Creating New Account Level Analytics Dashboards

Print

Modified on: Wed, 7 Dec, 2022 at 9:58 PM

You can create your new Account Level Analytics Dashboards in the Cision Communications Cloud. This enables you to create multiple Analytics Dashboards for various purposes. For example, create a dashboard for charts unique to Social Mentions or Share of Voice. Or, you may be reporting for different time frames, requiring different frequencies for the charts displaying data by date. You can create a new dashboard from scratch (building it chart by chart) or duplicate an existing one.

To get started,

1. Click News
2. Click Analytics

To create a new collection of charts, click the New Dashboard button.

Once that button is selected, a popup will appear that will enable you to:

1. Enter the name of your new dashboard.
2. Turn the toggle on if you want to create your new dashboard as a duplicate of an existing one. Else, leave the toggle turned off if you want to create a dashboard from scratch.
3. If you duplicate a dashboard, select the dashboard you want to duplicate.
4. Click Create.

Creating a New Dashboard as a Duplicate:

If you have opted to create your new dashboard as a duplicate of an existing one, the new dashboard will automatically appear with its new name 

1. And you chose to duplicate all the charts in the existing dashboard. At this point, you may have additional modifications you want to make, such as adding/removing individual charts or changing the name or other related chart attributes. Clicking the gear icons.
2. It will enable you to make changes at the Dashboard, Section, and individual Chart levels. You can learn more about specific modifications that can be made to a Dashboard in the subsequent sections of this document or by Clicking here to learn about making modifications to Sections and Individual charts.

Creating a New Dashboard from Scratch:

If you have opted to create a New Dashboard from scratch (without duplicating an existing one), consider the New Dashboard like a blank page that will need structure in the form of sections added to it, you will see suggestions of sections to add in the middle portion of the screen. These suggestions include bundles of charts easily added in bulk and a custom section option.

You will be presented with additional options when you click on a bundle or the custom section.

The following are the bundle options:

1. Coverage Summary– Total Mentions, Reach, Sentiment, Mentions by Location, Top Articles, Top Outlets, and Prominent Terms. All charts will be selected by default. Deselect any charts you do not want to add.
2. Social Coverage– Social Mentions, Social by Location, Top Authors (for each social channel monitored). If you have the social statistics add-on component of the Cision Communications Cloud, you will also see the Social Amplification and Social Engagement (for each channel monitored) charts. All charts will be selected by default. Deselect any charts you do not want to add.
3. Company Comparison– Mindshare Over Time, Company Sentiment, Share of Reach, Share of UVPM. If you have Prominence and Impact as part of your platform, the Company Prominence Over Time and Company Impact Over Time charts will be displayed as part of the bundle. All charts will be selected by default. Deselect any charts you do not want to add.
4. Empty Section– This allows you to create an empty section and add charts individually. If you select this option, you will be prompted to give the section a name.
5. Custom Section-This option will present all charts in the window. You can search for a particular chart by name. You will also be prompted to give the section a name.
6. Chart Selection- If you add the Coverage Summary, Social Coverage, or Company Comparison section, a chart selection popup will appear, enabling you to choose the specific charts from the grouping you want to add. While all charts are selected by default, you can uncheck charts you do not want to add.

Editing/ Moving Charts:

If you need to move the charts around and create a new order, hover over the chart title and click.  Once you hold down your mouse on the name, your cursor will turn into a hand icon that allows you to drag and drop the chart anywhere on the dashboard.  The blue line appearing as you move the chart will indicate where it will land if you drop it.

If you want to edit the chart to change its attributes such as the title, frequency, calculation used, apply filters and many more before generating a report or sharing the dashboard, to edit a chart, click the cogwheel icon.

A page will appear with options for changing various characteristics of the chart.

1. Data– The chart you have selected to edit will be highlighted in the Data column.
2. Type-Use the Type selection box to choose the type of chart. While the choices will be specific to the chart with which you are working. Choices often include  Line, Bar, Donut, and Stacked Bar. Mentions by location charts will have Map-US, Map-Global, and Map-Europe.
3. Name-You can give the chart a more meaningful title.
4. Preview-A preview of the chart will appear responsive to your choices on this page.
5. Appearance-Click into the Appearance section to change the Chart Size, Hide/Show Activity Annotations, Hide/Show Data Labels, and Change the Number of Series displayed by the chart. Showing Activity Annotations will show Email Distributions, Social Posts, Activities, and PR Web Releases along the bottom of the chart so that you can easily compare press pick-up with your PR efforts.
6. Advanced Options-Click on Advanced Options to Change the Frequency used to generate the chart, Calculation (Count vs Year over Year, Total vs Percentage of Total), Filter by Tone( only see positive, negative,  or neutral), and Filter by Company Search (Your defined Analytics Categories determine what appears here). The Advanced Options section will also choose to use a custom date range to generate the chart.
7. Basic Options-For some charts, you will have a Basic options section that allows you to choose what data the chart displays. An example is the Top Articles Chart, where you can choose to display articles with the greatest Reach, Prominence, or Impact. The Basic section of the Mentions by Location chart will allow you to choose whether you want the map to focus on the United States, Europe, or Canada or be Global.
8. Click Save

Editing/Moving Added Charts:

If you need to move the charts around and create a new order, hover over the chart's name and click.  Once you hold down your mouse on the name, your cursor will turn into a hand icon that allows you to drag and drop the chart anywhere on the dashboard.  The blue line will indicate where the chart will land if you drop it.

If you want to change the attributes of the chart, such as the title, frequency, calculation used, apply filters and many more before generating a report or sharing the dashboard, click the cog wheel icon.

A page will appear with options for changing various characteristics of the chart. Once you are happy with the changes, click save.

Deleting a Chart from the Dashboard:

To delete any chart on the dashboard. Click on the cog wheel icon on the chart you wish to remove.  When the pop-up appears, look for the trash can icon in the lower left of the screen.

You will get a confirmation message to confirm your request before removing the chart.

Adding a Chart to an Existing Section:

To add a new chart to an existing dashboard section, hover over the section to which you want to add the chart; when the options buttons on the left side of the screen appear, click the Add Chart button.

Once you select Add Chart, you will get the following pop-up menu to add a chart with specific attributes.  Below is a description of each section of the menu so you can customise your chart accordingly. For a description of all of the charts available, click here.

1. Data– The chart you have selected to add will be highlighted in the Data column.
2. Type-Use the Type selection box to choose the type of chart. While the choices will be specific to the chart with which you are working. Choices often include  Line, Bar, Donut, and Stacked Bar. Mentions by location charts will have Map-US, Map-Global, and Map-Europe.
3. Name-You can give the chart a more meaningful title.
4. Preview-A preview of the chart will appear responsive to your choices on this page.
5. Appearance-Click into the Appearance section to change the Chart Size, Hide/Show Activity Annotations, Hide/Show Data Labels, and Change the Number of Series displayed by the chart. Showing Activity Annotations will show Email Distributions, Social Posts, Activities, and PR Web Releases along the bottom of the chart so that you can easily compare press pick-up with your PR efforts.
6. Advanced Options-Click on Advanced Options to Change the Frequency used to generate the chart, Calculation (Count vs Year over Year), Filter by Tone( only see positive, negative,  or neutral), and Filter by Company Search (Your defined Analytics Categories determine what appears here). The Advanced Options will also have an option for using a custom date range to generate the chart.
7. Basic Options: For some charts, you will have basic options that allow you to choose the data the chart displays. An example is the Top Articles Chart, where you can choose to display articles with the greatest Reach, Prominence, or Impact.
8. Click Save, which will cause the chart to be added to the existing section.

Managing Sections:

As you hover over the upper right-hand corner of the section, you will see additional tools for managing the section beyond adding charts.

Within the section management toolbar, you will find the following options:

1. Expand or collapse the section.
2. Move the section above the previous section.
3. Move the section down below the subsequent sections.
4. Delete the section entirely.