In this article, learn how to create and edit Analytics Studio reports (also called alerts), including design and template changes. You’ll also see how to edit the email to deliver the report to recipients.

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How to create an email report

You can find a list of scheduled reports in LocationHQ at Reports (Analytics Studio) > Email Reports on the Email Reports page.

From the Email Reports page, you’ll find details about both active and inactive reports (Status). You can also use the Actions icons to perform the tasks described in this section: Edit, Copy, Send test, Unsubscribe, and Delete.

Create an email alert report

You can create a new email alert report from the Email Reports page. Types of reports you can create include:

• Real-Time Reviews—This sends an email whenever your business receives a new review. Current providers include Google, Facebook, Review Builder, and Yelp.
• Daily Reviews Template—A summary of important information about your day’s reviews, including a snapshot.
• Weekly Social Template—A tracking report on social media followers and post-growth. Also includes an analysis of trending hashtags and recent examples.
• Monthly Report Template—Contains high-level insight into performance and presence over the past 30 days, including trends in reputation, search rankings, and listing accuracy.
• Create-Your-Own Template—Customize a unique template to your needs.

Follow these steps:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Reports (Analytics Studio) > Email Reports.
   
3. Select Add New Alert and select the template you’d like to use by clicking on it.
   You can see a sample of the report you’re interested in by selecting the eye icon in the upper left of the report. You can see a sample of the report by selecting the eye icon in the upper left of the report you’re interested in.
   
4. Select the Settings tab and specify the details for the following sections and click Next:
   You can also select to send separate emails based on the locations to which users receiving the emails have access. Or, instead, you can select to send data to multiple locations in one email.
   
5. • Email Delivery
   • Filters
   • Recipients
6. Select the Design tab to customize email specifications, preview your changes, view and edit the HTML, and, if desired, edit the cascading style sheet (CSS).
   The options available in Gadget Settings vary depending on which template you selected. You can specify options or add an additional gadget to the report. The result of your selections is shown in the preview on the right.
   
7. After completing the Gadget Settings, select Save Alert.

Edit a report

When you select a report’s Edit icon, you can change the report templates, settings, or design based on your selection of the tabs at the top of the pane.

Edit report details on the Settings tab

By default, the Settings tab displays on the Email Reports page. You can change the email delivery schedule, filter displayed data or change recipients. You can also select to send separate emails based on the locations to which users receiving the emails have access. Or, instead, you can select to send data to multiple locations in one email.

Change report templates from the Templates tab

When selecting a new template, follow the prompts to complete your changes.

Customizing email specifications on the Design tab

The Design tab allows you to customize email specifications, preview your changes, view and edit the HTML, and, if desired, edit the cascading style sheet (CSS). Select Add Gadget to add an additional report to the email or see additional components you can include.