Ad-hoc report templates allow you to easily customise media insights reports by selecting from a range of chart and content options to visualise and present your media coverage in easy to digest ways (Reports and Tools only).

Step 1 – Click on your profile icon at the top right and click ‘Reports’ on the overlay.

manage-profile-settings

Step 2 – Click on the ‘Ad-hoc reports’ tab.

Ad-hoc report tab

Step 3 – Click ‘Create ad-hoc report’ in the grey bar at the bottom.

Create ad-hoc report button

Step 4 – Select the options you want from the ‘Report builder’ overlay. It updates as you make changes, so what you see is what you’ll get!

Report title – Enter the text you want to appear at the top of the report.

Adhoc report title

Format – Click on the format you want to get the report in, a green tick will show you which one is selected.

create-report-format
  • 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.

Depending on your chosen format, the options will update.

HTML AND PDF REPORT OPTIONS

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

Adhoc report template

Date range – Choose a preset period, or enter a ‘Custom’ range using the calendar.

Adhoc report date range

Sections – Now the real fun begins! Choose a type of section to include from the drop down and click ‘Add’… then repeat for each new section you want in your report.

Adhoc report sections
  • You can reorder or remove sections at any time.
Adhoc report reordering sections

The options differ depending on the type of section you choose:

News

Choose a folder, how you want the clippings to display and give the section a heading.

Adhoc report news section
Data: compare folders (Tools only)

Choose the ‘type’ of data (chart or table):

  • Volume: compare folders
  • Sources: compare folders
  • Content types: compare folders

Choose the ‘folders’ you want to compare, just start typing and select them from the drop down.

Choose the ‘format’ you want the data to display in:

  • Bar chart
  • Bar chart with table
  • Stacked bar chart
  • Stacked bar chart with table
  • Donut chart
  • Table

Section title: Give the section a heading.

Adhoc report compare folders
  • You can rearrange the order of the folders by dragging and dropping them.
  • You can edit the colour the folders display on the chart. Just click on the coloured square and use the colour picker or enter the HEX code.

Here’s an example:

Data: compare period (Tools only)

Choose the ‘type’ of data (chart or table):

  • Volume: compare periods
  • Sources: compare periods
  • Content types: compare periods

Choose the ‘folder’ you want to compare from the drop down.

Choose the ‘format’ you want the data to display in:

  • Bar chart
  • Bar chart with table
  • Stacked bar chart
  • Stacked bar chart with table
  • Table

Section title: Give the section a heading.

Adhoc report compare periods
  • You can edit the colours the periods display on the chart. Just click on the coloured square and use the colour picker or enter the HEX code.

Here’s an example:

Data: single folder

Choose the ‘type’ of data (chart or table):

  • Volume: single folder
  • Sources: single folder
  • Content types: single folder
  • Tags: single folder (Tools only)

Choose the ‘folder’ you want from the drop down.

Choose the ‘format’ you want the data to display in:

  • Bar chart
  • Bar chart with table
  • Donut chart (not available for ‘volume’)
  • Table

Tags chart options (Tools only):

  • Stacked group by tag group
  • Group by tag group

Section title: Give the section a heading.

Adhoc report single folder
  • You can edit the colour displayed on the chart. Just click on the coloured square and use the colour picker or enter the HEX code.

Step 5 – Click ‘Email to me’ to send yourself your fancy pants report.

You can update the ‘date range’ and rerun the report whenever you need to. You can create a range of different templates depending on your requirements.

CSV REPORT OPTIONS

Date range – Choose a preset period, or enter a ‘Custom’ range using the calendar.

Adhoc report date range

Sections – Choose a type of section to include from the drop down and click ‘Add’… then repeat for each new section you want in your report.

Adhoc report CSV sections
  • You can reorder or remove sections at any time.
Adhoc report reordering sections

The options differ depending on the type of section you choose:

CSV: Tag summary (Tools only)

Choose the ‘folder’ you want from the drop down and give the section a heading.

Adhoc report CSV tag summary
CSV: Article list

Choose a folder, how you want the clippings to display and give the section a heading.

Adhoc report CSV article list

CSV options:

  • Hide duplicates: When selected, only the primary version of an article is included, duplicates (‘Also from’) are excluded.
  • Show tag details (Tools only): When selected, individual articles will show any tags and sentiments that have been applied to it.

Step 5 – Click ‘Email to me’ to send yourself your CSV report.

You can update the ‘date range’ and rerun the report whenever you need to.

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