All Collections
Analyze & Report - Analytics, Dashboards, and Reports
Reports
How Do I Create or Edit A Digest Report?
How Do I Create or Edit A Digest Report?
Digest Reports are email distributions which can be customized to send you the latest media results from your monitoring.
Whitney W. avatar
Written by Whitney W.
Updated over a week ago

Digest Reports are email distributions which can be customized to send you the latest media results from your monitoring.

The article below walks you through the following features:

Sending Frequencies

Digest Reports can be set to distribute at the following frequencies:

  • Dashboard Report - Once a week

  • Hourly Digest - Hourly

  • Daily Digest One - One to Two times daily

  • Weekly Digest - Weekly

Protip: The default option for your reports is to only distribute a report when there has been a new document published. If you'd like to receive a report even if there aren't any articles or posts to be included, select Searches with Zero Articles under the Content Options within your report settings.

Create a new Digest Report

Check out this product tutorial which will walk you through these steps on your screen!

Digest Reports are connected to your saved searches to send the latest results. Before creating a new Digest Report, please ensure you have saved the monitoring topics or keywords for which you would like to receive the media coverage.

  1. Select Reports from the navigation bar on the left

  2. Select Digest Reports

  3. Select the purple Create Report button in the top right corner

Within the Report Settings window, customize the following features within your report:

  • Report Type

  • Title: This will also be the subject line of the email in your inbox

  • Content Option: Select the search to receive coverage from, how the results should be grouped when displayed and the elements to display for each document

  • Report Format: We recommend HTML to display the documents within the body of the email or PDF for an attachment

  • Sort by: Selecting any of the five different parameters/values with the option to sort the order ascending or descending to help surface the most impactful content first

  • Delivery Options: Select the current users as recipients, the days and times for the distributions. For some report types, a threshold for the maximum number of reports can also be set. If you would like to add a new recipient to a Digest Report who isn't currently a user, check out this product tutorial which will walk you through the steps to add a new user before continuing.

    4. Select Save

Additional Notes:

We understand the importance of seeing the most relevant information at the top of a report and recommend reordering the searches to your preference. Simply edit the report and select Reorder Content beneath the Inputs selection dropdown list within Content Options.

Edit an existing Digest Report

All edits to an existing Digest Report will reflect on the distributions to all the recipients selected for the report. If you'd like to edit a report's settings for only one user, please use the tick box to select the report and duplicate it. Then remove the user from the original report and follow the below steps to edit the newly duplicated report.

  1. Use the tick box to select the report

  2. Select the Edit icon in the top right If you would like to delete the report, select the trash icon

  3. Customize the Report Settings to meet your needs

  4. Select Save

Note:

If you would like to change the Report Type, please note that this can only be done during the initial set up of a report. As such, please follow the steps above to create a new report.

Article Sort by Options

You can sort content in your Daily Digest, by selecting any of the five different parameters/values with the option to sort the order ascending or descending to help surface the most impactful content first.

These options are:

  1. Reach: displays the items with the highest viewership on top.

  2. Relevance: displays the most applicable items first. Relevance is based on an algorithm that takes the prominence, reach, and age of the article into account.

  3. Prominence: displays items by term frequency. Term frequency means how many times a particular word appears in a text, divided by how many words exist in the text.

  4. Geo: displays items by their country (the country is listed in the header of the item; some items may not be associated with one particular country).

  5. Language: groups and displays by most recent language first.

To create:

  1. Navigate to Report on the left navigation bar in the Meltwater home screen. Select Digest Reports.

2. To modify an existing report, select the report to expand Report Settings. For a new report, select “Create Report” on the top right of the page.

3. In the Report Settings box, you can select the preferred sorting from the “sort by” dropdown. Sort by date will still be the default selection.

4. To modify the sort order, select Descending. Descending will be the default selection.

5. The selected sorting preference will be applied to the next report sent.

Article Grouping in Reports

Customizing your Article Grouping in reports can be an easy way to refine the display of articles or posts based on how similar the content is within them. Based on your selected options, the content within your report will display one of the grouped articles and include the number of similar or matching articles beneath it.

Your Article Grouping options are:

Similar - This groups articles or posts with a high percentage of similar language used within them. For example, press releases with the same body of text but different headlines would be grouped together.

Exact - This groups articles or posts with the exact matching text used within them. For example, syndicated articles would be grouped together.

None - This option will not group any articles or posts together. For example, if an article has been syndicated across three publications, your report will list out all three versions of the article.

Unsubscribe

In addition to editing a report's settings to remove users, all recipients can remove their email address from each distribution via the unsubscribe button at the bottom of the email.

Please note that the unsubscribe option can not be edited or removed from any Digest reports.

Once a user has chosen to unsubscribe from a report, future distributions of the report will not be sent to their email and the unsubscribed user will no longer be available for selection as a recipient for this report.

If a recipient has accidentally unsubscribed and would like to begin receiving distributions again, you'll need to duplicate the report and select the user's email address from the newly duplicated report.

Each user who unsubscribes from a report will also receive a confirmation email that their action to unsubscribe has been successfully updated.

Threshold Digest Alerts

If you currently have the Explore feature within your Meltwater agreement, you'll also have access to Threshold Digest Alerts.

These alerts enable you to set a custom number of matched articles, clips or social post results within each hourly or daily and will notify you when that threshold has been met. Setting a threshold that would be unusual to receive can ensure you are notified when that volume of mentions has been reached. This can be used for your search folders tracking for your brand's mentions, competitors, partners, influencers or relevant topics.

💡 Tip

Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.

Find answers and get help from Meltwater Support and Community Experts.

Did this answer your question?