How do I create a report?

Congratulations on discovering something intriguing on the dashboard! But now you want to keep a close eye on it? Great! We're thrilled to introduce our report builder, designed to empower you in crafting and delivering reports on a regular basis.

Accessing the report builder is a breeze—just navigate to the left side of your screen and click on the paper airplane.

On the report builder main screen, you will be able to view any reports you have created under the "My Scheduled Reports" section. Below that, you can view any reports you have been added to under the "Shared Reports".

To create a new report, click the "New Report" button on the top right of your screen. This is where you can customize your report!

1. Here you can name your report.

2. This confirms which data set is being used in the report. You can also switch data sources here without having to navigate back to the Insights Explorer.

3. Flexibility remains key—apply any filter that you can apply in the Insights Explorer. These filters are your toolset for fine-tuning your data set, isolating specific subsets of information with ease.

4. This is where you can customize which highlights are in your report.

For your report, you can select up to 8 highlights per report. Here are the customizable pieces:

1. Category or Issue view

2. Insight Type:

   1. Top: Ranked by volume, high to low

   2. Emerging: What issues have increased the most from the previous time period

   3. Specific: You can select a specific issue to highlight.

3. Metric:

   1. Volume

   2. Sentiment

As you select your highlights, you can see a preview of your report on the right-hand side.