A marketing report isn’t just charts and number, it’s the story of your brand’s progress. With BrandMentions, you can build a rich, data-driven overview that shows trends, campaign performance, sentiment shifts, competitive insights, and strategic recommendations.
This guide walks you step-by-step through creating, customizing, and sharing a full marketing report so stakeholders, teams, or clients see the full value of your social listening efforts.
✅ Step 1: Define Your Report’s Purpose & Scope
Before you generate anything, decide:
Audience: Is this for executives, marketing, PR, or clients?
Timeframe: Weekly, monthly, quarterly, or annual?
Focus Areas: Brand mentions, sentiment trends, competitor comparisons, top authors, performance by channel, etc.
Segmentation Needs: Do you want to isolate negative mentions, campaign-related spikes, or geographic breakdowns?
Your report will be more compelling when it’s tailored to audience priorities rather than being a catch-all.
🛠 Step 2: Access the Reports Section
Log in to your BrandMentions dashboard.
In the left-hand menu, click Reports to open the Reports module.
You’ll see a list of existing reports (if any) and options to Create New Report, Schedule, or Share.
🎨 Step 3: Apply White Label Branding
For agencies, consultants, or teams that report to clients, BrandMentions offers White Label Reports, a premium feature that lets you personalize your reports with your own branding.
You can:
Replace the BrandMentions logo with your company or client logo.
Customize report colors, headers, and footers.
Add your contact information or agency tagline.
Deliver reports that look fully branded and professional.
This feature makes your reports presentation-ready, enhances credibility, and strengthens your brand identity.
📐 Step 4: Build the Report Components
Within the Reports section, you can assemble all the relevant building blocks:
Select Project(s): Choose which brand or campaign projects to include.
Choose Date Range: Align with your scope (e.g. last month, quarter).
Pick Segments: Filter by sentiment (positive, neutral, negative) or source (social, news, blogs) to surface relevant insights.
Select Metrics & Charts: Include mention volume, sentiment distribution, reach, top authors, top sources, share of voice, etc.
Add Comparisons: Use the Comparison or head-to-head section to benchmark metrics against competitors. (This helps you place your performance in context.)
Customize Layout & Visuals: Rearrange charts, add text sections, customize colors or branding elements (with white-labeling if needed).
📊 Step 5: Use the Comparison Section for Competitive Insights
One of BrandMentions’ standout capabilities is the Comparison module:
Compare your brand against one or more competitors across all metrics: mention volume, sentiment, reach, top sources, and more.
Spot where competitors are outperforming you perhaps in sentiment, specific platforms, or author reach.
Use these insights to fuel strategic pivots, content ideas, or positioning adjustments.
Placing competitive context inside your marketing report turns it from internal metrics into actionable business intelligence.
🔄 Step 6: Generate, Schedule, and Share
Once your report setup is ready:
Generate PDF or Excel: BrandMentions supports both formats. PDF is ideal for polished delivery, Excel is useful for further analysis.
Schedule Email Reports: Automate delivery (daily, weekly, monthly) to yourself or stakeholders.
Share via Link: Create shareable web links to the report. Great for external partners or clients.
💡 Step 7: Interpret & Annotate
A great report doesn’t just present data, it tells a story. As you build it:
Add narrative text explaining trends: “Mentions spiked after Campaign X launched,” “Sentiment dipped following negative press,” etc.
Highlight actionable insights: what worked, what didn’t, and what next steps you propose.
Call out anomalies or surprises (positive or negative) and link them to real-world events.
These insights transform your report from a dashboard into a decision-making tool.
📅 Best Practices & Tips
Be consistent with your reporting cadence (e.g. monthly) so stakeholders get used to the rhythm.
Use segmented reports to focus on what matters (e.g. only negative feedback for your customer service team).
Don’t overload, choose the most important key metrics for clarity.
Include competitor benchmarks through the Comparison module.
Use white-labeling to make reports polished and brand-aligned.
Use narrative explanation as much as visuals, help people understand, not just see.