Discover the Media Monitor
A new version of this functionality is ready for you in the Media Monitor, a module in Spotler Engage. Future development of this function will take place in the Media Monitor. Our advice is to switch over so that you can benefit from this. Is the Media Monitor not available in your environment? Contact us at customersuccessteam@spotler.com.
In the menu you find the Reports module.
- Add new report
- Add widget / graphs
New report
Step 1: Click on the 'Reports' module. A dropdown menu opens with two blue buttons at the bottom: 'New Quick Report' and 'Add New Report'
Step 2: Choose the desired report:
New quick report
When you click on this you will be taken to the quick search screen. You enter a search query and get immediate results. From the quick search you also have the option to save the report.
Add new report
As soon as you click on 'add new report', a pop-up will appear where you can set a number of things.
You give the report a clear name and optionally an extra description.
Available for roles
Under 'Available for roles' you indicate which roles are allowed to see this report in their menu bar.
Part of report
You can then make this report part of a previously created report. The report then becomes a subreport and is displayed at the top of the white menu bar below the main report. The subreport is then only visible when you hover your mouse over the main report.
Searches
At 'Searchs' you select one or more searches that you want to analyze.
Pay attention! You can use up to 10 searches in one report.
Based on report
Finally, choose an empty report, a standard template or a previously created report. Click on the 'Blank report' field to select a previously created report or to use a standard template. You can choose from the templates 'account development report', 'volume report' or 'webcare report'.
Step 3: Then click on 'Create report' to add the new report.
Add widget / graphs
Step 1: Click on 'Reports' at the top of the screen. Select a report you want to add a chart to, or open a new report.
Charts menu:
Step 2: Once the reports screen is opened, a menu will appear on the left.
Under the charts menu you will find eleven categories under which all charts are placed. By clicking on a category you will see all the charts that you can add to the report.
Step 3: If you click on the chart category you want to add to the report, pick up the chart and drag it onto the report. You can release the graph where you want to place the graph. All graphs can be moved by clicking with your mouse in the top part of a graph (when the cursor of your mouse changes to 4 arrows) and picking up the chart.
Adjust chart settings: all settings of a chart can be adjusted by clicking on the cogwheel at the top right of a chart. You can change the size of the graph by moving your mouse over the edge or corner, grabbing the edge by clicking (and holding) and moving.
For more information visit the overview of all possible widgets article.