# Create and share reports (PDF and CSV)

> Open Report and press "New report". Choose the document (Simple, Detailed or both) and the channels, the content (a ready preset or your own sections), the period and a name. Bynor generates it in the background; when it is ready you download it as PDF or CSV, share it with a link valid for 7 days, or send it to your client's portal. An AI written summary can be added on request, without using AI credits.

Source: https://bynor.ai/guide/reports.html · Section: Analytics and reports · Updated: 2026-10-15

## Create a report

1. Open **Report** in the sidebar and press **New report**.
2. **Document and channels**: choose **Simple** (to send to your client: it tells the story, with the numbers backing it up), **Detailed** (to keep and work from: charts, tables and the metrics in full) or **Both**, then the channels to include.
3. **Content**: pick a preset (**Client summary**, **Proof of work**, **Editorial meeting**, **Community only**, **Full analysis**) or choose the sections yourself. You can save your choice with **Save as template**.
4. **Period and name**: choose the dates and give the report a name.
5. Confirm. The report is generated in the background and Bynor tells you when it is ready.

One report at a time can be in progress for each brand.

## Read and download

Open the report card to read numbers, charts and summary inside Bynor. Then:

- **Download** the PDF, laid out and ready to send.
- **Download CSV** for the raw data.

Reports stay in the list: you can reopen or download them again whenever you want. Cards show the status, such as generating, error or new.

## Add a written summary

You can ask Bynor to add **a written summary** that explains the numbers in plain words. It is optional and does not use AI credits.

## Share with a client

- **Share** creates a link anyone can open, valid for **7 days**. Press **Revoke link** to close it earlier. Regenerating the report also revokes the old link.
- Send the report to the [client portal](https://bynor.ai/guide/client-portal.html), where your client finds it together with plans and upcoming posts.
- From the Business plan, **report branding** lets you put your agency's look on the report.

## A report for a single post

From Claude or ChatGPT, through the [MCP connector](https://bynor.ai/guide/bynor-in-claude-and-chatgpt.html), you can also ask for a PDF report of a single post, from the day it went out to today.

## Frequently asked questions

### Can I export social media reports to PDF?

Yes. Every report can be downloaded as PDF, and its data as CSV.

### Can I schedule a monthly report?

Create a new report at the end of each month with the same template: it takes a minute. Doing it at a fixed date is the simplest way to show results over time.