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How To: Set Up Automated Reports

Automate Reporting in Trendalytics

Trendalytics automated reports deliver recurring TrendPulse insights to your inbox, making it easy to stay up to date. You can schedule reports to run weekly or monthly, depending on the cadence that best fits your workflow.

TL Tip: Align your report schedule with the Trendalytics data refresh cycle for the most up-to-date insights: choose monthly for Google Search data and weekly for Social Media data.

The foundation of your automated reports are the "saved filters" you create within the Trendalytics platform. These filters allow you to specify exactly what data you want to track.

How to Create a Saved Filter

Before you can define your specific filters for automated reports, you'll first create a "saved view" in Trendalytics. This view captures your initial selections and serves as the base for your detailed filters.

  1. Navigate to TrendPulse
  2. Apply Initial Selections: Use the top-level drop downs to narrow down the data to your area of interest (ie. Women's Tops) and date selections.
  3. Save your Selection & Name Your View: Select the three-dot menu in the upper-right corner, then choose Save as New Filter. Enter a clear, descriptive name, such as "Women’s Tops Trends".
  4. Save: Select "Save" to create your saved view.

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Choose a Reporting Frequency

Open the Sets dropdown and select Saved Filters to view all saved filters. Locate your new filter, select the down arrow next to it, and choose Email Alerts. Then, select a reporting cadence that aligns with the refresh schedule for the data in your saved filter.

  • Weekly reports: Recommended for filters that include TikTok, Instagram Reels, and YouTube Shorts data, which refresh weekly.
  • Monthly reports: Recommended for filters that rely on Google Search data, which refreshes after the end of each month.

You can also share the automated report with other Trendalytics users on your team to keep everyone informed.

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What Your Report Includes

Once your email alerts are set up, each automated report is delivered directly to your inbox and includes:

  • A link to the associated saved filter in Trendalytics 

This makes it easy to jump back into the platform and explore the data in more detail. If you’d like to download an Excel export, open the saved filter in Trendalytics, select the three-dot menu in the upper-right corner, and choose the download option.

Benefits of Automated Reporting

Automated reports help your team:

  • Reduce manual reporting and export tasks
  • Maintain a consistent cadence for reviewing trend insights
  • Access both interactive platform views and spreadsheet-ready data
  • Monitor emerging trends, market shifts, and consumer behavior more efficiently

Best Practices for an Efficient Reporting Workflow

  • Sync with Data Refresh: Align your reporting distribution with the Trendalytics data refresh cycle. By pulling the data immediately after the refresh, you can gather the freshest possible insights.

Need help setting up specific filters? Contact your dedicated Customer Success Manager for support!