RocketLevel
  • Overview
    • Welcome to RocketLevel
    • Our Features
  • Fundamentals
    • Get Started
    • Manage User Profile
    • Manage Company
    • Manage Reports
    • Manage the Top Menu
  • Dashboard
    • Set Up Insights Hub Dashboard
      • Connect Google Analytics
      • Connect Google Business Profile
      • Connect Birdeye
      • Connect CallRail
      • Connect Gravity Forms
      • Other Settings
    • Set Up Sales Analytics Dashboard
    • Edit a connection
    • Remove connection
  • Social
    • Overview
    • Manage Social Profiles
    • Get Link To Connect Social Profiles
    • Manage & Review Your Content
      • Schedule & publish to Facebook
      • Schedule & publish to Instagram
      • Schedule & publish to Tiktok
      • Schedule & publish to Youtube
      • Schedule & publish to Google Business Profile
      • Schedule & publish to LinkedIn
      • Schedule & publish to X (formerly Twitter)
      • Multi-Profile Scheduling
      • Publishing A Post to Multiple Profiles
      • Edit a Multi-Profile Post
      • Delete a Multi-Profile Post
      • Review Your Post
      • Add Comments to Your Post
      • Schedule & Publish Posts within Calendar
    • Share Your Content With External Users
    • Monitor Your Social Performance
    • Build Your Team
    • Work with Approval Process
    • Create Content Without Social Profiles
    • Write With AI
    • Save Your Ideas
  • MEDIA LIBRARY
    • Access the Media Library page
    • Upload from local device
    • Save files from Stock Photo Platforms
    • Use an image or video in social content
    • Delete images and videos
    • Edit an image
    • Duplicate an image or video
    • Rename an image or video
  • Usage & Billing
    • Manage Your RocketLevel Plans
    • Sign Up for a Free Trial
  • Notifications
    • Dashboard Notifications
    • Social Notifications
    • Notifications for Team Members
  • PRODUCT UPDATES
    • 2025
    • 2024
    • 2023
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On this page
  • Generate a report
  • Edit a report
  • Email a report
  • Delete a report
  • Auto-reporting
  1. Fundamentals

Manage Reports

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Last updated 4 months ago

RocketLevel provides different reports that cater to your business needs. There are 2 types of reports:

  • General Report

  • Social Report

Generate a report

  1. Log in to app.rocketlevel.com and go to Reports

  2. Click the tabs to select the type of reports

  3. Click Generate Report

  4. Enter Report title, Date range and Addition details

    • Addition details: You can use this as summary for the report as it will appear on top of the report statistic.

  5. Click Generate to finish

Edit a report

  1. Go to Reports and navigate the report you want to edit

  2. Click Action and select Edit Report

  3. Make changes to the values on the Edit Report modal

  4. Click Update to save your changes

Email a report

  1. Go to Reports and navigate the report you want to edit

  2. Click Action and select Email Report

  3. Enter the recipient's email on the field Send Report to. You can send up to 5 emails.

  4. Click Send to finish and the recipient will receive the report email immediately

Delete a report

  1. Go to Reports and navigate the report you want to edit

  2. Click Action and select Delete Report

  3. Click Yes, delete it to finish

Auto-reporting

You can also enable auto-reporting option so the reports will be sent automatically to your email at the frequency of your choice.

  1. Go to Reports and navigate the toggle Auto-Reporting on the right side

  2. Click the toggle to turn on the Auto-Reporting option

  3. Click the Auto-Report to open the Auto-Reporting Settings

  4. On that setting panel, you can:

    1. Choose a date range option under the Delivery Frequency section

    2. Enter a custom email subject

    3. Enter another recipient's email

  5. Click Save Changes to finish