Step-by-step guide to media monitoring reports
Navigate to Report Library
- Click on Manage
- In the reports library click the Create new report button
- Choose a name for easy identification.
Configure Your Report In Edit report window
- Select time period: Choose the time frame for the content you want to include.
- Source: You can source content from:
- The current Clipbook
- One or more Stored Collections
- And one stored search profile
- Select Report Format that best suits your needs:
- HTML: Ideal for sharing as an email.
- PDF: Creates a multipage PDF that includes images of all press clippings and online content.
- Excel: Allows users to customize and analyze the report further.
- JSON: Useful for integration with other applications, similar to Excel
Tip: If you need a Word document, choose HTML format.
Depending on the format, different configuration options are available.
As setting up reports can be complex, all changes are recorded so you can return and modify your report across multiple portal sessions.
1. HTML report
- Choose a Template: Select from the proposed templates.
- Specify Headings: Define up to three headings (e.g., country, language, media type, media category, sentiment) to appear above the articles. You can customize the article order in the feadings by clicking the Heading Order button.
- Order Articles: Arrange articles within the optional headers in ascending or descending order.
User can also manually move articles inside the headers to make sure they are in a desired order by clicking the Custom Report Article Order button.
Additional Options:
- Show article images.
- Group similar articles.
- Add a header or footer using our AI assistant, Clari. For example, prompt Clari with "Summarize this report into a 300-word extractive summary" to generate content for the header or footer.
- Choose to render it as HTML or Word (RTF).
- Optionally write and format reports header and a footer
2. PDF report
-
Write name for the heading
- Write in a sub-heading
- Choose a template master image: Select from the proposed or upload your own
- Specify Headings: Define up to three headings (e.g., country, language, media type, media category, sentiment) to appear above the articles. You can customize the article order in the feadings by clicking the Heading Order button.
- Order Articles: Arrange articles within the optional headers in ascending or descending order.
User can also manually move articles inside the headers to make sure they are in a desired order by clicking the Custom Report Article Order button.
Additional Options:
- Include a cover page image - allows you to add a cover image at the beginning of your report.
- Include a contents page - adds a table of contents to your report.
- Include page numbers - includes page numbers on each page of your report.
- Remove underlining - emoves any underlining in the text
3. Excel Report
- Configure Excel columns: You can choose which fields will be shown in the Excel report next to the article title. You can choose to add the following fields: country, language, media type, sentiment, media category, and publication date.
4. JSON Report
- Configure JSON fields: You can choose which fields will be shown in the JSON output. You can choose to add the following fields: country, language, media type, sentiment, media category, and publication date.
Finalise and Generate the Report
- Once you have finished setting up your report, you can preview it and make any necessary changes. When you are satisfied with the final version, click save and close the edit report window.
- Your report will be stored in the reports library with an "in progress" status.
- Click the Generate button. The portal will start generating your report, and you'll be notified by an "!" icon when it's ready.
- Once the report has a "Complete" status, you can download it. The status will then change to "downloaded".