Reports allow you to filter and analyze various metrics for your overall reputation management.

Reports are categorized by type, which correspond to the features enabled for your account.

Customizing Reports

Some reports allow you to customize how you display the data. You can save your customizations as new reports for easy access to them at a later date and for automated delivery of them according to a custom schedule. All reports that you customize will be saved under a new category called “Created by Me.”

Creating New Reports

Using the Report Builder, combine modules from different report topics into a custom report that you design. All reports that you create will be saved under a new category called “Created by Me.”

Report Options

To access additional options, click the ellipses in the top, right corner of the report. .

Options include: Download PDF, Download CSV, Schedule, Forward, or Save As New. Any filters that are currently applied to the data set will persist to all review options.

Operations that take time to process large amounts of data may invoke a pop-up window that allows you to either wait for the operation to continue as a download (must stay on the same screen) or to be notified via email with a link to the download (can move to other screens).

Download PDF

Export the current data set into a PDF report. The Title Page of the report includes your account logo, name of the report, time period selected, and locations selected.

Download CSV

Export the current data set into a CSV format.

Schedule

Create a scheduled report to automatically send an email with the current data set as a PDF or CSV attachment to other users within the platform (individual or role) or email addresses outside the account. Specify a report Name, Frequency (Daily, Weekly, Monthly, Quarterly, Yearly), Subject, and Message to include in the body of the email. Emails include a link to download the report as well as a link to launch the report within the platform in order to interact with the data and add customizations (available to users with account credentials).

Scheduled Reports appear as a new report category at the bottom of the report list. If you’d like to send the report as a test prior to the scheduled run time, you can find additional report options in the scheduled report options drop-down.

Forward

Send the current data set via email with a PDF or CSV attachment to other users within the platform (individual or role) or email addresses outside the account. Specify a Subject and Message to include in the body of the email. Emails include a link to download the report as well as a link to launch the report within the platform in order to interact with the data and add customizations (available to users with account credentials). All reports that another user has shared with you be saved under a new category called “Shared With Me.”

From the Admin settings (gear icon), click the Reports tab to download a Reports Overview file, which shows you every scheduled report recipient.

Save As New

Saves your customizations as a new report. Include a name, description, and any customization settings.