How Do I Display and Compare Data with Instant Insights?

This video covers the functionality outlined in this guide:

Cision One’s Instant Insights tool allows you to create and save customized dashboards so that you can display and compare data from your chosen Mention Streams in a variety of interactive charts and tables. Instant Insights Dashboards can be used to track ongoing issues in real-time and to produce tailored monthly, quarterly, and ad-hoc campaign reports for your stakeholders in both PDF and HTML formats.

To create a new Instant Insights Dashboard or access an existing Dashboard, select Instant Insights from the main menu or click on the 'Create Instant Insights' Action Button via Launchpad.

Select the Mention Stream drop-down menu.

Choose the Mention Streams you’d like to analyze and compare by selecting the check boxes next to the Mention Stream names. You can select up to 12 by using the search bar or toggle function.

Once you are happy with your selections, click ‘Confirm’ and the Dashboard will update to reflect your preferences. Or, if you prefer to keep things simple, you can select a single Mention Stream to focus on.

Now that you have chosen your preferred Mention Streams, use the toggle function within the drop-down menu below to select the Media Types that you wish to include in your Instant Insights Charts and click Confirm.

Charts can be selected using the Add Chart button.

Click onto Select Chart.

Using the scrollable box, look for and then select the chart you’d like to add to the dashboard.

When adding charts, you’ll be given the option to select:

To complete the process, click Confirm.

Adjust the Date Range for your Instant Insights Dashboard by clicking on the Calendar icon on the actions row at the top of the dashboard.

You can choose a suggested Date Range from the left panel, use the date picker or the drop-down menu to select a specific timeframe, and then click ‘Set.’

You have the option to Group Syndications within your Insights Dashboard via the toggle.

By selecting this option, all syndicated news items will be grouped and counted under the original news item across all charts. When using this toggle, Mention Stream article totals may differ in article counts.

You can create multiple Insights Dashboards by clicking the + Icon on the Tab beside the Insight you are viewing and selecting Create New.

You can make changes to the charts, by clicking the three dots button at the top right of the chart widget.

You can now generate a PDF for an individual chart without generating the entire Instant Insights report. To do this, click the three dots in the top right corner of the chart widget and select 'Generate PDF.'

On Share of Voice charts, you can select additional Mention Streams to be used for individual charts. You can select a maximum of 20 Mention Streams.

On Earned V Social charts, you can choose which Earned Social Streams to compare data for.​ On Mentions Benchmark charts, you can select a maximum of 10 Mention Streams to analyze across two separate timeframes.

You can adjust the time axis (X-axis) of your Instant Insight Charts based on your selected date range. After selecting a date range, you can group your data by different time intervals including:

Chart Interval Configuration FAQs:

Q: How do I toggle between different time units for the chart axis?

A: You can easily toggle between days, weeks, months, quarters, and years by adjusting the date range for the chart. The available time groupings will update automatically based on the date range you select.

Q: Can I choose to view my data by week or month for any date range?

A: Not all date ranges support all grouping options. For example, if you're viewing data for the "Last 3 Days," you can only group by days. However, for broader ranges like "Last Quarter," you can choose between days, weeks, months, or quarters.

Q: Will this new feature slow down my charts if I'm using large datasets?

A: The feature has been designed to ensure that performance remains optimal, even when working with larger datasets. However, the performance impact will depend on the size and complexity of the data being visualized.

Q: Can I reset the chart settings to their default configuration?

A: Yes, you will be able to reset the chart settings to the default configuration if you find the customizations too complex or undesirable. The reset option can be found in the chart settings.

Q: How do I know which chart types are compatible with my selected metric and axis configuration?

A: The system will dynamically indicate which chart types are valid for your chosen metric and axis configuration, ensuring you only select options that make sense for your data.

You can add Key Messages, Streams, or Google Analytics data to empty charts by clicking the Integrate, Select, or Add buttons for the chart you'd like to see data for.

Users can add social media streams alongside traditional media streams on the same chart to visualize both streams, providing a more comprehensive view of media analytics. This integration is available across multiple chart types, including:

Q: How do I add a social stream to my chart?

A: To add a social stream, click the three dots in the chart’s settings, then select the “Add Social Stream” option. From there, you can choose the social stream you want to integrate into your chart.

Q: Can I add multiple social and traditional streams to the same chart?

A: In most cases, you can add multiple streams. However, for specific charts like Key Messages, you will only be able to select one monitoring stream and one social stream to ensure the data is clearly displayed and relevant to the analysis.

Q: Will the chart legend be updated to reflect both social and traditional streams?

A: Yes, the chart legend will be updated to show both the social and monitoring streams, making it easy to distinguish between the two types of data.

Q: How does the Sentiment Breakdown chart work?

A: The Sentiment Breakdown chart allows you to select up to 8-10 mention streams, either from social or monitoring sources. It will then display the sentiment distribution for each stream, showing percentages for positive, negative, and neutral sentiment in each segment of the chart.

Q: Can I combine both social and monitoring media data into the same chart for all chart types?

A: Yes, this functionality is available across multiple chart types, including Themes, Coverage Volume and Stock Price, Media Outreach and Coverage Timeline, Key Messages, and Sentiment Benchmark. Each chart will allow you to combine social and monitoring streams for a more complete view of your data.

If you find yourself viewing or generating the same Instant Insights on a regular basis you can name and save your Insights Dashboards via the Save Icon.

This process allows you to access dashboards shared by your team members and interact with them effectively.

Click the + Icon on the Tab beside the Insights Dashboard you are viewing.

Select Add Existing to open your saved dashboards.

Select the Saved Dashboard you wish to view.

Once saved, you can share your Insights Dashboard with your colleagues using the "share" button in the bottom right corner.

This will allow you to select teams or individuals that you would like to share the dashboard with. Make sure to confirm when you’re happy with your selections.

Once a dashboard is shared, your colleagues will automatically receive updates when you make changes to the dashboard.

Share access is read-only, which means that the person you share your Dashboard with won't be able to make changes to the Dashboard you shared.

Make sure to review permissions to maintain the confidentiality of sensitive data before sharing.

Dashboards that have been shared are indicated with a share icon next to the label.

Select the Dashboard you would like to generate a report for.

Click ‘Generate PDF’ in the bottom right-hand corner of the Dashboard. You can customize the PDF by editing the Title, adding a Summary, or using a Brand Profile and choose the language you’d like to generate the PDF into.

If you have used custom date ranges on individual charts, the date ranges will be reflected in the PDF Report within each chart’s description.

Once the Report has been generated, you can access the PDF or HTML report via the Reports Tab.

Click here to watch the Instant Insights On Demand Video