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Can I schedule reports in CisionOne Social?

This guide looks at how CisionOne Social scheduled reports work

Written by Cision

Create and automate reports from your Social Streams, with custom branding, recipients, and delivery schedules.

Access Scheduled Reports

  1. Go to Reports

  2. Select Scheduled Reports

Manage reports

  • Recipients – View or update recipients

  • Share – Allow others to access and edit

  • Edit – Update report settings

  • View Recent Report – Open the latest version

  • Duplicate – Copy an existing report

Use Show inactive reports to display or hide disabled reports.

Create a Scheduled Report

  1. Select New Report

  2. Choose Scheduled Report

1. Set preferences

  • Title and subject line – Define the report name and email subject

  • Recipients – Add email addresses or distribution lists

  • Branding and style

    • Font size: Small, Regular, Large

    • Layout: Regular or Condensed

    • Brand profile

  • Advanced options – Additional configuration settings

2. Add Social Streams

  • Folders and streams

    • Each folder contains one Social Stream

    • Add multiple folders to include multiple streams

  • Sort content

    • Time (default), Likes, Comments, Engagement, Sentiment, Author, Follower count

    • Each folder shows up to 100 mentions

  • Apply filters

    • Keywords or excluded keywords

    • Handles

    • Verified status

    • Minimum follower count

  • Arrange platforms (optional)
    Control the order platforms appear in the report

3. Schedule and save

  • Delivery frequency
    Once, Weekly, Fortnightly, Monthly

  • Delivery time
    Select day(s) and time

  • Content range
    Set the time period (e.g. last 24 hours, last 7 days)

  • Send test report
    Preview content and layout

  • Save
    Activate the schedule

Important notes

  • Content from some platforms (including Instagram, LinkedIn and TikTok) may be delayed.

  • Content published close to the send time may appear in a later report.

FAQs

How is content sorted if a metric is missing?
Items without the selected metric appear at the bottom.

Can I combine Monitoring and Social content in one report?
No. These are created separately.

Sorting vs platform arrangement

  • Sorting = which content is included

  • Arrangement = how content is displayed

Do settings apply across folders?
No. Each folder is configured independently.

Does sharing a report give access to streams?
No. Access to streams is not included.

Can I include only certain mention types (e.g. comments)?
No. All available content types for a platform are included.

Why are there fewer than 100 mentions?

  • Fewer matching results in the selected timeframe

  • Filters reduce results

  • Duplicate mentions removed across folders

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