How to Create and Manage Scheduled Reports in Lucidya

Scheduled reports automatically generate and deliver performance insights to your inbox at set intervals, daily, weekly, or monthly. They can be configured for Social Listening monitors or OmniServe channels and include data from social media platforms and monitors. Once created, reports can be edited or deleted at any time.

Step 1. Open Reports

1. Go to Utilities from the top navigation bar.
2. Select Reports.
3. Click the New Report button.

Step 2. Enter Report Information

1. Enter a report name.
2. Select the product: Social Listening or OmniServe.
3. Click Next.

Step 3. Configure Report Settings

The configuration options depend on the product you selected.

If you selected Social Listening, choose the monitor type:

• Keyword Monitor: select the report type: Monitor Reports or Newsletter Reports. Newsletter Reports analyze data collected specifically from news and blogs.
• Public Account Monitor: select the data source (X, Facebook, or Instagram) and choose the associated monitor. Only one monitor can be selected as a data source.
• Managed Accounts Monitor: select the data source and the associated monitor. Only one monitor can be selected.

If you selected OmniServe, choose the channel type:

• Social Media: select the channel, the data to include, and the accounts. Multiple accounts can be selected.
• Chats, Emails, Reviews, or Calls: select the channel and the associated accounts. Multiple accounts can be selected.

Click Next to proceed.

Step 4. Set Report Delivery

Configure the following delivery settings:

• Recipient and Language: enter the email addresses of the recipients. Scheduled reports can be sent to multiple recipients. Select the report language as Arabic or English.
• Scheduling: choose the report frequency: daily, weekly, or monthly. Set the start date and time.
• Report Branding: choose between the default Lucidya branding or your company's custom brand colors. If using custom branding, make sure it's configured in advance under Settings → Company Information.
• Luci in Reports: enable this feature to receive a summary of key findings and actionable recommendations alongside your report data.

Click Create Report to finalize.

Managing Scheduled Reports

After a report is created, it can be viewed, edited, or deleted from the Reports section in Utilities.

When editing a report, you can update:

• The report name
• The language
• The list of recipients

Click Create Report to save any changes.

For further assistance, contact Lucidya Support.