Instant Insights
Instant Insights makes it easy to track, analyse, and share media performance data.
Here’s everything you need to know to get started.
What is Instant Insights?
Instant Insights is where we can:
Build and customise dashboards
Apply advanced filters for deeper analysis
View monitoring and social data side by side
Share dashboards with your team or external stakeholders
Navigating Instant Insights
Sidebar & Landing Page
Access Instant Insights via the Insights option from the left-hand sidebar.
Creating Dashboards
Select +New Dashboard
From here, you can:
Choose a name for the Dashboard
Add an optional description
Select the date range
Add your first chart (the Add Chart button is always visible at the top of your dashboard)
Adding Charts
Click on +Add Chart
A list of available charts will appear on the right of the screen
Click on the chart name you'd like to add and the charts will appear on your dashboard.
You'll find detailed Instant Insight chart descriptions by reading this chart descriptions article.
Save the dashboard by clicking Save at the top right of the screen.
Editing Dashboards
The Edit button opens up the following options:
Update our Mention Stream selection
Adjust the date range
Add Chart
Re-Order the charts on the dashboard
Apply Filters (more information on the filters is available below)
Group Syndications
Re-Ordering Charts
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.
Filtering Dashboards
Media Types:
We 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.
We can filter by Categories and Domain Authority.
Sources:
Keyword - include/exclude specific keywords
Location - the location of the Source of the coverage
Sector - the publication's sector
Source Group - sources are grouped by their publisher. For example, BBC would yield results for all BBC outlets such as BBC One, BBC Two, etc.
Media Type - Online or Print for example.
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.
Content:
NLA or CLA Content - tick/untick as appropriate
Language - include/exclude specific languages
Tag - include/exclude specific tags
Author - coverage by specific journalist(s)
Word Count - minimum/maximum for words in the article
Page Number - range of pages the article appeared on
Date Range:
Preset date ranges are available on the left or we can use the calendar option on the right for bespoke dates.
Metrics:
Totals or Devices - select via the option at the top of the screen.
Audience - minimum/maximum
Advertising Value Equivalent - minimum/maximum
Sentiment - Negative, Trending Negative, Balanced, Positive, Trending Positive, No Rating
Impact Score - Low, Medium, High
React Score - Filter by the average score or React Categories.
React score categories:
React score models are grouped into 4 higher level categories for ease of analysis: controversy, emotionality, harm & spam.
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Other:
We can exclude External Items (coverage we’ve added to CisionOne manually). Alternatively, we can only show External Items in our results.
Downloads
The Downloads area is where we'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.
The Downloads screen gives us the option to view previously downloaded dashboards as well as:
Star - favourite the dashboard
Archive - move the dashboard to the Archived area
Starred Dashboards
These are our favourites/starred dashboards. To Star a dashboard, click on the star icon next to the dashboard's name.
Shared Dashboards
To share a dashboard, click on the ellipsis button and choose Share.
When sharing a dashboard, we can:
Generate a Read-Only Link
Share with your team and select specific team members to share the dashboard by clicking View next to their name
Shared dashboards can be:
Generated into a PDF or XLSX
Starred (favourited)
Duplicated
Archived
Archived Dashboards
A place for older or inactive dashboards. Archived dashboards can be unarchived or deleted by using the ellipsis button.
Users can find detailed Instant Insight chart descriptions by reading this chart descriptions article.
Rearrange charts using the Re-Order feature.
Filters
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)
Filters allow you to report on coverage based on:
Keywords - search for specific keywords within an article to report on them.
Media Types:
Filter by Online, Print etc.
Sources:
Keyword
Location
Sector
Source Group - sources are grouped by their publisher. For example, BBC would yield results for all BBC outlets such as BBC One, BBC Two, etc.
Media Type
Once the filter is applied, you will see any matching coverage displayed and at the top right, you’ll see how many pieces of coverage match your criteria.
Content:
NLA or CLA Content - tick/untick as appropriate
Language - include/exclude specific languages
Tag - include/exclude specific tags
Author - coverage by specific journalist(s)
Word Count - minimum/maximum for words in the article
Page Number - range of pages the article appeared on
Date Range:
Metrics:
Totals or Devices - select via the option at the top of the screen.
Audience - minimum/maximum
Advertising Value Equivalent - minimum/maximum
Sentiment - Negative, Trending Negative, Balanced, Positive, Trending Positive, No Rating
Impact Score - Low, Medium, High
React Score - Filter by the average score or React Categories.
React score categories:
React score models are grouped into 4 higher level categories for ease of analysis: controversy, emotionality, harm & spam.
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Other:
We can exclude External Items (coverage we’ve added to CisionOne manually). Alternatively, we can only show External Items in our results.
Editing Charts
Click on the elippsis button at the top right of a chart to make edits.
Charts Tab
We can adjust:
Chart Type
Select Mention Streams
Select Media Types
Select Social Streams
Select Social Platforms
Date range
View by Day, Week, Month, Quarter, Year
Labels Tab
We can make adjustments to the chart's Title and add/edit the description.
Media Items Tab
This tab shows us the coverage used to provide the chart's data.
Social Data Integration
Instant Insights combines Monitoring and Social Analyse data so you can see everything in one place.
Available metrics include:
Coverage Volume Timeline
Mentions by Platform
Sentiment, Themes, Share of Voice
Coverage Volume & Stock Price
When editing charts, we cam select Social Streams and Social Platforms to include in our chart.
FAQs
Will dashboards always show the latest data?
Yes. Dashboards refresh automatically based on your selected date range.
Can I share dashboards outside my organisation?
Yes. Use public, view-only links for external viewers.
Can I rearrange or resize charts?
Yes. Charts can be reordered, and their size adjusts automatically for larger date ranges. See 'Editing Charts' in this document.
Where do I find Social Analyse data now?
All Social Analyse data is integrated into Instant Insights.
This guide outlines the features, functionality, and best practices for using the platform.