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How Can I Preview a Report Before Downloading or Sharing It?

Updated over a month ago

In BrandMentions, you can preview a report before you download it or share it with clients or stakeholders. The Preview feature lets you see a full version of your report so you can check the data, layout, and branding and make changes before generating the final PDF.

How to preview a report in BrandMentions

Follow these steps to preview your report before downloading or sharing it:

  1. Configure your report

    • Choose your project.

    • Set your date range.

    • Select your color scheme or branding options.

    • Enable or disable the report sections you want to include (mentions, sentiment, sources, etc.).


  2. Click the “Preview” button

    • In the report builder, look for the “Preview” button (usually at the top or bottom of the page).

    • Click Preview to generate a temporary, watermarked version of your report.


  3. Review the preview

    • BrandMentions will generate the preview and open it

    • Go through the report page by page and check:

      Content

      • Are all the sections you need enabled (overview, sentiment, sources, mentions list, etc.)?

      • Are the numbers, charts, and metrics consistent with your expectations?

      • Is the date range correct?

      Appearance

      • Is the text easy to read?

      • Do the charts and widgets look clear and properly aligned?

      • Does the color scheme fit your brand or the client’s identity?

      Branding (for white-label reports)

      • Is your logo displayed correctly?

      • Are your brand colors applied correctly?

      • Is any footer or header text accurate and up to date?


  4. Make adjustments if needed

    • If you find issues, go back to the Report Builder tab.

    • Adjust your:

      • Filters (keywords, sources, sentiment, country, etc.)

      • Date range or project

      • Color scheme and branding

      • Enabled sections and widgets

    • Click Preview again to generate an updated version and re-check it.

  5. Generate the final report

    • Once you are happy with the preview, return to the builder and click “Generate Report”

    • BrandMentions will create the final, high-resolution PDF report

    • You can now download, share, or send this report to clients or internal teams.

What the Preview feature does

The Preview option in the report builder allows you to:

  • See how the entire report will look (pages, charts, sections, branding)

  • Verify that you’ve included the right data and filters

  • Check formatting, colors, and readability

  • Confirm that logos and white-label branding appear correctly

  • Catch mistakes before you send or download the final version

The preview looks just like the final report, but it may include a “Preview” watermark so you can easily distinguish it from the final PDF.

Why previewing your report is important

Using the Preview feature as a standard step in your workflow helps you:

1. Maintain quality and accuracy

The preview acts as your final quality check:

  • Catch missing sections or wrong filters

  • Fix layout or text issues

  • Ensure the story your report tells is clear and coherent

2. Save time

Without a preview, you would need to:

  • Generate the full report

  • Spot issues

  • Regenerate it multiple times

The Preview feature lets you iterate quickly inside the builder, which is faster than repeatedly exporting full PDFs.

3. Build confidence before sharing

When you preview your report, you can be confident that:

  • The report looks professional

  • The data is correct and up to date

  • Your branding is properly applied

This is especially important for client reports, management presentations, or white-label reports.

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