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Social Media History Report

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Description

The Social Media History Report allows users with access to view all social media post activity and download it to an Excel file.

How to View the Social Media History Report

  1. Select Social Media History Report from the inSight dropdown menu.

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  2. The Social Media History Report opens.

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  3. Select the report parameters from the Posted Date, Branch, and Team/Agent dropdown menus.

    • Posted Date: This is the date the social media item was posted.

    • Branch: The user can select a specific branch for the report.

    • Team/Agent: The user can select a specific team or agent, or choose all of them for the report.

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  4. Click Run Report.

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  5. The Social Media History Report opens.

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Click Excel Export to download the report results to an Excel file.

Columns

Column Name

Description

Template Name

Lists the name of the Content Library template used for the post.

Posted By

Provides the name of the person who posted.

Social Media Site Posted To

Lists the specific site that was posted to: Instagram, Facebook, or LinkedIn.

Date Posted

Lists the date the social media post was made.

Link

Provides a link to the graphic used in the post.

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