Summrly Team




HOWTO
How to Produce Performance Reports by Pulling Data From Multiple Accounts?

Impress Clients with AI-Powered Insights — Build a topic-based website with Summrly and generate professional performance reports in minutes
1
Welcome
Get started with Summrly
2
Create Your First Topic
Set up your content focus
3
Add Keywords
Optimize for search engines
4
Brand Details
Tell us about your business
5
Complete Setup
Start creating content

Get Started with Summrly

Let's get you set up with your first content topic. This will only take a few minutes.

What to Expect

We'll guide you through 5 simple steps to create your first content topic:

  1. Choose a topic - The main subject you want to create content about
  2. Add keywords - Terms your audience searches for
  3. Set brand details - Tell us about your business
  4. Select template - Choose your content layout
  5. Start creating - Generate your first content

Published on: | Author: Summrly Team

How to Produce Performance Reports by Pulling Data from Multiple Accounts?

Spending hours compiling Instagram, TikTok, and Facebook stats for client reports? Manual spreadsheets are error-prone and time-consuming. With Summrly, you can generate polished, insightful performance reports in minutes. Just input key metrics from each platform, and AI creates a professional summary with trends, wins, and recommendations — so you showcase results without the busywork.

Why a Content-First Website Solves This

Your report is proof of value. A content-first approach means generating the narrativebeforedesigning the deck. Summrly uses your raw data to craft compelling summaries — like “Engagement increased by 42% due to Reels strategy” — so you turn numbers into stories that impress clients and justify your fees.

Step-by-Step Guide
  1. Create Your First Topic: Enter the client or campaign like “Q2 Social Performance” or “Brand X TikTok Growth.”
  2. Set Up Your Content Focus: Choose platforms (Instagram, TikTok, Facebook) and KPIs (engagement, reach, clicks).
  3. Add Keywords: Include goals like “increase follower growth,” “boost website traffic,” or “improve CTR.”
  4. Brand Details: Add current vs. previous metrics, campaign highlights, and client objectives.
  5. Complete Setup: Get AI-generated report content with executive summary, insights, and next steps — ready to insert into your template.

Enter the campaign name below to generate your first performance report — and turn data into client-winning insights.

Case Study: Morgan’s Agency

Morgan spent 5+ hours weekly building reports for 4 clients. She used Summrly to input Q2 metrics for a beauty brand: Instagram engagement up 38%, TikTok reach doubled, website clicks +52%. In 9 minutes, she had a 10-section report with summaries like “Reels drove 70% of new profile visits” and “Top-performing content: Skincare Routine Tips.” She added charts and sent it. The client renewed early and increased their budget by 30%.

FAQs
  • Can I generate reports for multiple clients?
  • Yes. Repeat the process for each client — all reports are unique and tailored.
  • Do I need to connect APIs?
  • No. Just input key metrics — no technical setup required.
  • Can I customize the tone?
  • Absolutely. Choose professional, enthusiastic, or data-driven — then edit as needed.
  • Does it include recommendations?
  • Yes. AI suggests next steps based on performance trends.
  • Can I export to PDF or Google Docs?
  • Yes. Copy the content into any format — fully editable and presentation-ready.
Summary

A great performance report builds trust and secures renewals. With Summrly, you can generate insightful, client-ready reports in minutes — not hours. Just input your data, let AI craft the story, and focus on strategy, not spreadsheets.

Stop drowning in data. Enter your campaign now and generate your first AI-powered performance report in under 10 minutes.

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