# Reports and your branding

Source: https://social9.com/docs/agency/reports-and-white-label

> Build a report, share a live link or a PDF, email it every week or month, and show your own logo and colour to clients.

Reports show what you posted and how it did, on a page you can send to a client.

**Which plan:** Reports are on Team, Agency and Enterprise. **Your branding** is on Agency and Enterprise.

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## Where to find it

**Dashboard → Agency → Reports** and **Dashboard → Agency → Your branding.** Anyone who can see analytics can build and preview reports. Share links and email schedules are for owners and admins.

![Analytics numbers like the ones a report shows](https://social9.com/docs/screenshots/analytics.png)

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## How to build a report

1. Under **New report**, type a **Name**.
2. Tick the **Brands** to include. None ticked means every brand.
3. Pick the **Period**: the last 7, 14, 30, 90, 180 or 365 days. The report always shows the most recent period when someone opens it.
4. Tick the **Sections** you want (see the table below).
5. Press **Save report**. Press **Preview** to see it.

| Section | Shows |
|---|---|
| **Summary numbers** | Posts published, impressions, engagements, engagement rate |
| **Daily trend** | Engagements per day |
| **By network** | Posts and results per network |
| **By account** | Posts and results per connected account |
| **Top posts** | The 5 posts with the most engagement |
| **All posts** | Every published post in the period |
| **Posting goals** | Each brand's weekly goal and streak. See [Goals and streaks](https://social9.com/docs/agency/goals-and-streaks) |

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## How to share a live link

1. Under **Saved reports**, press **Share link** on a report.
2. Press **Copy link** and send it. No login is needed to open it.

The link works for 30 days and always shows the latest numbers. It is shown only once. Press **Turn off** next to a link to stop it.

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## How to save it as a PDF

1. Press **Open printable / PDF** after making a link, or open the report link and press **Save as PDF**.
2. Your browser's print window opens. Choose **Save as PDF** as the printer.

The page is laid out for A4 paper.

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## How to email it every week or month

1. Press **Email schedule** on a saved report.
2. Tick **Email this report automatically**.
3. Under **How often**, pick **Weekly** (and the day) or **Monthly** (and the day of the month), then the **Hour (workspace time)**.
4. Type up to 10 email addresses, separated by commas.
5. Press **Save schedule**.

Each email has its own link to the live report, which works for 30 days.

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## How to set up your branding

**Your branding** (formerly White-label) puts your company name, logo and colour on the pages your clients see: client review links, shared reports, report emails and client connect pages.

1. Go to **Agency → Your branding**.
2. Fill in **Company name**, **Brand colour** and **Logo URL (https)** (a full `https://` link to an image).
3. Optional: tick **Hide “Made with Social9”**.
4. Press **Save branding**.

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## Good to know

- Numbers come from the networks and can lag by about a day.
- How far back a report can go depends on your plan's analytics history: Free 30 days, Individual 90 days, Team and Agency 365 days, Enterprise 730 days.
- Posts made in test mode never count.
- Without your branding, client pages show your brand name with Social9 branding.
- On lower plans, the tabs show a **Team plan** or **Agency plan** badge and an **Upgrade** button.
- Connected AI assistants can build reports with `report_create` and get a link with `report_link`. See [Tools reference](https://social9.com/docs/ai-apps/tools-reference).

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## Related

- [Agencies and clients](https://social9.com/docs/agency)
- [Goals and streaks](https://social9.com/docs/agency/goals-and-streaks)
- [Guest approvals](https://social9.com/docs/agency/guest-approvals)