Reporting Comprehensive Guide

Transcription

1 Reporting Comprehensive Guide Section 4 Reporting The Reporting landing page displays a default report that shows you the number of clips delivered to your libraries, by day, over the past seven days. You may export this report directly from this screen for a quick, daily look at your weekly clip volume. You may also create custom Media Analysis Reports based on specific or multiple folders in your Media Content account, including those that have content pushed from imonitor (if subscribed) and Social Media (if subscribed). You may brand your Reports with a Logo. You may export a Media Analysis Reports as an Adobe PDF file, Word file or Excel file or it from your account to your desired recipients as an Excel file. Section 4.1 Reporting Basics WorkFlow includes three reporting templates: The Detailed Report, the Executive Summary Report, and the Clipbook Report. Each template includes a Report Basics section with required information for your report. Once you have completed this section of the form, you can click Save and Preview, Export or your report. Each template also provides several additional, optional sections to allow you to customize your report with elements like a logo, a cover page, additional metadata, charts, etc. The customization choices you have depend upon the template you choose. The Detailed Report also includes a table of the articles and their basic metadata and you can opt to include additional metadata for the articles in your Project. You may also select one or more of the following charts to illustrate your Report: Articles over Time: This Chart allows you to track media coverage over time. By changing the date range on the Chart, you can compare the number of Articles within a specific Project from day to day, week to week or month to month. Click on a bar to generate a window that displays the individual Articles within each time period. Articles by Media Type: This Chart provides a breakdown of media coverage by media type: print, online, blogs and broadcast. Click on a Chart section to generate a window that displays the individual Articles within each media type. Article Map: This Chart allows you to view your media coverage by state. Each state on the map identifies the number of Articles originating from media outlets located within that state. Click on a state to generate a window that displays the individual Articles within each state. Audience: This Chart provides a breakdown of print media coverage by media outlet circulation. The Chart is organized by circulation bands, which allows you to see which circulation sector is providing you coverage. Click on a Chart section to generate a window that displays the individual Articles within each circulation band. Impressions: This Chart measures the total media impressions generated over time, and allows you to choose a multiplier* to adjust the total value of impressions assuming "pass-along" rates. Impression statistics are included with each Article, where available. You may add or edit the 21

2 impression (circulation) value for each Article within a Project folder.* This section will be removed since we will not be including any multipliers on the site. Media Value (indicated as publicity value in the development portal): This Chart provides another metric that measures media value, and you may choose a multiplier* that reflects the incremental value of PR. You may add or edit the media value for each Article within a Project folder. * This section will be removed since we will not be including any multipliers on the site. Share of Voice: This Chart, which allows you to compare coverage across two or more Projects, has a number of different uses. You might use this Chart to compare your coverage versus your competition, or to compare the success of different campaigns, messages or spokespersons. Any number of Projects may be compared one against the others. Click on any bar to generate a window that displays the individual articles within each time period. Prominence: This Chart provides a breakdown of your coverage according to the prominence of your message keywords in each article using a proprietary algorithm, the extent to which your keywords and key messages are featured in individual articles. If you do not agree with WorkFlow s analysis, you will always retain the ability to review or edit the evaluation of individual articles. Then, your coverage is presented according to the number of articles that were very prominent, prominent or mere mentions. Click on any section of the chart to generate a window that displays the individual articles assigned to that prominence rating. Impact: This Chart takes both the Prominence of a article and the audience of the media outlet source into account to provide a measure of the impact the article had on the public. Both a "Very Prominent" and a "Prominent" article appearing in a broad-reach media outlet would receive a higher Impact score than a "Very Prominent" article appearing in a smaller media outlet. Click on a chart segment to see the articles assigned to that Prominence rating. Tonality: This Chart provides a qualitative breakdown of your media coverage, charting the tone of each article based on the positive, negative, or neutral language in the article. You may set the tone of individual articles within a Project folder. Or, you can create a list of positive and negative keywords for each project, when setting up your report, and let WorkFlow analyze each article and assign tone automatically. Need help defining negative and positive terms? Use WorkFlow s Dictionary of Common Tonality Terms to get you started, or include all of these terms with a single click. Click on a Chart section to generate a window that displays the individual articles within each tone category. The Executive Summary Report succinctly presents a synopsis of the articles in one or more Projects and for a specified time-frame. (Note that Reports currently define the date range based on Posting Date.) This Report provides a tally of the number of articles for each media type, a list of the articles with hyperlinks to the PDF version and an option to append the full-text of the articles in the report. You may jump from the list of articles to the full text of that article and back to the top of the report. The Clipbook Report provides links to the.pdf of each article in your report, with an option to include a brief clip summary for each clip. Section 4.2 Creating a Detailed Report The Detailed report includes (1) a table that displays the number of articles for each media type for each folder that you elect to include; (2) a list of the articles in your report that includes a link to the.pdf of the article for BurrellesLuce edited content and/or; (3) an appended list of the.pdf files for each article for BurrellesLuce edited content. The Detailed Report template offers customization options under four optional, expandable template sections: Report Design, Article Display, Article Analysis and Charts. 22

3 To Begin: 1. Click on the Reporting module on the top navigation bar. 2. Select Create Report in the left sidebar. Power Tip: The Manage Report options on the blue top toolbar will remain visible but inactive until you save your report. Complete the Report Basics section of the template: 1. Report Name: Enter a name for your report. 2. Report Type: By default, the Report Type displays Detailed Report. 3. Use Folders: Drag and drop the Folders that contain the articles you want to report on. 4. Date-Range: Use the Calendar feature to select a Start and End date range for your report. 5. Date Type: The default article date type is Posted Date. You may change this to Published Date if you prefer. 6. Date Filter: Select a date and time of day to select only those articles added to the Folders you are using for your report since a specified date and time of day. Power Tip: The date filter allows you to create multiple reports in one day without duplication of articles or to produce daily reports that cover a specific time period in each day without duplication of articles. 7. Save: If you save your report at this point, WorkFlow will use system settings (sort clips newest date first, do not include logo or cover page, etc.) to complete your report. At this point you can Preview, Export, or your report. 8. Cancel: Click Cancel to cancel creating a new report. 9. More Options: Select More Options when you have completed the Report Basics section of the report template if you want to customize your report. Customizing Your Detailed Report Report Design 1. Logo: Select a logo to appear on your Report. 2. Title: Provide a title to appear on the Cover Page of your Report. 3. Description: Provide a brief description of your Report. 4. Cover Sheet: Select this option if you want to include a cover sheet on your report. If you select this option, your report logo, title and description (if you have entered this information) will display on the cover sheet. 5. List of Optional Fields: The default fields that will appear in every Detailed Report are Media Type, Published Date, Article Headline and Media Outlet. Drag and drop any additional fields that you want to include in your report. Power Tip: Selecting optional fields may affect the appearance of your report when you export it to.pdf, Word or PowerPoint. We recommend that you export your report to Excel if you want to see an expanded selection of clip metadata. 6. Custom Order: Select this option if you want to specify the order in which your folders, and the articles in those folders, display in your report. 7. Click Save if you are finished customizing your report. Or click to expand the Article Display section of the template 23

4 Article Display 1. List Articles By: Select which data field to use to sort your articles. 2. Order Articles By: Indicate whether you want your articles presented in ascending or descending date order in your report. Power Tip: If you elect to Custom Order your articles under the Report Design section of this template, that action will override any choice you make here. 3. Impressions: Select this option if you want the impression number for each media outlet to display in your report. 4. Content Options: The Detailed Report offers options regarding the individual articles in your report: a. Append PDF Links to the Report. If you elect this option, the article detail summary at the top of the report will be followed by a list of links to the article image in.pdf. b. Append Full Text to the Report. If you elect this option, the full text file of each article will be appended to the end of your report. c. None. If you elect this option, your report will display only the clip count by folder summary table and the list of clip headlines and selected metadata. d. Summary Only. If you elect this option, your report will display only the clip count by folder summary table. 5. Prominence: Type in the keywords that will help WorkFlow measure the prominence of your articles. These keywords will be highlighted in your Report when the full text is appended. a. Ignore User-Defined Prominence: Check this box to overwrite any existing prominence values that you have assigned to a article saved to a Project. b. If you do not check this box, then articles to which you have previously assigned Prominence will not be affected, but articles to which prominence has not yet been assigned will be evaluated against the keywords you provide and assigned prominence if appropriate 6. Click Save if you are finished customizing your report. Or click to expand the Article Analysis section of the template Article Analysis 1. Impressions Multiplier: You may choose to apply a multiplier to the Impressions value assigned to each article in your report. 2. Publicity Multiplier: You may choose to apply a multiplier to use in calculating the Media Cost (based on Ad Rate X Column Inches) assigned to each article in your report. 3. Share of Voice: Use this section ONLY if you intend to include the Share of Voice chart with your report. WorkFlow will compare the Impressions from the articles contained in the folders you are using for this report to the impressions for the articles contained in other folders you have created. 4. Tone: Type in Positive and Negative keywords or phrases to apply automated tonality to each article. a. Apply Keywords to all Articles to override the tonality: Check this box to overwrite any existing tone values that you have assigned to an article saved to a folder. If you do not check this box, the tonality that you have already assigned in the Edit article step will not be affected, but all articles with No Tone will be assigned an appropriate tone based on the list of negative and positive terms you provide. b. Dictionary of Common Tonality Terms: Check this box to include all of these positive and negative keywords in your tonality analysis, or use this list for ideas to enter a custom list of negative and positive keywords. 24

5 5. Click Save if you are finished customizing your report. Or click to expand the Charts section of the template Charts 1. Check Here to Only Display Charts in this report: Select this option if you do not want either the Summary Table of clips by folder or the list of clip headlines and metadata to be included in your report. Your report will contain ONLY the charts you specify. 2. Display Charts First: Select this option if you want your charts to display at the top of your report, immediately following the Cover Page (if selected). By default, charts in a Detailed Report appear at the end of the report. 3. Charts: Place a check mark in the box to the left of the title of the Chart(s) you wish to use in the Report. For an explanation of each type, click on the question mark next to the name or refer to your glossary of charts 4. Click Save. Your report is now complete and available to Edit, Preview, Export, and . Section 4.3 Creating an Executive Summary Report The Executive Summary Report includes (1) a table that displays the number of articles for each media type for each folder that you elect to include; (2) a list of the articles in your report, by folder, that includes a link to the.pdf of the article for BurrellesLuce edited content with the option to append the full text of each article to the report. The Executive Summary Report template offers customization options under two optional, expandable template sections: Report Design and Article Display. To Begin: 1. Click on the Reporting module on the top navigation bar. 2. Select Create Report in the left sidebar. Power Tip: The Manage Report options on the blue top toolbar will remain visible but inactive until you save your report. Complete the Report Basics section of the template: 1. Report Name: Enter a name for your report. 2. Report Type: Choose Executive Summary. (By default, the Report Type displays Detailed Report. ) 3. Use Folders: Drag and drop the Folders that contain the articles you want to report on. 4. Date-Range: Use the Calendar feature to select a Start and End date range for your report. 5. Date Type: The default article date type is Posted Date. You may change this to Published Date if you prefer. 6. Date Filter: Select a date and time of day to select only those articles added to the Folders you are using for your report since a specified date and time of day. Power Tip: The date filter allows you to create multiple reports in one day without duplication of articles or to produce daily reports that cover a specific time period in each day without duplication of articles. 1. Save: If you save your report at this point, WorkFlow will use system settings (sort clips newest date first, do not include logo or cover page, etc.) to complete your report. At this point you can Preview, Export, or your report. 2. Cancel: Click Cancel to cancel creating a new report. 25

6 3. More Options: Select More Options when you have completed the Report Basics section of the report template if you want to customize your report. Customizing Your Executive Summary Report Report Design 1. Logo: Select a logo to appear on your Report. 2. Title: Provide a title to appear on the Cover Page of your Report. 3. Description: Provide a brief description of your Report. 4. Mobile Format: Select this option if you always want your report to be formatted as plain text when you it from WorkFlow. 5. Click Save if you are finished customizing your report. Or click to expand the Article Display section of the template Article Display 1. Impressions: Select this option if you want the impression number for each media outlet to display in your report. 2. Append Text: The default here is None. If you do want to append the text of each article to the summary portion of your report, select the Append Full Text radio button. 3. Highlight Keywords: If you have selected the Append Full Text radio button, you may enter any keywords that you want WorkFlow to highlight in the full text of the articles in your report. Enter one word or phrase per line in the text box provided. 4. Click Save. Your report is now complete and available to Preview, Export, and . Section 4.4 Creating a Clipbook Report The Clipbook Report includes (1) a cover page, (2) a list of the articles in your report, by folder, and (3) a list of links to the.pdf of the article for BurrellesLuce edited content. The Clipbook Report template offers customization options under two optional, expandable template sections: Report Design and Article Display. To Begin: 1. Click on the Reporting module on the top navigation bar. 2. Select Create Report in the left sidebar. Power Tip: The Manage Report options on the blue top toolbar will remain visible but inactive until you save your report. Complete the Report Basics section of the template: 1. Report Name: Enter a name for your report. 2. Report Type: Select Clipbook. (By default, the Report Type displays Detailed Report. ) 3. Use Folders: Drag and drop the Folders that contain the articles you want to report on. 4. Date-Range: Use the Calendar feature to select a Start and End date range for your report. 5. Date Type: The default article date type is Posted Date. You may change this to Published Date if you prefer. 6. Date Filter: Select a date and time of day to select only those articles added to the Folders you are using for your report since a specified date and time of day. 26

7 Power Tip: The date filter allows you to create multiple reports in one day without duplication of articles or to produce daily reports that cover a specific time period in each day without duplication of articles. 7. Save: If you save your report at this point, WorkFlow will use system settings (sort clips newest date first, do not include logo or cover page, etc.) to complete your report. At this point you can Preview, Export, or your report. 8. Cancel: Click Cancel to cancel creating a new report. 9. More Options: Select More Options when you have completed the Report Basics section of the report template if you want to customize your report. Customizing Your Clipbook Report Report Design 1. Logo: Select a logo to appear on your Report. 2. Title: Provide a title to appear on the Cover Page of your Report. 3. Description: Provide a brief description of your Report. 4. Custom Ordering: Select this option to open a pop-up window where you may custom order the articles in your report. 5. Click Save if you are finished customizing your report. Or click to expand the Article Display section of the template Article Display 1. Order Articles By: Indicate whether you want your articles presented in ascending or descending date order in your report. Power Tip: If you elect to Custom Order your articles under the Report Design section of this template, that action will override any choice you make here. 2. Summary. Select this option to include the list of each article s media outlet, city/state, publication date and headline. Leave this option unselected to see only a cover page with appended.pdfs of your articles. Power Tip: When the Summary option is selected and the report is exported to.pdf, the actual image of the clip will be appended to the report. When the report is exported to either Word or Excel, the link to the image will be included. 3. Click Save. Your report is now complete and available to Preview, Export, and . Section 4.5 Working with Reports Once you ve created a Report, you have the ability to edit, preview, , export, delete it or set up an alert to have the report delivered to you automatically, on a schedule you specify, any time new articles are added to the folders used in the report. Working with a Saved Report To Begin: 1. Click on the Reporting module on the top navigation bar. 27

8 2. Select Manage Report in the left sidebar. 3. Locate your saved report by either: a. Using the Select drop down pick list to search for reports saved within a specified date range, or click All Reports to view a list of all reports. b. Using the Search Report Name text box to enter a word contained in your search name. All possible matches will display. Click on the report name that you want to open. 4. Select one of the following options from the blue top tool bar. Edit 1. Click Edit. 2. Update your report information in one or more of the template sections. 3. Click Save to save your edits or Cancel to cancel your updates Power Tip: Base a new report on a previously saved report by editing the saved report and saving it under a different name. Preview (Note: You cannot make changes to your report from the Preview screen. See, Edit, above.) 1. Click Preview. Your report preview will open in a pop-up window. 2. Click on the X in the upper right corner to close your report preview. Export 1. Click Export. 2. Select from Adobe PDF Format, Microsoft Excel Format, or Word Format in the pop-up window. Power Tip: When the Summary option is selected and the report is exported to.pdf, the actual image of the clip will be appended to the report. When the report is exported to either Word or Excel, the link to the image will be included. 3. Click Cancel to cancel your Export request. Power Tip: It is WorkFlow Best Practice to Preview your report before ing it to colleagues, clients, etc. 1. Click Name: Type in your name, in the From box as you would like it to appear to recipients (optional) 3. Address: Verify your address (required). The that appears by default is the one you have stored in your contact information under Settings. 4. Subject: Type in a subject line for your (optional) 5. Saved List: If you have created and saved lists of recipients for your reports using the Manage Lists function under Settings, you can select one of your saved lists from this dropdown. 6. Recipient: Type in the address(es) of your desired recipients, one address per line in the text box provided Delete 1. Click Delete. 2. Click on OK in the pop-up window to delete your Report 28

9 3. Click on Cancel to cancel your request. Alerts Alerts allow you to automatically your report to yourself and/or others on a schedule you set each time new content is filed in the folders used for the report. 1. Click Alerts 2. The default state for Alerts is Do not send me alerts for this report. Use this option to disable an report that you have set up and no longer want to leave active. 3. Select one of the following Alert options: a. Send me alerts daily for this Report between specific times. i. Select the start time and end time of the period in each day that you want to receive an alert. ii. Select a saved list of recipients. (See Settings, Manage Lists.) OR iii. Enter the addresses of your report recipients, one per line, in the text box provided. iv. Click Save to activate your Alert. v. Click Cancel to cancel this request. b. Send me alerts for this Report on specific days and times. i. For each day on which you want the alert to be delivered, select one or more times in that day for delivery from the dropdown list above each day. You must select each time of day individually, but you may elect to have your report delivered multiple times within each day. ii. To Delete a time that you have elected to have a report delivered, highlight that time and click Delete. iii. Select a saved list of recipients. (See Settings, Manage Lists.) OR iv. Enter the addresses of your report recipients, one per line, in the text box provided. v. Click Save to activate your Alert. vi. Click Cancel to cancel this request. c. Send me an alert at the beginning of each month i. Select a saved list of recipients. (See Settings, Manage Lists.) OR ii. Enter the addresses of your report recipients, one per line, in the text box provided. iii. Click Save to activate your Alert. iv. Click Cancel to cancel this request. Publish If you have contracted for BurrellesLuce custom analysis services, the Publish option allows your analysis team to publish reports to your account in WorkFlow. Contact client service for more information. Section 4.6 Analysis Monthly automated summary reports are available to all WorkFlow clients. When automated metrics aren t enough, BurrellesLuce offers you the opportunity to customize your reporting needs with a subscription to BurrellesLuce Media Measurement Custom. Our team human analysts work with you to create a program based on your needs using predefined and customized metrics. Monthly Reports 1. Click on the Analysis link on the left sidebar. 2. Click on Monthly 29

10 3. Select the month for which you want to view your automated report a. You can view your selected report in either Excel or PDF format. a. Save your reports to your local drive or them using your client. b. When you re finished viewing your report, click Close in the Reporting module. Analysis If you have contracted for BurrellesLuce custom analysis services, the Publish option allows your analysis team to publish reports to your account in WorkFlow. Contact client service for more information. 1. Click on the Analysis link on the left sidebar. 2. Click on Analysis 3. Your custom measurement reports are listed here. These are the reports that are created by BurrellesLuce Measurement based on your defined specification. 30