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How do I Create Reports?

Create Analysis Reports for a year of coverage.

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Written by Global Trainers

Creating a Year Over Year Analysis

The Total Mentions chart calculation can be changed to show a year over year analysis of coverage. It is important to note that an effective year over year analysis can only be created if your Cision Communications Cloud has been monitoring coverage for at least part of two consecutive years. It is also important to be sure you are including both years of coverage in the analysis.

To begin creating your year over year analysis, you will want to find coverage in your system from part of or all of two consecutive years.

  1. Click the News tab from the toolbar.

  2. Choose the Search tab.

  3. Select criteria for which you will be conducting the year over year analysis.

  4. You will want to include a Date Range in your criteria. The range used will need to include part of or all of two consecutive years.

  5. Click Search to see coverage that meets your criteria.

NOTE: If you have 5,000 News results from your search and have not yet requested that Customer Care increase the number of News results you can see at a time, you will want to consider either contacting Customer Care to increase the number of News results or consider creating the year over year analysis from the Account Level Analytics tab.

If your results are under 5,000 or you are clearly able to see above 5,000 results (indicating that an increase in results has already been requested), you can proceed with creating the year over year analysis.

  1. Click to top check box to include all coverage resultant from your search in the year over year analysis. You have the option to deselect any coverage that should not be included by unchecking.

  2. Click the Analysis button in the upper right-hand corner.

Within the Analysis dashboard, you will want to locate the Total Mentions chart. Once you have identified or created the Total Mentions chart, click the Gear icon within the Total Mentions chart.

An options menu will appear that will enable you to change certain attributes of the chart.

  1. Within the Advanced Options section of the menu, change the Frequency to Monthly.

  2. Next, under Calculation, select Year Over Year to be used.

  3. You will need to specify that the chart uses a custom date range of the most recent year. In doing so, you are letting the chart know which year for which you want to see the comparison. For example, below a custom data range from 12/1/21 to 12/21/22 has been added. This lets the chart know that results for 2021 compared to 2022 should be displayed by the chart instead of vice versa.

  4. Select Save Chart to save your updated choices.

  5. The modified Total mentions chart will be displayed. There will be a calendar icon in the upper left-hand corner of the screen which indicates that a custom date range is being used to influence the chart’s data.

    NOTE: You may want to remove the custom date range once your year over year analysis is complete as the setting will stay until purposefully removed.

  6. Examine the Y-axis of the chart carefully. Because comparison is being used in this calculation, it is possible for there to be negative data points which indicate that there was less coverage during a particular month of the most recent year as compared to the preceding year. A positive data point indicates that there was more coverage during a particular month of the most recent year as opposed the prior year.

Reporting on the Year Over Year Analysis

You can download the Total Mentions chart with the year over year calculation as an image and or data.

To download the year over year Total Mentions charts:

  1. Hover your mouse over the bottom of the chart until an options menu appears and click on the download option.

  2. Select whether you want to download the chart as an image (JPG) or data (XLS). The related file type will download.

Analytics Reporting (PDF/DOC) from Saved Search News Results Overview

You can create a Report with Analytic Charts for a specific set of coverage resulting from a My Coverage Saved Search. Analytic Charts provide you with a way to visually represent coverage.

To create an Executive Report using Saved Search results:

  1. Click the News tab.

  2. Select the My Coverage option.

Click the Saved Search within the My Coverage Searches panel that contains the coverage you would like to report on.

Applying Filters

Apply any additional filters if you want to narrow the coverage included in the report. For example, if your purpose is to create an end of month report for mentions excluding Social Mentions, you can change the Date Range and Origin of coverage using filters.

To apply filters:

  1. Click on the name of the Filter with which you want to work.

  2. Select your desired choices by checking them. A link will appear letting you know how many filters you selected. You can repeat steps 1 and 2 to apply additional filters.

  3. You can remove the filter choices applied by clicking the ‘Clear filters’ link in the dialog box.

  4. You can remove all of the filters applied by clicking ‘Clear All Filters’

Selecting Coverage to Include in the Report

  1. Click the checkbox by the individual news items that you want to include in the report. Or use the top checkbox above the results to select all news items. Selecting news items makes the Options Toolbar available for use.

  2. Select Analysis in the right-hand corner.

The Default Analytics Dashboard of charts will display describing your Custom Set of Coverage.

The Analytics Dashboards with related options will appear. In the upper right-hand corner, you will see the ability to:

  1. View all Analytics Dashboards that have been created.

  2. Select the dashboard you prefer to use for reporting.

  3. Ability to Edit a Dashboard.

  4. Option to Create New Dashboards.

Creating an Analytics Report

Click the download button to create a report with the charts contained in the dashboard.

You will be guided through the steps of creating an Analytics Report:

  1. Choose the file format that you will use to generate the report.

  2. Enter a Title for the report. (Required)

  3. Enter a Subtitle for the Report if you prefer.

  4. Customize your report by selecting the orientation that your report should have. You also have the option to include a cover page. If you add a cover page, you can include summary metrics (total mentions, total reach, total publicity value) on the cover page and/or upload a logo.

    NOTE: The option to include a cover page is on by default but can be deselected.

  5. Click the Next button.

Example Analytics Report

The Analytics Report will automatically download. Below are a few example pages from an Analytics Download.

Sharing a URL of an Analytics Dashboard

Once you have gathered a specific set of coverage as a result of Searching and have clicked the Analyze button, you will have the option to share the dashboard of charts via a password-protected URL. When you share the charts using this method, recipients will be able to click on the URL and open the Analytics Dashboard in a browser window where they can take advantage of the interactive capabilities of the charts. Recipients do not need access to the Cision Communications Cloud to view the charts.

To get started, you will first need to select the coverage:

  1. You can select articles individually by clicking the individual checkboxes located to the left of those news items that you want to include in the analysis. To select all of the articles, click the checkbox above the result set.

  2. Click the Analysis button in the top right corner of the screen.

The Analytics Dashboards with related options will appear. In the upper right-hand corner, you will see the ability to:

  1. View all Analytics Dashboards that have been created.

  2. Select the dashboard you prefer to use when sharing the coverage visually.

  3. Ability to Edit a Dashboard.

  4. Option to Create New Dashboards.

Sharing a Password Protected URL/Web Link of Analytics

Once you selected an existing dashboard to share or created one, click the Share button in the upper left-hand corner.

  1. Select Web as the way you want to share the dashboard.

  2. Create a password for the dashboard. Be sure to share this password with others when you give them the URL.

  3. Click the Generate button to create a URL for the dashboard. Notice that you can turn on a toggle in this section if you want your web link to receive updated data over time.

  4. Click Copy to copy the URL. You can then paste it into the email or document that you plan to share with others.

  5. Select the Close button.

Example of a Password Protected URL Dashboard Share

An Analytics Dashboard shared as a password protected URL gives recipients without access to Cision a visual, interactive representation of the coverage. Recipients can roll over data points and see their value or click into data points to see why they have resulted.

Sharing an Email of Dashboard Analytics

When you share the charts contained in an Analytics Dashboard via email, recipients will be able to see all charts included in the dashboard as images in an email. As a result, recipients can a visual representation of the coverage without having access to the Cision Communications Cloud system.

To get started sharing the charts via email, you will need to select the coverage that you want the charts to analyze:

  1. To select articles individually, click the checkbox by only those clips that you want to include in the analysis. To select all of the articles, click the checkbox above the clips.

  2. Click the Analysis button from the upper right corner of your screen.

The Analytics Dashboards with related options will appear. In the upper right-hand corner, you will see the ability to:

  1. View all Analytics Dashboards that have been created.

  2. Select the dashboard you prefer to use when sharing the coverage visually.

  3. Ability to Edit a Dashboard.

  4. Option to Create New Dashboards.

Once you selected an existing dashboard to share or created one, click the Share button in the upper left-hand corner.

Sharing Dashboard Analysis

  1. Create the Email by completing the form with a Sender Email Address, Subject Line, Recipient Email Addresses (clicking enter after each one), and any Body Text you wish to add. You either enter email addresses individually or paste in multiple email addresses separated by a comma.

  2. Select whether or not you want this email to be a repeating email alert. If you do, turn on the toggle. Please be aware that this option is not well suited for most scenarios in which you have selected coverage following a onetime search as subsequent emails will be analyzing the same selected coverage and the charts will not change. This option is much better suited for Saved Searches.

  3. Click Send to share the charts contained in the Analytics Dashboard via email.

Email alerts will show a maximum of the 30 days of coverage at a time. If the start date and end date of the analysis is narrower than 30 days, you the email will reflect this narrower date range. If there is no End Date associated with the analysis, the charts within the email will show a maximum of days of coverage at a time.

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