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How do I generate Curated Email Reports?

Learn how to generate Curated Email Reports based on specific Media Briefs.

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Written by Global Trainers

Curated Email Reports allow you to create tailored, newsletter-style reports by grouping media coverage into structured sections with custom branding, visuals, and summaries. Reports can include folders, images, headers, text blocks, and tables of contents, and can be reused for one-off or recurring (daily) email reports.

An accompanying video is available at the end of this article.


Accessing Curated Email Reports

  1. Select Reports from the main navigation.

  2. Choose Curated Email Reports.

  3. Select an existing report or create a new one.


Summarisation Options

When creating a new Curated Email Report, select a summarisation type before adding content:

  • Original content – first 40 words

  • Short summary – approximately 50–80 words

  • Long summary – approximately 70–120 words

Note: To change the summarisation type, a new report must be created.

Building Your Curated Email Report

The Curated Email Report builder is split into two main areas:

  • Left-hand side: Mention Stream selection and filtering

  • Right-hand side: Report structure and content management


Selecting Coverage (Mention Stream Picker)

Use the Mention Stream picker on the left-hand side to choose the coverage you want to include in your report.

  • Select a Mention Stream

  • Apply filters or adjust the date range

  • View coverage cards ready to be added to your report

The Mention Stream picker uses the same interaction patterns and design as other areas of the platform.


Report Structure and Elements

The right-hand side of the builder is where you structure your report.

At the top of the report, you can:

  • Add folders

  • Add other report elements via Add an element

  • Manage overall report structure

Add an Element

Use Add an element to insert the following into your report:

  • Folder

  • Image

  • Header

  • Text box

  • Table of contents


Using Folders

Folders are used to group and organise coverage within your report.

Folder Overview (Closed State)

When collapsed, a folder displays:

  • The element type

  • Folder title (shown as a coloured tile)

  • Number of items in the folder

  • Delete option (via the folder icon)

Folders display a coloured header tile, which reflects the folder’s styling options.


Opening a Folder

Click a folder to expand it. Each folder contains three sections:

  1. Header

  2. Coverage summary

  3. Media items


Folder Header

Within the Header section, you can:

  • Set a title and subtitle

  • Adjust text alignment

  • Select text colour

  • Select background colour

As you make changes, the folder tile updates automatically to reflect them.


Coverage Summary

The Coverage Summary section provides an overview of the content in the folder.
This section is collapsed by default to keep focus on content management.


Media Items

From the Media Items section, you can:

  • View all coverage added to the folder

  • Insert an external item at folder level

  • Reorder, move, or remove media items


Adding and Moving Coverage

Adding coverage to a folder

  • Drag a media card from the Mention Stream onto a folder to add it

  • Dropping the item anywhere on the folder adds it to the end

Placing coverage in a specific position

  • Drag the item into the Drag Media area within the Media Items section


New Folders

When you add a folder:

  • It is placed at the end of the report

  • It opens automatically

  • The Coverage Summary is collapsed by default


Other Report Elements

Image

Image elements allow you to include visual content anywhere in your report.

  • Upload an image

  • Crop it to the required size

  • Images behave the same way as header images in later steps of the report setup


Table of Contents

  • Automatically lists folders that contain content

  • Empty folders are excluded

  • Each “View” link acts as a jump link within the email

  • Defaults to the top of the report but can be moved


Header Element

  • Can be used to introduce sections or context

  • Defaults to an open state with a blank title

  • Fully editable


Text Box

  • Functions like folder text boxes

  • Defaults to an open state

  • Useful for commentary, context, or analysis between sections


Managing Media Items

Once content has been summarised:

  • The card indicates it has been modified

  • Click a media card to edit the summary text

  • Only the body text can be edited manually

From the media card menu, you can:

  • Move the item within the folder

  • Move it to another folder

  • Remove it from the report


Syndicated Coverage

If an item appears across multiple outlets:

  • Use the outlet dropdown on the media card

  • Select which outlet the coverage should be attributed to


Sorting Coverage

Coverage within folders can be sorted by:

  • Time

  • Journalist/Author

  • Source

  • Word count

  • Potential Audience Reach

  • Advertising Value Equivalent

  • React Score

Sorting can be applied in ascending or descending order.


Adding Coverage from Outside the Builder

Media can also be added outside the Curated Email Report builder:

  1. Select the three dots (...) on a media card

  2. Choose Curated Email Report Folder

  3. Add to an existing report or create a new one


Customising and Sending Your Report

From the report settings:

  • Add recipients via distribution lists or individual emails

  • Select a sender (you, organisation, or custom name)

  • Apply a Brand Profile

  • Set email subject, font size, date, and content title

  • Add a manual summary or use AI-assisted summarisation

  • Toggle item formatting options

  • Attach PDF or CSV reports if required

Use Send Test Email to preview the report before sending.


Managing Sent and Draft Reports

All sent and draft reports remain available in Curated Email Reports.

From the Actions menu, you can:

  • Edit a report

  • Preview a report

  • Duplicate a report

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