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Meltwater Reporting Options

Cheyenne V. avatar
Written by Cheyenne V.
Updated today

Meltwater offers a variety of different ways to export data and report on your earned, PR, and social efforts. This article will break down the different sections of Meltwater and where reporting options are within them.

Explore

Share Dashboard

Export saved search data in an Explore search into customizable presentation slides.

  1. Navigate to Explore in the left-hand navigation bar

  2. Select a search

  3. Select the arrow on the far right-hand side

  4. Select Share Dashboard

Audience Insights Reports

Audience Insights takes a deep dive into your social media audience based on your saved searches. Use these to understand what resonates with them by discovering their demographics and consumer habits. These can be generated directly from your Explore searches. Learn more about Audience Insights Reports.

To create an Audience Report directly from your Explore search, follow these steps:

  1. Select Explore from the left-hand side navigation bar

  2. Select the search name of your desired social media search to open the folder

  3. Click the purple Actions button in the top right-hand corner

  4. Select Create Audience Report.

  5. You'll be automatically redirected to an Audience login page. Enter your Audience login details.

  6. Confirm the Search name and date range for your report.

  7. Click Next

  8. Select Launch to generate your report

  9. Your report will be sent to your email address for viewing and can be accessed from your Audience account.

Analyze

In Unified Dashboards, you can start with:

  • Custom Dashboard (a blank canvas you design from scratch) or

  • Choose a Roll-Based Template.

Templates are prebuilt dashboards designed around common use cases, built on best practices, and packed with the most popular widgets. They’ll get you about 80% of the way to a presentation-ready report in just a few clicks. From there, you can customize the layout, filters, and widgets to make it fully your own.

Custom

Custom - Start from scratch with a blank canvas. Add widgets, text, and filters to build dashboards tailored to your exact reporting needs. Can be downloaded as a PDF.

PR and Comms

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

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

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

  • Earned Media Measurement - Measure and understand drivers of earned media metrics using an interactive dashboard template designed for PR teams.

  • Crisis Management - Monitor and detect emerging risks by tracking negative sentiment, spikes in mentions, and influential sources. Stay ahead of potential issues and identify what needs a response to protect your brand reputation.

Note: Additional templates, such as Coverage Template, will be added later this year.

Social Media

  • Audience - Gain insights into your audience by exploring demographics, trending topics, hashtags, keyphrases, and more.

  • Owned Templates - Includes top metrics across multiple or individual inputs (Facebook, X, Instagram, etc.).

  • Paid Templates - Analyze paid performance across Meta (Facebook/Instagram) and TikTok.

Learn more about Unified Dashboards in Analyze.

Engage - Measure

Our Measure tab houses dashboards for measuring owned social media performance. Learn more about Getting Started with Measure.

All Measure Dashboards and reporting options can be found by following these steps:

  1. Select the Engage drop-down in the left-hand navigation bar

  2. Select Measure

  3. Select the Engage dashboard you want to report on

  4. Select Action

  5. Select between the following download options:

    1. Schedule Report: Select between a weekly or monthly interval and send to up to 25 email addresses

      Note: To schedule a report, you must save your dashboard first.

    2. Manage Subscriptions: View or delete the scheduled reports that are currently being distributed

    3. Send PDF to Email: The PDF will send to the email on file for your Meltwater account.

    4. Export Excel

    5. Share Dashboard: Customizable presentation slides. These dashboards can be shared via:

      1. Report Link

      2. PowerPoint

      3. PDF

      4. Google Slides

    6. Manage Shareable Dashboards: View or delete your existing shareable dashboards.

Learn more about Owned Social Analytics in Measure.

Report

Digest Reports

Digest Reports are personalized and automated email distributions that deliver the latest media results from your Explore searches directly to your inbox. Learn more about Digest Reports.

  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. Fill in all the necessary fields you’d like to specify

  5. Select Save

Dashboard Reports

Dashboard Reports are very similar to your Digest Reports; however, they are powered by your dashboards rather than Explore searches. Learn more about 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

  4. Fill in all the necessary fields you’d like to specify

  5. Select Save

Insight Reports

The Insights Report is an add-on reporting tool that allows you to create your executive report within minutes. Learn more about Insight Reports.

  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

  6. Click Next

  7. Click Create Slides

  8. Make any necessary adjustments

  9. Click Save

PR Insight Reports

PR Insight Reports are a new and customizable earned media report with AI-powered summarization and the ability to verify, modify, or delete content directly in the report. The new PR Insight Report experience allows for easy export into your preferred reporting format, including PPT, Google Slides, PDF, or dynamic links. Create reports based on a campaign or an issue by powering your report on searches or tags. Learn more about PR Insight Reports.

  1. Navigate to Reports in the left-hand navigation bar

  2. Select Insight Reports

  3. Select Create Report

  4. Make any necessary changes or additions

  5. Click Export

  6. Select your format

Klear

Full Campaign Report

Understand the true impact of your campaign by analyzing important metrics such as KPIs, top content, and ROI. A full Campaign Report includes a sample of top posts, demographic data, an overview of influencers, and relevant engagement metrics. Learn more about Sharing Campaign Reports with Stakeholders.

To create a Full Campaign Report, follow these steps.

  1. Select the campaign for which you would like to generate a report in the Campaigns tab

  2. Click the PDF icon on the top right corner of the screen

  3. To customize the campaign report filters, click Edit and select any relevant filters.

  4. Click Create Report to generate

CSV Reporting

Klear also offers three CSV reporting options:

  • Campaign Members Report

  • Campaign Content Report

  • Predictive Analytics Report

Here is how to generate a CSV report in Klear

  1. Select the campaign for which you would like to generate a report in the Campaigns tab

  2. Click the share button on the top right corner of the screen

  3. Select the report you would like to generate

    1. CSV Report options are: Campaign Members, Campaign Content, and Predictive Analytics

  4. Click Export, and the report will generate and be sent to your inbox within 5-10 minutes.

💡 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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