Support Center

Set up a Report or Insight

Last Updated: Apr 28, 2016 12:53PM EDT
To set up a Report or Insight, click into that feature on the left menu. Then, you'll see a green button at the bottom that says "Add New Reports" or "Add New Insights."

From there, you'll be able to select which profiles you want included in that particular instance. Reports support Twitter, Facebook Pages, Instagram, and Google Analytics. Insights supports Twitter.

Your Reports and Insights can also be customized in Name, Branding, and Recipients.

Use the "Rename" button at the top of the menu to customize the name on your Report/Insight.

To remove SumAll branding and add your own text, scroll down to the "Branding" section and use the "Rename" button there.

To add more email recipients on the Report/Insight, scroll down to "Recipients" and add the email addresses separated by commas.

Be sure to hit the green "Save Settings" button once you're finished.

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