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Can I Create Scheduled Reports within Cision Social Listening?

A guide to creating scheduled reports

Jonathan Gould avatar
Written by Jonathan Gould
Updated over 5 months ago

Actions can be taken with Saved Searches in the form of Reports. You may set up email alerts for your reports or download a pdf of your dashboard.

You can create as many email alerts and add as many recipients as you would like to an email alert. There are no limitations. However, when exporting data, only 5,000 total mentions can be exported per day. Files can currently be exported as a CSV or JSON file.

Creating Report Alerts:

Click on CSL from the left of the screen.

Select Saved Searches to see all of the searches made by your organization.

Select the Saved Search for which you would like to receive report alerts.

Click on the Build Report button and select the Schedule Report option.

Enter in a name for your report.

Select the frequency and start date for your report. NOTE: Thereport will be sent at 8:00am UTC on the day(s) you select for frequency.

Enter in the email address(es) you would like the report sent to.

Click the link to see an example of a Cision Social Listening report.

Click on the Schedule button.

Click on the Reports icon to see a list of your scheduled reports.

Downloading PDF Reports in Cision Social Listening

Actions can be taken with Saved Searches in the form of Reports. You may download a pdf report of your dashboard or set up email alerts for your reports.

NOTE: You can download a PDF report of your dashboard that includes more than one search!

Downloading PDF Reports:

Click on CSL from the left of the screen.

Select Saved Searches to see all of the searches saved by your organization.

Select the Saved Search(es) for which you would like to export the dashboard as a PDF.

Click on the Build Report button and select the Export dashboard as PDF option.

A pop up will give you the option to include a summary of the report and select the widgets you would like to include. Once selected, click on the Apply button.

After selecting the widgets you wish to include, scroll down to each widget to add analysis or notes you would also like included in the PDF export of your report.

Note: The explanation or analysis you add in each widget's notes section will be included underneath each widget in the PDF export.

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After clicking on the Save button, the platform will inform you that your PDF is being generated.

Once generated, you can open the downloaded report.

Downloading Individual Widgets:

You can also export each individual widget as either a JPG, PNG, or download the raw data as a CSV by selecting the download icon on the widget.

Click on the Download icon in the upper-right hand corner of the widget you would like to export. Select whether you want to export an individual widget image as a JPG or PNG, or download the data into a CSV.

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