This article contains steps to build and share a manual report from the Isentia platform.

Creating a new report (Reports page)

To create a new report select +Create report on the Reports page in the Isentia platform.

Select Manual report to create a customisable report from a selection of media items added to a report builder. Select Recurring report to schedule an automated report that delivers content to you on a schedule you’ve set.

For more information on Recurring reports, check out this article: Recurring reports

Templates page

Select Manual Report to start building your new report. You can use the reports templates page to apply an existing template to your report or start your new report without a template applied and use the default report builder settings.

Creating a new report (Feed or Topic)

Use the Add to Report option in your Feed or Topic to create a new report (Add to new) or select an existing report from the list to add your selected media items.

The Report Builder

After you’ve created a new report or selected an existing report, you’ll open the report builder, where you can customise, organise, and finish building your report before sharing it with stakeholders.

Customising your report

There are several different options and settings available, giving you the tools to customise your report in the manual report builder.

Template

If you’ve applied an existing template to your new report, the saved settings, including the appearance settings, selected display options, and any saved grouping or options, will automatically be applied to the report builder.

If you change the report builder settings once a template has been applied, you can save those changes to the current template using the Save Changes option.

You can also change a current template by selecting the “…” option to rename your template, change the template being used, or save the current settings as a new template without impacting the current template.

If no template has been applied, you can save your current settings to create a new template using the Save as new option.

For more information on report templates, check out this article: Report Templates

Appearance

The following appearance settings are available in the report builder:

Format

• List – Selecting List displays media items as cards in a report. Used for the following report output types: Email, PDF, Custom Link
• Table – Selecting Table displays media items as rows of tabular data Used for the following report output types: Email, Excel

Logo

• Upload a logo that will be displayed at the top of the report
• Choose the alignment of the logo to either: Left, Centre, or Right
• Upload only .png, .jpg or .gif files with dimensions not exceeding 215W x 120H

Banner 

• Upload a custom banner image to be displayed at the top of the report adjacent to the logo, above the report name/title.
• Upload only .png, .jpg or .gif files with dimensions not exceeding 600W

Section links 

• Show links to each section at the top of the report so viewers can quickly find the content they need
• Sections will automatically generate based on the sections within a report and how media items are grouped together.
  • Example: A report is grouped by Media Type, then the section links displayed will be all media types available for that report (e.g. Newspaper, Online etc)

Note: For email clients (Gmail, Outlook) that clip a lengthy email, links for sections that appear at the bottom of a report with a large volume of content will work only when the email is opened in a full-screen view.

Link Colour 

• Select a custom colour choice for any links (including section links) in your report.
• Add a custom hex code (e.g. #EB002B) to select a specific colour, or use the colour picker to choose a colour manually.
• If new colour options are not selected, then default colours will be applied for any new reports.
• Link colours are customisable for both List and Table format recurring reports. The links that can be customisable are:
  • Section links (displayed at the top of the report)
  • View original link
  • Headline links (Table format only)

Section divider colour 

• Select a custom colour choice for the section dividers in your report.
• Users can add a custom hex code (e.g. #EB002B) to select a specific colour or use the colour picker to choose a colour manually.
• If new colour options are not selected, then these colours will be applied by default for any new reports that are created.
• Divider colours are customisable only for ‘List’ format reports

Report Date and time 

• Select from the following options to change the display of the report date and time at the header:
  • Date and time (default)
  • Date only
  • Hide date and time

Display Options

Display options can be used to customise the report you are building and control how individual media items and media types are displayed in the finished report. The following display options are available in the report builder:

All media items (List format only)

• Headline display options – Control how much detail is shown for each media item in your report with the following options:
  • Headline only
  • Headline and summary (default)
  • Headline and Full Text
• Show keywords – Displays related keyword mentions for that particular media item.
• Highlight keywords in text – Highlight keywords mentioned in the summary or full text of the media item in bold.
• Show section or program – Displays section or program where the media item appeared in
• Show outlet logo – Display the logo of the outlet the media item appeared in
• Show region/location – Displays region/location where the media item appeared
• Show sentiment – Displays the automated sentiment score of the media item
• Show comments – Display any comments added to the media items in the Isentia platform.
• Show publication time – Display the time and date the media item was published on
• Show ASR – Displays the Advertising Space Rate (ASR) for each media item
• Show item ID – Displays the attributed item ID for the media item.

Print (List format only)

• Show link to download all print items in email – Displays a link in an email report to download all print items included in a report
• Append print clip to PDF export – Append print clips to the bottom of the PDF report type.
• Additional print data – Select and display print-specific data:
  • Word count
  • Audience
  • Photo (Yes/No)
  • Format
  • Classification
  • Section

Broadcast (List format only)

• Additional broadcast data – Select and display broadcast-specific data
  • Duration
  • Mentions
  • Visuals
  • Interviewees
  • Audience
  • Size
  • Demographics

Online (List format only)

• Additional online data – Select and display online-specific data
  • Unique daily visitors
  • Word count

All media items (Table format)

Select custom options when the Table format option has been selected.

• Headline Display – Choose how much detail to display for each media item included in the report:
  • Headline only
  • Headline and summary (default)

Note: Full text is not available for table format as displaying full text within a table limits a great experience due to increased cell size/height

Standard columns (Table format)

Select and include some of the most common column types used in your table format report:

• Audience
• Duration
• Item ID
• Item size (cm2)
• Language
• Media item type
• Page number
• Program/Section name

​Additional columns​​​​​​ (Table format)

Additional columns contain additional metadata that is available to Isentia platform users:

• ASR
• Author
• Topic
• Color
• Contains photo (Yes/No)
• Keywords
• Media outlet location
• Media outlet state
• Sentiment
• Syndication details
• Text link
• Unique daily visitors

Report summaries

Use the rich text editor to create and edit custom summaries that can be included at the start of your report or the top of each section in your report.

Organising media items in your report

Grouping and sorting media items

You can use the group and sort by options to organise the media items in your report into the order you need. Options to group your media by are:

• Date
• Media type
• Media outlet
• Program
• Author
• State
• Country
• Location
• Topic
• Sentiment

​When you use the “group by” option, your media items will be automatically organised into groups called “Sections”. These sections contain your media items and can easily be reordered by dragging them into your preferred order. ​

​​​​​Options to sort the media items in your report are:

• Custom (If any media items have been manually reordered, the custom option will be selected)
• Date
• Media type
• Media outlet
• Program
• Author
• State
• Country
• Location
• Topic
• Word count
• Headline
• Sentiment
• Duration
• Page Number

Managing sections

Sections contain the media items in your report and allow you to easily organise the overall structure of your report using the Manage sections tool.

Use the manage section tool to create and add new sections to the report builder, re-order your sections, or delete individual or all sections.

Note: If you delete a section, it will also delete all media items it contains. This cannot be undone.

Adding external media items to your report builder

Add external articles or content to the manual report builder to share that media in the report you are building.

To add external articles or content, follow these steps:

Exporting or sharing your report

There are a number of options available to share your completed report with stakeholders

Preview

Preview your report before sharing. The finished report displayed in the preview is the layout, design, and format your recipients will see if using the email or custom link options. PDF reports have a slightly different display to ensure the best possible functionality.

Export

Different export options are available depending on how you want to receive or share your report.

Open PDF (List format report only)

Creates a PDF your report. Once the PDF has been processed, it will instantly download as a file to your device.

Copy custom link (List format report only)

Copies a custom web link containing your report. This link can be shared directly with recipients, and wherever the link is opened the report can be viewed.

Download Excel (Table format report only)

Download an Excel spreadsheet-format report to your device. The data columns shown in your finished report directly correlate to the column selection in the Display Options section of the report builder.

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