Viewing and Analysing Saved Search Results Overview
Modified on: Fri, 27 Jan, 2023 at 12:15 PM
Once you have created a Saved News Search, you can easily access the search from your My Coverage page. There, you will have your choice to view results of your Saved Search through several different views. One of the views is an Analytics Dashboard which can be shared or used to generate a report.
- Click on News
- Then on My Coverage
Selecting a Saved Search
The top left panel displays all of your Saved Searches, along with a few system defaults. The defaults we’ve included for you are Last 30 Days and Email Alert searches. Below these defaults, you’ll find your own Saved Searches. Click on a Saved Search to see the news associated with it.
Filtering A Saved Search
- Below the Saved Searches panel, you will find the Filters panel. Filters will help you zero in on a specific set of news by making selections from various filters.
- Since there are quite a lot of Filter options available, the My Coverage Saved Searches panel above the Filter panel can be resized enabling you to see more Filters at a time if you prefer.
To create a specific segment of News using the Filters panel,
- Click on the name of the Filter with which you want to work.
- Select your desired choices by checking them. A link will appear letting you know how many filters you selected. Repeat steps 1 and 2 to apply additional filters.
- You can remove the filter choices applied by clicking the ‘Clear filters’ link in the dialog box.
Changing the Clip Panel View
In the upper right-hand corner, you will see several view options and the ability to save the view you prefer most as the default.
- Profile View: This is the system default showing all of the clips in the left pane and the detail about each clip in the right pane.
- Grid View: Shows all of the clip data in columns. The columns of data that appear and their order can be customized as you will see in the next section. Click here to learn more about how to customise the grid view.
- Analysis View: Displays selected clip data in a dashboard of charts.
The Profile View
The Profile View is the default view used in the Cision Communications Cloud unless you set another view as the default.
In this view,
- The left-hand pane will show all of the results for the selected Saved Search.
- The right-hand pane will show data associated with the clip selected in the right pane.
The Grid View
If you chose to use the grid view, you can customize the grid to show the data about each clip in the order you prefer.
To create a custom grid view, begin by clicking on the Grid icon.
Next, use the Gear icon to select which columns of information you would like to display and determine the column order.
- Click the Gear icon which appears under the Grid icon
- Use the Grid Settings menu to customize your view
- Uncheck any columns that you do not want to see displayed
- Drag and drop columns in the order you prefer to see them in the grid view
- Click Save
The Analysis View
The Analysis View will show a default dashboard of charts describing the coverage contained in the Saved Search results. Note: The image below only shows a portion of the charts that will appear in the view. For a full list of charts and descriptions click here.
- Click Add Chart to add or remove a chart from the default dashboard. Click here to learn about Editing the Default Dashboard. The additional icons to the right of the Add Chart (in order) are: Ability to condense a section of the dashboard, ability to move an entire section of the dashboard up or down and the Cog Wheel allows you to edit a section heading.
- Click New Dashboard to create an additional view with only charts of your selection. You can as many dashboards as you like. Click here to learn more about creating New Dashboards.
- Click the Cog Wheel to edit an individual chart. Learn more about Editing Charts below.
- Clicking Share will enable you to share the active dashboard via Email or Web Link/URL. Click here to learn how to Share the Dashboard via Email Click here to learn how to Share the Dashboard via Web Link/URL.
- Use the Download button to generate either a .pdf or .doc report that includes the charts in the active dashboard. Click here to learn more about Creating a Report with Analytics Charts.
To move a chart around, click on the name of the chart and your cursor will turn into a hand icon. You can drag and drop that chart anywhere on the default dashboard. A blue line will indicate where the chart will land when dropped.
If you want to change the attributes of the chart such as the title, frequency and many more prior to generating a report or sharing the dashboard,
- Click the Cog Wheel button.
A page will appear with options for changing various characteristics of the chart.
- Chart Data-The chart data column will show all of the charts available in the system with the chart you are currently editing be highlighted within a list of all charts available within the system. Note that the chart data column also has a Search field that will enable you to find a chart by name if your purpose is to display an entirely different data chart.
- Chart Name-You can give the chart a more meaningful title.
- Chart Preview– Shows a preview of the chart with currently applied settings. If you change settings within the editor, you will see chart preview change to reflect newly applied settings.
- Type-Use the Type selection box to chose the type of chart. While the choices will be specific to the chart with which you are working. Choices often include Line, Bar, Donut, Stacked Bar, and Stacked Area. A Horizontal Bar option is available for some charts such as Mindshare. Coverage map charts will have choices of Map-US, Map-Global, and Map-Europe.
- Size-Choose to make the chart size small, medium, or large. The size of the chart can also be modified ad-hoc on the final version of the dashboard as well.
- Annotations-Hide/Show Activity Annotations. Showing Activity Annotations will show Email Distributions, Social Posts, Activities, and PR Web Releases along the bottom of the chart so that you can easily compare press pick up with your PR efforts.
- Data Labels- Hide/Show data labels. Showing data labels will place a data value by every data point, share or bar.
- Max Series– Choose the number of series you want the chart to display in the legend. By default, the Max Series is set to 10. You can expand the Max Series to 20.
- Advanced Options- Expand the Advanced Options to further modify the chart. The Advanced Options available vary based on the type of chart you are editing.
- Frequency– Refers to the frequency of data points plotted along the horizontal access for by date charts. Selections include daily, weekly, monthly and yearly.
- Calculation- The type of calculation that should be used to generate data points of the chart. Options will vary based on the data chart. Example chart options include Total, Momentum, Year Over Year, and Running Total.
- Filter by Tone– Choose to have the chart calculate and display only positive, negative, or neutral coverage.
- Filter by Company Search– Restrict the chart to show only articles and mentions that have been tagged by a specific Company Analytics Search. Click here to see more about Company Analytics Searches.
- Apply a Custom Date Range- Restrict the chart to displaying data for a subset of the data range used for the other charts in the Analytics dashboard.
- Trash Can- Delete the chart entirely using this option.
- Click Save
Downloading an Individual Chart as an Image or CSV
You have the option of downloading charts individually as JPEGs or as a CSV File. This is a good option if you want to add the charts to a report that you have pieced together yourself or just need the data behind the chart.
- Hover over the chart you would like to download
- A pop up will appear near the bottom that has a download icon
- Select if you wish to download the chart or the data
The image or data will automatically download.
Creating a full Analytics Report with all Charts
Click here to learn how to create an Analytics Report from Saved Search Results
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