Creating and Editing Dashboards Reports
Cheyenne V. avatar
Written by Cheyenne V.
Updated over a week ago

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

Dashboard Reports are automated emails designed to keep you up-to-date with the latest findings from your Classic Dashboards. Only users on the Meltwater account can receive dashboard reports.

This article will guide you through:

  • Before Creating a Dashboard Report

  • Dashboard Reports

  • Viewing a Dashboard Report

  • Unsubscribing from a Dashboard Report

  • Re-subscribing to a Dashboard Report


Before Creating a Dashboard Report

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.


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 Dashboard Report

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


Unsubscribing from a Dashboard Report

Recipients can easily opt out of receiving 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 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 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 Dashboard reports

  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

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.


Did this answer your question?