Getting Started with Analyze

Learn how to generate customer reports and dashboards for earned media..

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

Meltwater offers two distinct applications for crafting reports and dashboards, each catering to different needs:

  • Analyze: Generates custom reports and dashboards for earned media. It allows for a tailored approach to understanding the impact and reach of media coverage.

    • If you have Engage, Owned Reporting can be found in Measure.

  • Measure: Tailored for owned and paid social media performance, Measure enables the creation of custom reports and dashboards. It's ideal for those looking to delve deep into the analytics of their social media activities, both organic and paid. To learn more, refer to the Get Started with Measure article.

Analyze is designed to simplify your analytics process, emphasizing user-friendliness and transforming complex data into insightful information. In this article, we will cover:


Before building any dashboard, you must first have at least one search saved in Explore. Learn more about Creating a Saved Search.

Types of Dashboards

Now, let’s look at the different types of dashboards.

Brand Report - Understand and report on brand awareness using metrics such as number of mentions, reach, sentiment, coverage by market, and key themes.

Benchmark Report - Compare brands, topics, or competitors to understand their share of voice across mentions, reach, sentiment, source type, and markets.

Campaign Report - Analyze and report on mentions from your campaign across various media types, engagement levels, and reach. Highlight the key coverage achieved.

Blank Dashboard (Canvas Layout) - Start from scratch with an empty dashboard. This can be downloaded as a PDF.

Blank Dashboard (Slide Layout) - Start from scratch with an empty dashboard in a slide format which you can easily export to a PDF, PPT, or Google Slides.

Earned Media Measurement - Analyze and report on mentions from your campaign across various media types, engagement levels, and reach. Highlight the key coverage achieved.

In addition to the above types of dashboards, you can also create a Classic Dashboard. Learn more about Getting Started with Classic Dashboards.

Creating a Dashboard

There are two different workflows for creating a new dashboard: one for Brand, Benchmark, and Campaign Reports and another for Canvas and Slide Layout Reports.

Creating a Brand Report, Benchmark Report, or Campaign Report

  1. Click Analyze on the left-hand navigation bar

  2. Click Get Started

  3. Navigate to the type of dashboard you want to create (Brand Report, Benchmark Report, or Campaign Report)

  4. Click Create

  5. Select up to ten inputs. These are your Explore searches or tags.

  6. Your template will load

  7. To customize your Dashboard:

    1. Hover over the top right-hand corner of the cover image to replace the existing cover image with your own branded slide cover

    2. Hover over the Meltwater logo to add your own

    3. Text can be customized into bullet points, ensuring you can craft your story with comments, highlights, and predictions

  8. To share your dashboard:

    1. Click Share

    2. Select a report type:

      1. Link

      2. Download as a PowerPoint

      3. Download as a PDF

      4. Add to Google Slides

Creating a Blank Dashboard (Canvas and Slide Layout)

  1. Select Analyze on the left-hand side navigation bar

  2. Navigate to the type of dashboard you want to create (Blank Canvas or Blank Slide Report)

  3. Select Create

  4. A blank dashboard will open

  5. To add insights to your dashboard:

    1. Click Add Insight

      1. The Insight Catalog will populate, listing all the insights you can add.

      2. Review the Insights Catalog for further details.

    2. Select one or all of the Insights you want to add to your dashboard

    3. Click Add

  6. To configure insights on your dashboard:

    1. Hover on the top right corner of each insight

    2. Click Edit insight

    3. An Update Settings panel will open on the right-hand panel. Here, you can configure:

      1. Select the saved searches and/or tags that will populate this widget

      2. Modify chart type

      3. Modify date range

      4. Filters

    4. Click Apply

      Note: Not all insights have multiple chart type selections if you are changing the chart type. For example, top Publications by Editorial Reach can be a Bar chart, Column chart, Donut chart, Line chart, or Wordcloud.

  7. To update the date range of all insights:

    1. Select the date range drop-down on the top menu

    2. Click on the date range required

  8. To update the date range of an individual insight:

    1. Hover over the insight

    2. Select Edit insight

    3. Update the date range

      Here you will notice a few different options when selecting a date range: Last Week, Last Month, Last Quarter, and Last 365 Days (replacing 'Last Year'). These are four common reporting intervals that have been added to avoid the need to select a custom date when reporting on earned media from these common time frames.

  9. To apply filters to the content in your insight:

    1. Hover over the insight

    2. Select Edit insight

    3. On the pop-up on the right-hand side, select Filters, and select from the following

      1. Source Type filter

      2. Language filter

      3. Location filter

      4. Sentiment filter

        Note: updating the filters will not override filters in your existing Explore search or other input source. It also will not show existing filters applied in your Explore search. Select Apply when finished.

  10. To remove words from a Word Cloud:

    1. Hover over the word or phrase you'd like to hide

    2. Select Hide

    3. To revert the change, select the eye icon to see the hidden terms and unhide the word or all hidden words.

  11. To delete an insight from your dashboard:

    1. Hover over the insight you want to delete

    2. Click the kebab menu

    3. Select Delete Insight

  12. To move a widget on your dashboard:

    1. Hover over the top of any insight; you will see a hand icon

    2. Move the icon around and put it wherever you want in your dashboard.

  13. To resize a widget:

    1. Hover over the insight you want to resize, you will see two arrows at the bottom corners

    2. Drag them to the desired size

  14. To set a background image:

    1. Click the kebab menu on the slide without a background

    2. Select Select Background image

    3. Add a link to upload your image

  15. To expand analytics within your dashboard:

    1. Hover over the insight you want to expand

      1. Example: Hover over a spike on a line graph to see the total number and percentage for that spike.

    2. Click on any point or visualization in the insight to open the related documents pop-up on the right-hand side

  16. To add a tab in your dashboard:

    1. Click Add Tab

    2. Select the drop-down

    3. Click Edit tab name

    4. Give the tab a name

  17. To duplicate a tab in your dashboard:

    1. Select the drop-down of the tab you want to duplicate

    2. Select Duplicate tab

    3. Click the drop-down on the new tab

    4. Select Edit tab name to rename the tab if necessary

Possibly Sensitive Content warns you if the content populating in your dashboards might not be suitable. Sensitive content can be automatically blurred. To expose the content, click Show or click the article. To opt out of this, please contact your Meltwater contact.

Creating an Earned Media Measurement Dashboard

To create a new earned dashboard, follow these steps:

  1. Click Analyze in the left-hand navigation bar.

  2. Scroll down to Earned Media Analytics

  3. Select Create.

  4. Select Add Search.

  5. Select the Search(es) and/or tag(s) you want to analyze via the inputs list. You can select up to 10 inputs to compare in your Dashboard, except for Share of Voice Inputs which have a max of 25.

  6. Click Apply

  7. To save your Dashboard, select Save in the top left

  8. Enter a name

  9. Select Save

NOTE: Broadcast searches will not apply to the following widgets: "Key Results," "Top Performing," "Potential Reach," “Share of Voice by Reach,” and "Top Publications by Reach."

Creating a Shareable Earned Media Measurement Report

To create a shareable report of your Earned Media Measurement dashboard:

  1. Click Create Report in the top right-hand corner

  2. Your slides will be populate

  3. Click within any slide to edit the text.

  4. When you finish your edits, click the Save button in the top right-hand corner.

  5. Click Share to open your options:

    • Get Report Link (this will create a password-protected link to the report every time)

    • Download PowerPoint

    • Download PDF

Understanding the Earned Analytics Available

In this section, we will review each slide of the Earned Analytics Report:

Slide 1 - What are the key results for the timeframe?

This section provides a high-level overview of the coverage for the chosen date range. It also provides context as to how this coverage compares to the previous date period, enabling you to quickly see trends in how your coverage is performing.

Note: Sentiment - This metric provides an overview of the sentiment of the results. It is computed by deducting the results with negative sentiment from the positive sentiment results and then comparing this with the total documents with a sentiment rating. Formula: ([number of positive documents] - [number of negative documents]) / ([number of documents with a sentiment rating]) x 100

Slide 2 - What is the top-performing news content?

This section identifies the top documents within your coverage based on the highest reach, most syndicated, and top social echo, allowing you to quickly review the content creating the most impact.

Slide 3 - How does the earned media break down?

With visualizations graphically showing the media coverage's performance, you can identify important events via a Share of Voice by Search, Mentions Trend (current date range), and Mentions Trend by Source Type.

Slide 4 - What are the top publishers?

This section highlights the publishers of the media coverage by the highest volume of coverage and their potential reach. Here, you can quickly identify mentions by your key publications or sources that would interest you due to the size or volume of content they are publishing.

Slide 5 - What are the top entities and keywords?

This widget shows the entities that appear most frequently as identified using algorithms. An entity is a keyword usually classified as a common or proper noun.

Slide 6 - What is the potential reach?

Finally, visualize the potential audience size that your coverage has reached via graphs showcasing Share of Voice by Reach and Potential News Reach (current date range).

Slide 7 - How favorable is the content?

This slide is generated by looking at each document and boils the article's tone into positive, negative, or neutral, derived from our natural language processing algorithms.

Learn more about Sentiment in our dedicated article here.

View the Content Powering your Earned Media Measurement Dashboard

Interested in what content is powering your analytics? Want to know more about the details behind a spike in mentions captured on a specific day? Use the Content Stream to open up the content powering your Dashboard.

Click the Show Content icon on the right to find the Content Stream. You can then download, tag, sort, change sentiment, or share results;

This Content Stream is also contextual, meaning if you click on a spike or widget from the breakdown section, the stream will open to highlight only the documents related to that specific spike/widget.

Exporting Analyze Reports & Insights

How to Export a Dashboard Report

Click on the top right Download Tab button to export a PDF of your report. Only the selected tab will be exported when exporting tabs in a dashboard.

How to Download Insights

You can export a widget as a CSV or image from your dashboard.

Option 1: Download CSV - Select a specific analytic or visualization from the Custom Dashboard and download the underlying data used to create that particular analytic. This downloaded data is in a CSV (Comma-Separated Values) file format.

Option 2: Download PNG - Whether you need to download or copy for use in presentations, exporting the insight as an image removes the need to take a screenshot.

To Download:

  1. Navigate to the Insight

  2. Select the three dots at the top right of the Insight

  3. Select Download as CSV.

    1. Alternatively, for an image view, select Download as PNG.

CSV Export Shown Above

How to Download a Dashboard

If you already have a Dashboard, you’ll find a change in export options. The dashboard layout can be exported as a PDF.

To find the combined export options of Dashboard Report Layout, navigate to Dashboard Report Layout under Build Your own Dashboard. These can be exported in Slides, PDF, or a shareable link.

Tip: you can also convert your Dashboard Layout into a Report Layout from the Dashboard Layout export menu.


Where do I find Dashboards?

In the Analyze tab, in the left-hand navigation, for users with the Explore for Media Intelligence entitlement.​

I’m not seeing results in my insight; why is that?

Ensure your searches are set up accurately. Keep in mind that some insights require a specific source type assigned to their search inputs. Dashboards are great for combined reporting across news and social sources. If your search, however, has filters excluding that source type, you won’t see it in the insight.

Should I create a Dashboard Layout or a Report Layout?

A: We’re introducing two options for building dashboards to fit your intended use case - daily interactive dashboards, and stylized dashboard reports.

  1. Dashboard Layout helps you build an at-a-glance overview of your chosen KPIs to analyze and monitor, and it can also be shared as a PDF.

  2. Dashboard Report Layout is your place to build an organized view of your metrics in a slide layout - these can be shared as PDF, PPT, Google slides, or a shareable link.

Either one can be your daily dashboard, but keep in mind that the organization is limited to slides in Report Layout. If you’d like to move an insight to a higher slide, you need to rebuild the insight in the corresponding slide. Report layout is recommended if you’re interested in exporting as slides. Both layouts can be exported as a PDF. These PDFs are not customizable.

How do I access other export options?

You can achieve this by creating a copy of your original dashboard. Navigate to the three dots above Export Tab on the top right of Dashboard Layout, and click Duplicate to Report Layout.

Can I power my report with searches, tags, and RSS feeds?

No, searches and tags only

Which insights exist in the Insight Library?

The comprehensive Insight Library can be found here.

How do I update custom colors?

Click on the three dots on the top right of the Dashboard for customization options, and select Input Color Editor.

​How do I apply labels to my charts?

Click on the three dots on the top right of the Dashboard for customization options, and select Turn Data Labels OFF or ON. When exporting, we recommend ensuring your labels are on.

What’s the maximum number of tabs I can create?

The maximum tabs are a total of 5 tabs with 20 insights per tab. (Custom Text and Custom Images don’t count toward the 20 insight limit).

How do I move the slide up or down in Report Layout?

Select the three dots menu at the top right of a slide, select “move slide up” or move slide down”

If I have feedback on the new features, where should I submit it?

Do you have an idea for a new insight or feature we should include in Dashboards? Share your feedback in the Community post!

What are dashboard limits? i.e. How many inputs per insight, how many insights per slide, how many slides per dashboard, etc.

You can create as many dashboards as you'd like (including Dashboard and Report layouts). Each dashboard can have up to five tabs and each tab can have up to 20 insights (Custom Text and Custom Image Insights do not count toward the 20 insight limit). Most insights can be powered by up to ten inputs. These inputs can be searches or tags. The Share of Voice (SOV) Insight can have up to 25 inputs.

💡 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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