Sharing an Email of Dashboard Analytics

Print

Modified on: Tue, 6 Dec, 2022 at 2:19 PM

When you share the charts contained in an Analytics Dashboard via email, recipients can see all charts included in the dashboard as images in an email. As a result, recipients can a visual representation of the coverage without having access to the Cision Communications Cloud system.

To start sharing the charts via email, you must select the coverage you want the charts to analyse.

1. To select articles individually, click the checkbox by only those clips that you want to include in the analysis. To select all of the articles, click the checkbox above the clips.
2. Click the Analysis button from the upper right corner of your screen.

The Analytics Dashboards with related options will appear. In the upper right-hand corner, you will see the ability to:

1. View all Analytics Dashboards that have been created
2. Select the dashboard you prefer to use when sharing the coverage visually
3. Ability to Edit a Dashboard
4. Option to Create New Dashboards

Once you selected an existing dashboard to share or created one, click the Share button in the upper left-hand corner.

Select Email as the method you will use to share the analysis.

1. Create the Email by completing the form with a Sender Email Address, Subject Line, Recipient Email Addresses (clicking enter after each one), and any Body Text you wish to add. You either enter email addresses individually or paste in multiple email addresses separated by a comma.
2. Select whether or not you want this email to be a repeating email alert.  If you do, turn on the toggle. Please be aware that this option is not well suited for most scenarios in which you have selected coverage following a  one time search as subsequent emails will be analysing the same selected coverage and the charts will not change.  This option is much better suited for Saved Searches.
3. Click Send to share the charts contained in the Analytics Dashboard via email.