You can use the report template when the standard format does not meet your requirements and you need advanced report settings.
To create a template, you need to go to the Alerts section:
Go to Report settings. Add a new report and select Create a new template
You then go on to set up your template, where you need to specify the following parameters:
Basic settings
o Template name – what it will be called in the system.
o You can also add a Document name - the report will have this name when it is downloaded
o Your logo
Graph selection
Next comes the graphs setup - the graphs come from the Dashboards section, so all your widgets and graphs will be available here. You can select all of them at once or only those that interest you.
Visualization
the overall report visualization is configured here, namely how and what information will be displayed in the report:
Separate Media and social networks means grouping the mentions by types of media and social networks and displaying them separately in the report.
Show table of contents: here, you can specify the need to display the table of contents in the document and display the tone of voice and name of the source in the table of contents.
Show duplicates: This slider is responsible for displaying duplicates in the report. If it is not active, the report will arrive without duplicates.
Group under the original means that all duplicates will be displayed under the original news.
Message display mode: if it is not necessary to display the entire publication and you only need annotations, you can select the appropriate option. Here, you can configure a report without news text, only graphs
Grouping messages in the report: configure convenient grouping by such parameters as keywords, media type, tone of voice, or countries
If the news repeats: If the publication parameters correspond to several research objects and there is no need to fully display it in each object in the report, you can choose one of the listed output points:
Display for each group - the publication will be displayed in full text in all objects.
Show only for the first group, do not display further - it will be displayed in full text only in the first (in order) object of research, it will not be displayed in any way in others.
Show only for the first group, in others write "see above" - the publication will be displayed in full text only in the first (in order) research object, and in others only as the title with a link, and instead of the text - "see above".
Sorting within grouped messages will allow you to sort publications by date (from earlier to later), by the number of reprints (from larger to smaller), by audience (from larger to smaller), and by other options for sorting within these research objects.
Article information is all the technical information about the publication that can be displayed in the report. You can select all options at once, or only those most suitable for the report. The link to the article is embedded in the source name by default, but if you want to display the full link to the article, activate the "link"
Graph and font size: allows you to choose small or large graphs or one of three text sizes for the report.
Highlighting keywords: here, you can set the desired color for highlighting the keywords
Specify the order of block output: to change it, drag the blocks or click on the arrows next to the block name.
Preview
Before saving, you can view the finished template in the preview using the example of a test thread. It is an example of a template view. To view the template that was configured, you should download the report from the news feed.
After setting all parameters, you need to Save the template, and you can configure an automatic report based on it. The new template will be available in Mailing Templates and your feed when you download reports:
