Reports

How do I compare performance month over month?

On Statistics → Trends tab there is a Compare with toggle. Choose:

  • Previous month
  • Previous quarter
  • Previous year

Graphs get a second line for the previous period plus a percentage difference per metric. Ideal for monthly reports to the client: "+12% engagement vs last month, +35% year over year."

Related

More on reports.

What is the difference between Statistics and Reports?

Statistics (Statistics page) — interactive dashboard with live data about your entire portfolio: workload, tenure, desig…

How do I read the Statistics page?

The Statistics page shows four main sections: - Workload — open and completed tasks per team member; shows who is overl…

What are "top clients" on the Statistics page?

The top-clients ranking shows which clients generate the most activity, based on three metrics: - Most open tasks — cli…

How do I generate a monthly report for a client?

Go to Tools → Monthly report. Select: 1. The client — only active clients appear in the list. Clients with a Metricool …

What's exactly in a monthly report?

The automatically generated monthly report contains — depending on what's connected: - Cover page with client name, per…

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