View or download a report anytime from search results (Media, Reports and Tools only).

  • Search reports let you track down something specific – beyond the regular monitoring set up in your folders. If you already have a folder set up to track the news you want to report on you can run a folder report.

Step 1 – Run a search for the topic you want to report on.

Step 2 – Refine the results included your report by using the filters. To set a custom date range, click to expand ‘Filters’, then click ‘More’ and under the ‘Date’ heading click ‘Custom’ and enter the dates you want.

Step 3 – Click ‘Reporting’, on the right of the screen.

Create report

Step 4 – Click ‘Create report’.


Step 5 – Select the options you want from the ‘Create report’ tab.

Select template – You can have a logo or image at the top of your report. Choose the one you want from the drop down. Here’s how to create a template.

Format – Click on the format you want to get the report in, a green tick will show you which one is selected. Depending on your choice the options below will update.

  • HTML reports appear in the body of the email so are smartphone and tablet friendly and can be edited.
  • PDF reports are a print friendly format that are delivered as an attachment.
  • CSV reports give you the raw data and can be opened in any spreadsheet application for editing.

Report options – Click to add and remove the sections you want/don’t want included in the report, a green tick will show you which ones are selected.

Choosing from the wide range of report options lets you tailor reports to their different purposes. Here’s a summary of each of the different sections you can choose to include in your reports.

  • HTML and PDF report options
  • CSV report options

Choose action – Choose whether you want to view the report or have it emailed to you.


Step 6 – Click the ‘Create report’ button.

  • HTML reports will open so you can view them in a new tab and click ‘Email report’ to send it to yourself. PDF and CSV reports will download.
Related Articles