School Holiday Client Mid-Term Report - Summer

Set Up

You will only use this procedure during the long summer holiday period. Usually approx first week of January or as soon as you get an opportunity.

You will get a task reminder to do this.

Allow approx. 1/2 hour to complete this per client

Open your Summer School Holiday Mid-Term Report Stat document to complete
Add in client names and region page names, etc to be ready to get all the stats
Open Google Analytics go to Reports | Pages and Screens and put in reporting dates
Get all overall stats and put in reporting document
Work through each link (clients and regional pages) in the report and add stats
Open Google Search Console and put in reporting dates
Get all overall stats and put in reporting document
Work through each link (clients and regional pages) in the report and add stats
In Analytics go to Explore | External Link Clicks - add dates and export to search on the export (keep the export open if doing other reports and when finished save in Stat folder)
Check status of Google keyword rankings

Then open Facebook Hibiscus Coast page - Meta Business Suite |Content
Put in your relevant dates
Export Data - Lifetime | Post | Creation date
Tick for all 3 pages required (Hibiscus Coast, Linku2 School Holidays, Linku2 Waikato)
Download
Open download - don't convert
First sift through and delete all posts not relevant for school holidays or reporting here (hold shift and click on each post to highlight then delete)
Add in first column and put in client name
Delete not needed columns
Sort by client
Copy into your main spreadsheet
Put rows between each
Put Totals sums for first one
Copy and paste totals row under all other clients

Then go to CRM
Open each client
Email | Send Email | Select template - SCHOOL HOLIDAYS - CLIENT - Summer Mid-Term Stat Report
Complete email and send
Go to Board and add link to the mid-term spreadsheet to the task to report
Move the task to completed