Getting Started with Insights Reports

Learn how to generate and customize fully automated media reports with key metrics powered by artificial intelligence.

Cheyenne V. avatar
Written by Cheyenne V.
Updated this week

The Insights Report is an add-on reporting tool that allows you to create your own executive report within minutes. Click here to see our example report.

This guide will cover:


Requirement

Insights Reports are created using saved searches. Some reports even have the opportunity to add multiple searches. Ahead of creating a report, create saved searches in Explore.


Creating an Insight Report

Follow the below steps to create an Insights Report.

  1. Select Report on the left-hand navigation bar

  2. Click Insight Reports from the drop down

  3. Select Click here to access your reports in the previous version of Insight Reports

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

  5. Choose your report type

    • PR Insight Report: get insights for your brand with the opportunity to benchmark again your competitors

    • Comparative Report: benchmark people, products, and other related entities against each other

    • Social Report: gain social insight for your brand benchmarked against your competitors

  6. Click Next

  7. Adjust the Date Range to the timeframe you’d like to report on and complete all required fields identified with a * symbol

  8. Click Create Slides

  9. Once the slides populate, make edits as needed

  10. Click the pencil icon next to any slide to edit and add custom summaries.

  11. Click Save

  12. After all slides have been reviewed and edited where necessary, click Update in the bottom right-hand corner to reflect all changes

  13. To change the master settings, such as adding slides or changing searches, click the Back

  14. When the report has been finalized click the X in the top right-hand corner. Your new insight report will now live in the Insight reports section of your account found in the left-hand navigation bar under Report


Editing Insights Reports

The main purpose of the Insights Reports is to easily show the success of your PR and communications efforts. These reports provide a straightforward and shareable format, eliminating the need for time-consuming data searches, spreadsheet management, or complex report creation. The process is automated, but you might find areas in the PDF report that you want to edit after it's generated.

To edit parts of the report, use the "Review and Update slides" feature. Follow these steps to access it:

  1. Select Report on the left-hand navigation bar

  2. Click Insight Reports

  3. Once the Insight Report page loads, click on the Kebab Menu on the Insight Report you would like to edit

  4. Select Review and update slides

    1. You are able to edit:

      1. Editing the Title

      2. Editing the highlights on each slide

      3. Removing m-score

      4. Adding key messages

      5. Featured negative and positive articles

Note: You will need to lock the edits if you choose to rerun the data and you want to keep your edits!

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Other parts of the report must be changed within the master settings. This can be found by following the below steps:

  1. Select Report on the left-hand navigation bar

  2. Click Insight Reports

  3. Once the Insight Report page loads, click on the Kebab Menu on the Insight Report you would like to edit

  4. Select Change master settings. This will bring you back to the same layout you saw when initially creating the report. These items can be changed within the master settings:

    • Date Range

    • Report Title

    • Language

    • Brand Name

    • Cover and Logo Images


Available Insights

Cover Slide:

Enhance your presentation by including a customized cover page to clearly divide different sections within your report. Include your brand image, a logo and section title.

Executive Summary:

This slide is an automated summary of the highlights from your report. Results of this slide will vary depending on which metrics and slides you decide to include in your report. (This slide can not be duplicated).

Custom Summary (Optional):

Include a custom summary slide that captures an overview of the main points from your report. Additionally this slide could also be used as a general text-based slide.

Media Exposure:

Display your brand’s media exposure by showing the volume of mentions vs. reach over time and the top publications with the most mentions.

Share of Voice by Reach:

Show a comparison of share of voice between your brand and selected competitors based upon the reach of publications.

Share of Voice by Volume:

Show a comparison of share of voice between your brand and selected competitors based upon the volume of mentions.

Competitive Media Exposure:

Compare the volume of earned media mentions between your brand and selected competitors over time.

Tonality:

Display the overall tone of mentions about your brand by showing the sentiment breakdown for mentions and how it trends over time. This slide also highlights articles with the most impact by reach.

Key Messages:

Get insight on the frequency of key messages you have supplied for your brand , or in relation to competitors. These words or phrases are cross-referenced with the selected searches to see how many times each phrase was mentioned.

mScore:

Display the breakdown of your brand’s mScore, or in relation to competitors. mScore is a unique measurement developed by Meltwater to understand perception of your brand over time giving equal weight to volume, reach, and sentiment.

mScore Position:

View the position of your brand’s mScore, or in relation to competitors. This slide provides a way to visualize how the varying degrees of sentiment vs. exposure can affect the mScore.

Social Media Exposure:

Display your brand’s total mentions by showing the volume vs. reach over time and by the top social channels with the most mentions.

Broadcast Exposure:

Showcase the number of broadcast mentions that your brand has trended over time by displaying its mentions by volume, top stations and the overall sentiment.

Print Exposure:

Showcase the number of print mentions that your brand has trended over time by displaying its mentions by volume, top publications and the overall sentiment.

AVE:

Display the monetary value of your brand’s media coverage by using Advertising Value Equivalency to estimate and highlight the amount of revenue attributed to an article.

Website Impacts:

Display a clearer picture of what types of articles brought users to your website

Geo Presence:

Display the local distribution of the earned media mentions for your brand. (Limited to these countries: USA, Canada, Germany, France, Brazil, Australia and Sweden.)

Geo Presence by Country:

Display the global distribution of the earned media mentions for your brand.

Top Publications:

Display a list of the top publications with the most mentions of your brand by volume or reach.

Top Influencers:

Display a list of the top publishers with the most mentions of your brand across your selected source types

Top Languages:

Display the top languages that most frequently mention your brand.

Table of Contents:

Provide an overview of your presentation by adding an auto-generated Table of Contents which are based on the summary panel titles of the slides you’ve included in the report


Troubleshooting

Fixing slides that are not fully loading

When you submit a report, it enters a queue for processing. If there is no queue your report should generate in about 45 seconds. If there is a queue, you’ll receive a message estimating the time it will take to generate your report. If you get no message or progress bar, refresh your browser and come back to it in about 10 minutes. During this time your report will have had a chance to automatically queue itself back up and complete. Additionally, if you supply an email address it will email you whenever an update has completed.


💡 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.


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