You can easily generate and manage reports from the Reports section. Here's how to navigate and use this feature, as shown in the image:
I. Access the Reports Section
On the left-hand menu, click on Reports.
In the sub-menu, select Downloadable PDF Reports.
II. Creating a New PDF Report
Click on the Create new PDF report button located in the top-right corner of the "Downloadable PDF Reports" section. This allows you to set up a new report based on your selected project and data.
1. Project and Report Settings
In the first section, you'll define the core parameters of your report:
Project: Select the project for which you want to generate the report.
Report Name: Enter a name for your report.
Data: Select the type of data you want to include in the report. Options may include "All Mentions," "Positive Mentions," or other mention segments of your choice.
Date Range: Choose the time range of the data to be analyzed. You can choose between last 30 days, last year, custom dates, etc.
Show Data by: Decide how you want the data to be presented, e.g., by day, week, or month.
Compare to: This dropdown allows you to compare the selected data range to a previous period. For example, you can compare this month to the last month. By default, "No comparison" is selected.
2. Report Customization
This section allows you to customize the appearance of the report:
Report Color: Choose a color theme for your report from the palette.
Header Text Color: You can also customize the color of the text in the header.
Page Summary: Toggle this option to include or exclude a summary section at the top of each page of the report. By default, this is turned on.
3. Sections and Content
This part of the interface allows you to customize the content sections of your report. You can choose which sections to include by toggling them on or off and you can also move each section of the report up or down, depending on where you want it on the report.
4. Finalizing the Report
At the top right of the screen, you will find the following options:
Back: Returns to the previous screen.
Preview: Allows you to view a preview of the report before generating it.
Create & Download Report: Once you’ve configured the report settings and selected the sections you want to include, click this button to create and download the final PDF.
III. Managing Existing Reports
A list of previously created reports is displayed, with the project name, scheduling status, and creation date.
Each report has several options to the right:
Edit (pencil icon): Modify the contents or settings of the existing report.
Download (download icon): Download the report in PDF format.
Delete (trash icon): Remove the report from the list.