Creating and Editing Digest and Dashboard Reports

These reports are personalized email distributions that deliver the latest media results from your Explore searches directly to your inbox.

Cheyenne V. avatar
Written by Cheyenne V.
Updated over a week ago

Digest and Dashboard Reports are automated emails designed to keep you up-to-date with the latest findings from your Explore searches. These convenient reports gather and deliver the most recent articles, including summaries, directly to your inbox, ensuring you're always informed of the newest data since your last update. Only users on the Meltwater account can receive digest reports.

This article will guide you through:


Before Creating a Digest or Dashboard Report

Digest Reports are powered by your Explore searches. Ahead of creating an automated Digest Report, you must first create at least one search. Learn more about Creating a Search.

Dashboard Reports are also powered by your Explore searches. Once you've created a search, you will now need to create a Classic dashboard. After creating a Classic dashboard, you can create an automated Dashboard Report. Learn more about Classic Dashboards.


Digest Reports

Creating a Digest Report

Once you’ve created your search, follow the below steps to create a Digest Report:

  1. Go to the Report drop-down in the left-hand navigation bar

  2. Select Digest reports

  3. Select Create Report in the top right-hand corner

  4. Select your Frequency

    1. Daily: Once a day

    2. Hourly: Once every hour

    3. Weekly: Once a week

  5. Add a Subject line to be reflected on all of these digests moving forward

  6. Select Add sources

    1. Select up to 28 sources. These sources are the saved searches you previously created in Explore

  7. Select OK

  8. Select Articles Per Search. This will indicate the number of articles included in every digest report you receive.

    Note: If you've opted for the hourly report and selected 100 articles, it's important to note that there might be instances where the volume of coverage is insufficient to provide 100 articles every hour.

  9. Select Sort by

    1. Date: The day the articles were published

    2. Reach: Potential viewership of the article based on the number of monthly unique visitors to the source

    3. Relevance: Based on an algorithm that takes the prominence, reach, and age of the article into account.

    4. Prominence: Also known as term frequency, means how many times a particular word appears in a text, divided by how many words exist in the text.

    5. Geo: Where the article was written (by country)

    6. Language: The language the article was written in

    7. Social Echo: The number of X and Facebook shares of an editorial article

    8. Engagement: An aggregation of engagement numbers (i.e. threads, reactions, shares).

  10. Select Sort order

    1. Descending: latest to earliest

    2. Ascending: earliest to latest

  11. Select Article Grouping

    1. Similar Matches: Group articles with similar titles. For example, press releases with the same body of text but different headlines would be grouped together.

    2. Exact Matches: Group articles with the same titles. For example, syndicated articles would be grouped together.

    3. Don’t group items: Display all articles. For example, if an article has been syndicated across three publications, your report will list all three versions of the article.

  12. In the Display section, select all pieces of the article you wish to include in your Digest Report

  13. Select HTML or PDF depending on how you’d like to display the content

  14. Select the day or days you’d like to receive your digest reports (if you have selected daily or weekly)

  15. Select a Delivery time. You also have the ability to add a second delivery time if you have opted for the daily reporting schedule.

  16. Enter your threshold (optional): This field will help flag when there is an unusual amount of media mentions, signifying there could be an issue

    1. Threshold alerts let you specify a custom count for matched articles, clips, or social post results in your hourly or daily digests. You’ll be notified when this set number has been reached. By setting an unusual number threshold, you’ll know immediately when there’s a significant amount of mentions. This can be useful to closely monitor when tracking your brand's mentions, competitors, partners, influencers, or relevant topics

  17. Select recipients to receive the digest report - Only users on the Meltwater account can receive digest reports

  18. Select Save

Editing a Digest Report

Changing an existing Digest Report will impact all users that receive the report.

  1. Go to the Report drop-down in the left-hand navigation bar

  2. Select Digest reports

  3. Hover over the digest report you want to edit. Select the pencil icon

  4. Change the settings to your needs

  5. Select Save


Dashboard Reports

Creating Dashboard Reports

  1. Go to the Report drop-down in the left-hand navigation bar

  2. Select Dashboard reports

  3. Select Create Report in the top right-hand corner. If this button is unresponsive, you may need to clear your cache or open Meltwater in an incognito Chrome window.

  4. Give the report a Title

  5. Select the Classic dashboard you want to create a report for

  6. Select HTML or PDF depending on how you’d like to display the content

  7. Select recipients to receive the dashboard report - Only users on the Meltwater account can receive Dashboard reports

  8. Select the day you’d like to receive the report

  9. Select Save

Editing Dashboard Reports

  1. Go to the Report drop-down in the left-hand navigation bar

  2. Select Dashboard report

  3. Hover over the Dashboard report you want to edit. Select the pencil icon

  4. Change the settings to your needs

  5. Select Save


Viewing a Digest or Dashboard Report

Both digest reports and dashboard reports are delivered directly to your email inbox. These emails come from report@reports.meltwater.com. If you are not receiving digest reports, learn more about Email Deliverability Troubleshooting.


Unsubscribing from a Digest or Dashboard Report

Recipients can easily opt out of receiving Digest or Dashboard Reports. To unsubscribe, click the unsubscribe button found at the bottom of each email.

Note: You are not able to remove the Unsubscribe link from the Digest or Dashboard Report

  • Once a user unsubscribes, they won't receive future editions of the report, and they will be removed from the recipient list.

  • Users who unsubscribe will receive a confirmation email acknowledging their successful opt-out.


Re-subscribing from a Digest or Dashboard Report

If someone unsubscribes by mistake and wants to rejoin, the report needs to be edited. To re-add a recipient follow the below steps:

  1. Go to the Report drop-down in the left-hand navigation bar

  2. Select Digest reports (or Dashboard reports depending on what they want to be re-added to)

  3. Hover over the report you want to add a recipient to. Select the pencil icon

  4. Scroll to the bottom

  5. Add the recipient(s) in the Select recipients section


💡 Tip

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