Instant Insights makes it easy to track, analyze, and share media performance data.

Here’s everything you need to know to get started.

Instant Insights is where you can:

Access Instant Insights via the Insights option from the left-hand sidebar.

The Edit button opens up the following options:

The Re-Order option at the top will open up a re-order widget on the right of the screen. Click and drag to re-order the charts and then click Save.

Use filters at dashboard level (applies to all charts) or chart level (applies to one chart if you click the ellipsis button at the top right of each chart/widget).

Search for specific keywords within an article to report on them.

You can filter by Online, Print, TV, Radio, Magazine and Podcast.

The Media Type filter also gives us the option to set a location filter. For example, if you want a dashboard for specific markets/regions, you can add them here.

Use the Apply to all Media Types applicable button to update the other media types you're using in your dashboard.

You can filter by Categories and Domain Authority.

Once the filter(s) has been applied, you will see any matching coverage displayed and at the top right, you’ll see how many pieces of coverage match your criteria.

Preset date ranges are available on the left or you can use the calendar option on the right for bespoke dates.

You can exclude External Items (coverage we’ve added to CisionOne manually). Alternatively, You can only show External Items in our results.

The Downloads area is where you'll find exported dashboards.

The Generate button at the top right will give us the option to generate a PDF or XLSX document. The generated reports will be available in the Downloads option on the left of the screen.

You can now choose to include or exclude Key Insights when generating Instant Insights reports. This enhancement gives you greater control over how your reports are presented, allowing you to tailor content to suit different audiences or use cases. For example, you might choose to exclude Key Insights when they’re not relevant to a specific stakeholder or presentation format.

The Downloads screen gives us the option to view previously downloaded dashboards as well as:

The Schedules page lets you view and manage all scheduled Instant Insights reports in one place. You can pause or resume report delivery, edit schedule settings, open associated dashboards, delete schedules, and access the most recently generated report. For more information, see Managing Instant Insights scheduled email reports.

These are our favorites/starred dashboards. To Star a dashboard, click on the star icon next to the dashboard's name.

When sharing directly with teammates, you can assign the following access levels:

Shared dashboards can be:

A place for older or inactive dashboards. Archived dashboards can be unarchived or deleted by using the ellipsis button.

Find detailed Instant Insight chart descriptions by reading this chart descriptions article.

Click on the ellipsis button at the top right of a chart to make edits.

You can adjust:

You can make adjustments to the chart's Title and add/edit the description.

This tab shows us the coverage used to provide the chart's data.

The Detailed Mention Stream View can be accessed by editing any given chart in Instant Insights.

Selecting media items directly within the Detailed Mention Stream View enables bulk actions such as tagging and exporting rather than requiring a manual interaction for each item.

Selected media items can be tagged in bulk, allowing users to apply or remove one or more tags in a single action. This is particularly useful for campaign tagging or internal reporting workflows.

Users can export selected media items into a PDF or CSV format. This allows coverage data to be quickly converted into a shareable format for stakeholders, without needing to generate an entire report. To generate a report - click on the bar graph icon in the Media Items section.

Instant Insights combines Monitoring and Social Analyse data so you can see everything in one place.

Available metrics include:

When editing charts, You can select Social Streams and Social Platforms to include in our chart.

Yes. Dashboards refresh automatically based on your selected date range.

Yes. Use public, view-only links for external viewers.

Yes. Charts can be reordered, and their size adjusts automatically for larger date ranges. See 'Editing Charts' in this document.

All Social Analyse data is integrated into Instant Insights.

This guide outlines the features, functionality, and best practices for using the platform.