Creating Customizable Reports in Planable Analytics

Customizable reports turn your Analytics data into a branded, structured report you can share with clients or stakeholders — built on your total numbers, or on your organic or paid results alone.

→ What are customizable reports?
→ How to create a customizable report?
→ Available report items
→ Previewing, sharing, and exporting reports

What are customizable reports?

Customizable reports let you organize your analytics data into structured reports that can be shared or downloaded directly in Planable.

You can:

• Combine data from multiple social platforms
• Reorder and customize charts using drag-and-drop
• Apply branding (logo, titles)
• Add context, insights and next steps next to each chart
• Build the whole report on your total numbers, or on organic or paid data alone
• Share reports via public link or export them as PDF or CSV

Customizable reports are available for the following platforms:

• Instagram
• Facebook
• LinkedIn
• TikTok
• YouTube
• Google Business Profile (single-channel view only, not available in cross-channel view)

YouTube and Google Business Profile support reports, but they carry no paid data — reports on those channels are organic only. The organic and paid options described below apply to Facebook, Instagram, LinkedIn and TikTok.

For the wider picture of what Analytics covers, see Planable Analytics.

How to create a customizable report?

To access reporting:

1. Open your workspace
2. Go to Analytics from the left sidebar
3. Click Create report in the top-right corner

This opens the report builder.

Next, in General details:

1. Select one or more social channels to include.
   Cross-channel reports are supported, except for Google Business Profile.
2. Enter a report title.
   This title will appear in shared links and PDF exports.
3. Choose the reporting period.
4. Choose the Data breakdown — Total, Organic or Paid.*
   This sets which data the whole report is built from.
5. Choose the Report ad account.
   This scopes the paid data to all your ad accounts or to a single one.

*The Data breakdown option is available for reports built on a single page, on Facebook, Instagram, LinkedIn and TikTok. Cross-channel reports show blended data and don't offer it.

One report template covers two very different jobs. If you own organic, build the report on Organic and your numbers stay clear of anything your ad budget bought. If you own paid, build it on Paid and you get the ad side on its own. For a client-facing report on overall performance, use Total.

In the Report ad account dropdown, All ad accounts is only offered when every account shares a currency — Planable won't add dollars to euros. Otherwise the report is scoped to one account and labelled as such.

You can fully control how your report is structured:

• Drag and drop report items to reorder them
• Show or hide specific charts
• Add custom titles and descriptions to each section

Available report items

Metrics & performance

• Summary cards (high-level overview)
• Followers / subscribers growth
• Post volume
• Views and impressions
• Engagement and engagement rate
• Reach and profile views
• Video views and watch time
• Cost metrics — Spend, CPM, CPC and CPE
• Website clicks, calls, bookings, directions (Google Business Profile, single-channel only)

Views and impressions, engagement and engagement rate, reach, and follower growth render as organic or paid data depending on the Data breakdown you chose for the report.

Spend, CPM, CPC and CPE are the exception: they only ever apply to boosted and paid content, never organic.

Audience insights (Available only in single-channel reports)

• Age and gender distribution
• Audience location (countries and cities)
• Interactive location map
• LinkedIn-specific professional data:
  • Job titles
  • Industries
  • Seniority

Content performance

• Top-performing posts by impressions or engagement
• Platform-specific content insights

Competitor data

Competitor charts can go into a customizable report too. There are two ways in:

• From the Competitors tab — this builds a competitor-only report, pre-loaded with whichever competitors you already have selected on the dashboard.
• From Analytics — single-page reports on Instagram, Facebook, LinkedIn, TikTok and YouTube pick up a Competitor section automatically, whenever that page has tracked competitors.

The report builder sidebar gives you three controls over that section: a switch to include or leave out the Competitor section as a whole, show or hide toggles for the individual competitor charts, and a competitor selector that filters which competitors the results cover.
 

For how competitor tracking itself works — adding competitors, the metrics available, and the platform-specific notes — see Competitor analytics.

Previewing, sharing, and exporting reports

Live preview

You can preview the report while building it. All changes are reflected instantly.

Sharing options

Once your report is ready, you can:

• Generate a public share link. Anyone with the link can view and download the report
• Download it as PDF or CSV for presentations or offline sharing

What's in the export

The Content CSV includes your paid columns and your advertised rows, with a Source column marking each row Organic or Advertised. Paid figures are summed over the export's date range rather than across all time, so those totals change when you change the range.

Reports also remember which ad accounts they cover, so a saved report or a PDF export shows the same numbers as when it was built.

Competitor charts travel with the rest of the report: they go through the same PDF and CSV exports and the same public share link as your own page data.