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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

Brand Report

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

  1. Click Analyze on the left-hand navigation bar

  2. Navigate to Create a Dashboard

  3. Click Get Started

  4. Select Brand Report

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

  6. Your template will load

  7. To share your dashboard:

    1. Click Share

    2. Select a report type:

      1. Link

      2. Download as a PowerPoint

      3. Download as a PDF (available as a link)

      4. Add to Google Slides

Benchmark Report

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

  1. Click Analyze on the left-hand navigation bar

  2. Navigate to Create a Dashboard

  3. Click Get Started

  4. Select Benchmark Report

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

  6. Your template will load

  7. To share your dashboard:

    1. Click Share

    2. Select a report type:

      1. Link

      2. Download as a PowerPoint

      3. Download as a PDF (available as a link)

      4. Add to Google Slides

Campaign Report

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

  1. Click Analyze on the left-hand navigation bar

  2. Navigate to Create a Dashboard

  3. Click Get Started

  4. Select Campaign Report

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

  6. Your template will load

  7. To share your dashboard:

    1. Click Share

    2. Select a report type:

      1. Link

      2. Download as a PowerPoint

      3. Download as a PDF (available as a link)

      4. Add to Google Slides

Coverage Report

Highlight your earned media coverage for your stakeholders. Use it for campaigns, issues you’re tracking, or periodic reports. Coverage Report Example.

  1. Click Analyze on the left-hand navigation bar

  2. Click Get Started

  3. Select Coverage Report Template

  4. Select up to 10 inputs for your report

  5. Click Generate

  6. To customize your Coverage Report

    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

  7. Choose metrics for the Summary section:

    1. 6 metrics are included by default.

    2. To add other metrics, click Add Insight at the top right of the page. This will open our insight library, which contains all available insights.

    3. To remove an insight (and access other options), click the kebab menu

    4. To move an insight, click and drag it.

    5. To resize an insight, use the arrow in the right corner.

  8. Choose coverage to highlight:

    1. In the Coverage Overview section, you’ll find 3 or 5 sections:

      1. By default, Online News, Social Media, and Print will populate. Bonus: if you have Broadcast, you’ll find 5 total sections including TV and Radio.

    2. By default, the top 10 mentions by Reach will be included in Highlighted Coverage

    3. Hover over the top right of Highlighted Coverage and select the content icon to see a list of mentions to choose from.

    4. Hover over any article to deselect mentions by clicking the X and select mentions to display by clicking the + symbol.

      1. By default, only unique (original) articles are shown. To include duplicate or similar articles, click Select Mentions to open the content stream, then click # Duplicates to select the articles you’d like to include.

    5. Content can be selected from other searches and tags. Click the pencil icon to select different inputs.

  9. Choose the number of mentions in the Coverage Overview: This section is intended to give your stakeholders relevant media coverage in addition to the ones you’ve highlighted. Hover over the top right of the Coverage Overview section to change the default mentions from 10 to 50 or 100. By default, the top 10 mentions by Reach will be included.

  10. The container adjusts automatically to ensure that all of the mentions are displayed properly. To change the view, use the corner arrows.

  11. To share your dashboard, click Share. A PDF will be downloaded to share with your stakeholders.

Blank Dashboard (Canvas Layout)

Build an at-a-glance overview of your chosen KPIs to analyze and monitor, and it can also be shared as a PDF. Use it to quickly monitor, measure, and analyze your active PR efforts.

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

  2. Navigate to Create a Dashboard

  3. Select Get Started

  4. Select Blank Dashboard (Canvas Layout)

  5. Select Add Insight

  6. Select all the widgets you’d like to include

  7. Click Add

  8. If you have added more than one insight, click Configure

  9. Add your input(s)

  10. Select Apply

  11. Repeat steps 7-9 until you’ve done so for all added insights

  12. Select the purple Download tab button in the top right-hand corner

  13. We will then prepare a PDF file and notify you when it is ready via a download notification on your desktop

Blank Dashboard (Slide Layout)

This is where you can export your metrics into a slide layout. These can be shared as PDF, PPT, Google slides, or a Shareable Link. Showcase the impact of your work by building your dashboard as a presentation to report on your key takeaways for your PR efforts.

  1. Select Analyze in the left-hand navigation bar

  2. Navigate to Create a Dashboard

  3. Select Get Started

  4. Select Blank Dashboard (Slide Layout)

  5. Select Add Insight

  6. Select all the widgets you’d like to include

  7. Click Add

  8. If you have added more than one insight, click Configure

  9. Add your input(s)

  10. Select Apply

  11. Repeat steps 7-9 until you’ve done so for all added insights

  12. Select the purple Download tab button in the top right-hand corner

  13. We will then prepare a PDF file and notify you when it is ready via a download notification on your desktop

Earned Media Measurement

Measure and understand drivers of earned media metrics using an interactive dashboard template designed for PR teams.

  1. Select Analyze in the left-hand navigation bar

  2. Navigate to Earned Media Measurement

  3. Select Create

  4. Select Add Search

  5. Add your search(es)

  6. Select Apply

  7. Select the purple Create Report button in the top right-hand corner

  8. A pop-up of generated slides will appear

  9. Select Share

  10. Select a download option

Classic Dashboard

Create a custom dashboard from our previous generation widget library. Learn more about Classic Dashboard Widgets.

  1. Select Analyze in the left-hand navigation bar

  2. Navigate to Classic Dashboard

  3. Select Create

  4. Select Add Widget

  5. Select a widget

  6. Click Add to Dashboard

  7. Select an input(s)

  8. Click Save

  9. Repeat this process until you have added all the widgets you want to include

  10. Select the green Save button in the top-right-hand corner

  11. Select Actions

  12. Select Share Dashboard


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 a download option

X (formerly Twitter) Overview

Measure your owned content across X accounts - these can be downloaded as an Excel, PDF, or shared dashboard.

Facebook Overview

Measure your owned content across Facebook accounts - these can be downloaded as an Excel, PDF, or shared dashboard.

Instagram Overview

Measure your owned content across Instagram accounts. The results can be downloaded as an Excel, PDF, or shared dashboard.

LinkedIn Overview

Measure your owned content across LinkedIn accounts - these can be downloaded as an Excel, PDF, or shared dashboard.

YouTube Overview

Measure your owned content across YouTube accounts - these can be downloaded as an Excel, PDF, or shared dashboard.

TikTok Overview

Measure your owned content across TikTok accounts - these can be downloaded as an Excel, PDF, or shared dashboard.

Cross Channel Tags

Measure content based on custom tags.

Cross Channel Overview

Measure content across all of your social accounts.

Instagram Benchmarking

Measure your owned content across Instagram competitive accounts.

Facebook Benchmarking

Measure your owned content across Facebook competitive accounts.

X (formerly Twitter) Benchmarking

Measure your owned content across X competitive accounts.

Facebook & Instagram Paid

Analyze paid performance across Instagram, Facebook & Messenger.

Paid, Earned & Owned

Analyze paid, earned, and owned performance.

Team Performance

Measure your team’s actions taken in conversations.


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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