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

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.).
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  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 version of your report.
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  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?
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  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.
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  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:
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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.
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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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