Viewing, Sharing and Reporting on Account Level Analytic Charts Overview

Modified on: Wed, 7 Dec, 2022 at 4:01 PM

Under the News tab, you’ll find analytics. Analytics takes a high-level view of all the coverage in your account. If you want to verify the realm of all mentions being accounted for in these charts, you may want to view the Keyword Searches set up in your system to bring in mentions.  From the dashboard of charts presented, you can create a custom dashboard view, edit the charts, share the charts and report on them. 

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.

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 would like to exclude them from your charts and graphs, follow these instructions to create your analytics. 

Click here for detailed descriptions of the charts you’ll see here on the Default Dashboard. 

Moving Charts:

If you need to move the charts around and create a new order, hover over the chart title and click.  Once you hold down your mouse on the name, your cursor will turn into a hand icon that allows you to drag and drop the chart anywhere on the dashboard.  The blue line appearing as you move the chart will indicate where it will land if you drop it.

Editing Charts:

If you want to change the chart's attributes, such as the title, frequency and many more before generating a report or sharing the dashboard, click the Cog Wheel.

A page will appear with options for changing various characteristics of the chart. For a list of charts that have additional capabilities beyond the options below.

1. Chart Data-The chart data column will show all of the charts available in the system, with the chart you are currently editing 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.
2. Chart Name-You can give the chart a more meaningful title.
3. Chart Preview– This shows a chart preview with currently applied settings. If you change settings within the editor, you will see a chart preview change to reflect newly applied settings.
4. Type-Use the Type selection box to choose 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.
5. Size-Choose to make the chart size small, medium, or large. The chart size can also be modified ad-hoc on the final version of the dashboard.
6. 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.
7. Data Labels- Hide/Show data labels. Showing data labels will place a value by every data point, share or bar.
8. 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. 
9. Advanced Options- Expand the Advanced Options to modify the chart further. The Advanced Options available vary based on the type of chart you are editing.
10. Frequency– Refers to the frequency of data points plotted along the horizontal access for by-date charts. Selections include daily, weekly, monthly and yearly.
11. Calculation- The type of calculation that should be used to generate chart data points. Options will vary based on the data chart. Example chart options include Total, Momentum, Year Over Year, and Running Total.
12. Filter by Tone– Choose to have the chart calculate and display only positive, negative,  or neutral coverage.
13. 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.
14. Apply a Custom Date Range- Applying a custom date range will restrict the data displayed by the chart to a subset of the date range used by the other charts in the Analytics dashboard.
15. Trash Can- Delete the chart entirely using this option.
16. Click Save

Deleting a Chart from the Dashboard:

To delete any chart on the dashboard. click on the cog wheel icon on the chart you wish to remove.  When the pop-up appears, look for the trashcan icon in the lower left of the screen.

You will get a confirmation message to confirm your request before removing the chart.

Adding a Chart to the Dashboard:

If you would like to add a chart to the dashboard, hover over the section to which you would like to add a chart.  Once you hover over any chart, the following pop-up will appear.

Select add chart, and you will get a list of all charts available in the system.  For a description of each chart, click here.

Downloading an Individual Chart as an Image or CSV:

You can download charts individually as JPEGs or as CSV Files. This is a good option if you want to add the charts to a report that you have pieced together or need the data behind the chart.

1. Click the Download button that appears at the bottom of the chart

2. Choose between downloading the image or the data

The chart will automatically download.

Full-Screen Mode:

Click the double-headed arrow icon to view a chart in full-screen mode.  While in a full-screen view, you can also add notes to the chart.

Working with Data Points:

You can roll over a data point in any graph to reveal the totals for a particular point.

Click on a data point to learn what specific mentions have contributed to the spike or valley in coverage.  Notice that you can even Export this subset of coverage.

Hiding Data Series Prior to Generating a Report:

Before generating the report, you can choose to hide or unhide a series within a graph by clicking on the series in the legend. For example, if you want to hide the Neutral in the Sentiment graph, click on Neutral in the legend. The series becomes greyed out and will not be displayed in the resulting report. To turn a series such as Neutral back on, click it again.

 Generating a Report with Charts:

You can download an Executive PDF or DOC Report that includes all charts in an Analytics Dashboard. Within a dashboard, you can edit each existing chart (covered earlier in this document) and add or remove charts from the dashboard. Changes to the dashboard are reflected in the PDF or DOC report. 

1. Specify the Date Range for which you want to report.

2. Click Download to create an Executive PDF or DOC Report that includes all charts in an Analytics Dashboard.

3. Choose the file format you will use to generate the report.

4. Enter a Title for the report.

5. Select whether or not you want to include a cover page. If you include a cover page, you can upload an image to brand the report to your organisation.

6. Click Download to create the report.

Sharing the Analytics Dashboard via Web Link/URL:

When you share Account Level Analytics Dashboards via Web URL, recipients can click on a link and then interactively see the Analytics Dashboard. Recipients can click on and in data points to see their value and related data without having access to the Cision Communications Cloud system.

Before sharing a dashboard, you can either Customise the Default Analytics Dashboard or Create a New Analytics Dashboard.

Sharing the Analytics Dashboard via Email:

You can share charts in the Account Level Analytics Dashboards via email. When you share the charts using this method, recipients can see all charts included in the dashboard as images in an email. As a result, recipients can view the charts without having access to the Cision Communications Cloud system.

Before sharing a dashboard, you can either Customise the Default Analytics Dashboard or Create a New Analytics Dashboard.

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