all posts.
- Re-select profiles: deselect all, then pick the target profiles again so the view refreshes.
- Switch performance view (Overview, Channel, Post-level) to see whether another view shows data.
If the exported file does not download
- Check your browser downloads bar or downloads folder for the file. Some browsers auto-save without a prompt.
- Ensure the browser is not blocking downloads or showing a blocked pop-up. Allow downloads and retry Export.
- Try a different export format if available (for example CSV vs PDF) and export a small date range to test.
- If the export times out, reduce the date range or number of profiles and try again.
If the saved snapshot does not appear in the reports list
- Confirm you clicked Save Snapshot and entered a name, then clicked Save.
- Refresh the Analytics page or open the Reports/Snapshots list from the Analytics menu to force the UI to update.
- Use the snapshot name or date filters in the snapshots list to locate it.
- If another teammate is expected to see it, confirm they are in the same workspace and you saved the snapshot to the shared workspace section (if applicable).
If metrics look incomplete or unexpected
- Compare channel-level and post-level views to identify where data differs.
- Remove date filters such as local timezone or secondary filters that might remove posts.
- Confirm the profiles selected are the ones you intended; similar profile names can be easy to mix up.
- Export a small sample (single profile, 1-week range) to validate the numbers before exporting the full consolidated report.
If you lack permissions or see an access error
- Confirm your role in the workspace includes Analytics access.
- Contact your workspace admin to request Analytics or export permissions.
- While waiting, capture a screenshot of the UI and the error to share with the admin.
If exports consistently fail
- Retry using a different browser to rule out browser-specific issues.
- Clear the browser cache and reload Analytics, then try again.
- Try exporting a smaller dataset to confirm the feature works for limited data.
Next steps after a successful export or snapshot
- Save the downloaded file in a shared drive or attach it to a workspace Conversation for team review.
- Upload the file to a spreadsheet app to sort, filter, or build pivot tables for deeper analysis.
- Save the current Analytics filters and snapshot so the same view can be reproduced later.
- Use the Home assistant to draft a brief summary of the top-performing channels or posts and save that draft in Conversations.
- Schedule a recurring review: run the same export weekly or monthly and keep snapshots named with the date for trend comparison.
When to contact support or your admin
- Repeated export failures after trying another browser.
- Missing profiles or persistent access errors.
- Discrepancies between platform-native reports and the consolidated report that you cannot resolve with filters or date changes.
Conclusion
If the page shows the chosen profiles, the date range, and updated performance views, exporting or saving a snapshot should produce a downloaded file or a saved snapshot in the reports list. Use the troubleshooting checklist above to resolve common issues quickly. Once you have the report or snapshot, share it in Conversations or a shared drive so the team can compare social performance and decide what to improve.


