In BrandMentions, you can automate your reporting by scheduling reports to be generated and sent via email on a weekly or monthly basis. This removes the need to manually create and send PDFs every time your team or clients need an update.
Below is a step-by-step guide to scheduling your first automated email report.
How to schedule an automated email report
1. Go to the Reports section
Log in to your BrandMentions account.
In the left sidebar, click Reports.
This opens the main area where you can manage and create reports.
2. Open the “Schedule Email Reports” area
Inside Reports, go to the Schedule Email Reports tab (or section).
Here you’ll see a dashboard listing all your existing scheduled reports, if any.
3. Create a new scheduled report
Click Create Email Report .
This opens the configuration screen for your new automated email report.
4. Set the email schedule
In the scheduling area, define when the report should be generated and sent:
In the Recipients field, type the email addresses of everyone who should receive the report.
Sender email - The email address that appears in the From field.
Sender name - The display name shown next to the email address.
Recipients - You can add multiple email addresses, usually separated by commas.
Email title
Message (optional body text)
Frequency - Choose Weekly or Monthly.
BrandMentions will generate and send the report automatically according to this schedule.
5. Save your scheduled report
Click Save (or Save & Activate) to confirm.
Your scheduled email report is now active. BrandMentions will automatically generate and send it on the schedule you defined, no further manual steps needed.
What scheduled email reports do
The Scheduled Email Reports feature lets you:
Automatically generate a PDF report based on your selected project and settings
Send that report by email to one or more recipients
Choose a recurring schedule (weekly or monthly)
Control which sections and insights are included in the report
Once set up, BrandMentions will handle the rest in the background.
How to manage existing scheduled reports
From the Schedule Email Reports dashboard, you can see all your scheduled reports and manage them as needed.
Common options include:
Edit
Change the report sections, schedule (weekly/monthly, day/date), or recipients.
Useful when campaigns or stakeholders change.
Delete
Permanently stop a scheduled report from being generated and sent.
Use this when a campaign ends or a report is no longer needed.
Best practices for automated email reports
Create one report per audience
Example:
“Client A - Weekly Brand Overview”
“Internal - Monthly Executive Summary”
Use clear report names
Include project, frequency, and audience in the title so you can quickly identify each schedule.
Test before rolling out
Start by sending reports to yourself or a small group to confirm content, layout, and timing.