Manually creating and sending reports can quickly become a time-consuming task, especially for agencies managing multiple clients or marketing teams providing regular updates to leadership.
To simplify this process, BrandMentions offers a Scheduled Email Reports feature that allows you to fully automate report generation and distribution.
With automated reports, you can save time, maintain consistency, and ensure all stakeholders from clients to executives receive the latest data without manual effort. It’s an easy way to make your brand monitoring workflow more efficient and scalable.
How to Automate Your Reporting with Scheduled Email Reports
Setting up automated reports in BrandMentions takes just a few steps. Follow the process below to start scheduling recurring reports.
Navigate to the Email & Alerts Section
From your main BrandMentions dashboard, click Emails & Alerts in the left sidebar.
Click the New Alert button
Within the Emails & Alerts section, click on New Alert -> Scheduled Report.
Create a New Scheduled Custom Report
Click Create Email PDF Report to open the configuration window for your new automated report.
Set the Report and the Schedule
Select the report you want to create a schedule for and how often you want the report to be sent. You can choose from:Weekly: Receive the report once a week on a specific day.
Monthly: Receive the report once a month on a specific date.
Add Recipients
Enter the email addresses of everyone who should receive the report. You can include multiple recipients, making it ideal for both internal teams and clients.
Save Your Scheduled Report
After configuring your settings, click Save. Your report will now be automatically generated and emailed to the selected recipients according to your chosen schedule.
The Benefits of Automated Reporting
Automated reporting is more than a convenience — it’s a strategic advantage for agencies and in-house teams alike.
Benefit | Description |
Time Savings | Automating reports eliminates repetitive manual work, freeing up hours each month. Use that time to analyze insights and develop new strategies instead of formatting data. |
Consistency | Reports are delivered on a reliable, predictable schedule. Clients and executives receive updates automatically, improving trust and professionalism. |
Improved Communication | Regular, automated updates keep everyone aligned and informed with the latest data. This helps teams make faster, data-driven decisions. |
Scalability | For agencies, automation enables growth. You can manage more clients without adding administrative workload, allowing your reporting process to scale efficiently. |
By automating your reports with BrandMentions Scheduled Email Reports, you transform reporting from a manual chore into a strategic communication tool.
Your clients and teams stay informed with consistent, professional updates and you gain more time to focus on insights, strategy, and results.