Sharing Account Level Analytics via Email
Modified on: Wed, 7 Dec, 2022 at 9:53 PM
You can share the Account Level Analytics Dashboard via email. When you share the charts using this method, recipients can see charts of their choosing included as images in an email. As a result, recipients can view the charts without having access to the Cision Communications Cloud system.
To Get Started:
|1. Click News|
|2. Click Analytics|
The dashboard of charts that appears defaults to the last 30 days of coverage, but you can enter a custom date range if you choose. Just click either date to adjust the range.
The Analytics Dashboards with related options will appear. In the upper right-hand corner, you will see the ability to:
|1. Change the date range of the coverage you are analysing; the date range defaults to the last 30 days. When analysing news on this page, the start date can go back to the beginning of your monitoring.
IMPORTANT NOTE: This view includes all duplicates as well as Twitter re-tweets. There is no way to exclude these from this view. If you want to exclude them from your charts and graphs, follow these instructions to create your analytics.
|2. View all Analytics Dashboards that have been created|
|3. Select the dashboard you prefer to use for reporting|
|4. Ability to Edit a Dashboard|
|5. Option to Create New Dashboards|
Charts in the Default Dashboard:
Click here for a description of all of the charts available.
Customising your Dashboard Before Sharing:
Click here for information on how to add or remove charts from your view. If you want to make adjustments to the dashboard, such as removing certain charts or renaming them, click here to see how you can Edit the Default Analytics Dashboard or Create a New Analytics Dashboard before sharing it.
|1. Select Email as the method you will use to share the analysis.|
|2. Create the Email by completing the form with a Sender Email Address, Subject Line, Recipient Email Address (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.|
|3. Select whether or not you want this email to be a repeating email alert. Please be aware that this option best suits an analysis in which a future end date or no End Date has been established. This is because you will want the repeated alerts to show updated coverage each time they are delivered rather than the same coverage. Email alerts will show a maximum of 30 days of coverage. The email will reflect this narrower date range if the analysis's start and end dates are narrower than 30 days. 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.|
|4. Click Send to share the charts in the Analytics Dashboard via email.|
Using the Repeating Email Alert Option:
|1. If you choose to use the repeating email alert option discussed above, the analysis and charts in subsequent emails will not change unless the End Date (below) is a date in the future.|
|2. If the End Date is a future date, the charts will show no value for future dates until they become present.|
|3. You will want to end the Email Alert on the same day the dashboard analysis ends.|
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