A report template determines what your report will look like: which charts it includes, how mentions are grouped and sorted, how much text is shown, which data about each article is displayed, as well as the logo and document title. Once created, a template can be used both for scheduled reports and for manual exports from the feed.
How to open the template builder
- In the "Reports" section, select a feed and click "Add" → "Create custom report".
- In the "Create report" form, click "Create a new template" under the "Template for mailing" field.
- The "Create a template for a report" wizard opens with four steps: "Main", "Chart selection", "Display", "Preview".
Step 1. Main
- "Template name" * — what the template will be called in lists (required field).
- "Document name" — the heading that will appear in the report.
- "Logo" — click "Choose file" to add your company logo to the report.
Click "Next".
Step 2. Chart selection
Select the charts that will be in the report. They are grouped by analytics pages (2): "General Analytics", "Social Media Analytics", "Media Analytics", as well as your custom pages. A tick next to a page name selects all its charts (3), and next to an individual chart — only that chart. The number of selected charts is shown next to it, for example "13 / 13".
If the set of charts you need is not there, first put it together on a custom analytics page — it will appear in this list.
Step 3. Display
Here you set up how mentions are shown in the report.
| # | Setting | Options |
|---|---|---|
| 2 | Switches | "Separate media and social", "Show article content", "Show duplicates", "Short abstract", "Wider abstract". |
| 3 | "Text display mode" | First paragraph, Full text, Part of text with keyword, Without text, Without news (charts only). |
| 4 | "Message grouping in report" | By keywords, By subtopics (if enabled), By media types, By tags, By regions, By countries, By cities, By tone, By role. |
| 5 | "If news repeats" | Display for each group; Show only for the first group, hide for subsequent; Show only for the first group and write "look above" for subsequent. |
| 6 | "Sort grouped mentions" | Release date, Processing date, Title, Duplicates, Source visitation, Average visitation, Tone, Role, Media type. |
| 7 | "Translation language selection" | Default, Ukrainian, English, Romanian, Polish, Russian, Hungarian, Croatian, German, French, Spanish, Italian. |
| # | Setting | What it does |
|---|---|---|
| 1 | "Column list (for XLS)" | Which columns will be in the Excel file. |
| 2 | "Sort direction" | Ascending or Descending. |
| 3 | "Filter articles for automated reports" | By release date or By posting date (date added to the system). |
| 4 | "Article information" | Which data to show next to each mention: Date, Time, Source, Repeat count, URL, Visitation, Average visitation, Role, Tone, Author, Media type, Country, Region, City, Level, Subject, Tags, Subtopics, Social audience. |
| 5 | "Chart size" | Small or Large. |
| 6 | "Font size" | Small, Medium or Large. |
| 7 | "Highlight keywords" | Highlight keywords in the mention text. |
| 8 | "Block order" | Arrange the "Content block", "Chart block" and "Article block" in the order you need using the arrows or drag-and-drop. |
Step 4. Preview and saving
At the last step, check how the template looks and click "Save". The saved template immediately becomes selected in the "Template for mailing" field, and an "Edit" link appears next to it.
Frequently asked questions
Where else can I use my template?
A saved template appears in the list of templates in the "Download Publications" window in the feed, so you can also export reports with it manually.
How do I change a template?
In the report form, select the template in the "Template for mailing" field and click "Edit" on the right.
Why is there no mention text in the report?
Check the "Text display mode" field — "Without text" or "Without news" may be selected.
If you need more help, write to the support chat or contact your manager.
