Why create a PDF report?
PDF reports are very useful when you need to present the data in a way that is pleasing to the eye. You may use it at a presentation within your company to introduce data at the regular meeting.
If you’re an agency, you can provide your customers with such reports on a regular basis. It’s a great way to familiarize them with the social monitoring data quickly because all PDF reports are white-labeled and can be customized with various logos and colors.
How to create a PDF report?
1. Choose the date range and the time span. You can pick any predefined date range or create your own one, depending on your specific needs.
2. Choose what data you want to include in the report by ticking the fields of metrics and statistics you are interested in:
Important note:
The options from 3 to 7 will be visible after clicking on the 'Optional features' button.
3. Decide on the language you want your report to be exported in:
4. Choose if the report should contain the data from a specific filter or tag that you predefined:
5. Make sure you manually pick the quotes that you want to include in the report.
Here is how to do it:
When you are in the Mentions Tab dashboard, you can pick up to 100 mentions to be displayed in the PDF report. To choose one, you just click on the 'Add to the PDF report' button below the mention:
6. Upload the logo of your or your customer’s company to label the report.
7. Add the report description - it can be something you’ve noticed, an extra mile to walk for the customer or your boss. :)
8. Pick an accent color so it matches your company branding:
8. Click the 'Generate report' button.
Depending on how much data will be included in the report, generating it may take a little while, but we will do our best to have it done as soon as it's possible.
PDF Report walkthrough
The date range appears on the first page.
Each graph shows the main data and the previous period, calculated as the same number of days ending the day before the selected range. Example: 29.10–28.11.2024 (30 days) compared to 29.09–28.10.2024 (30 days).
The previous period’s data is displayed below the main value. For example, if the mentions were 7,705 this period and 7,997 in the previous, the report shows a 6% decrease (292 fewer mentions).
The previous period’s trend may also appear as a dashed line on the graph.
Mentions per category include summary numbers alongside simplified charts showing spikes and drops over the period.
Positive and negative mentions in the numerical summary also show their percentage of the total mentions.
The “Context of Discussion” summarizes common words appearing in the mentions, excluding keywords.
Clicking on popular or recent mentions redirects you to their source.
The “Most active public profiles” section shows who mentioned you, the platform they used (e.g., YouTube), how many times, and their follower count.
The “Top public profiles” section highlights those with the greatest influence, showing their social media reach and their share of the overall discussion.
The “Most active sites” section identifies where your keyword appeared most frequently.
The “Most influential sites” section shows sites that generated the most visits from keyword mentions, along with their Influence Score.
“Trending hashtags" display hashtags from your project mentions and their frequency.
If there’s not enough data for a section, you’ll see a notification in the report.
An exclamation mark will appear next to the tick option for that section in the report generation settings.
To remove this warning, untick the section and generate the report again.
But wait...
If that's not enough, and you want to gain a deeper understanding of the monitored topic, check out our article about custom reports!
We hope this article has been useful to you. If you have any further questions or need help, please don't hesitate to contact us.