Reporting 101

With our new and improved Report Builder, compiling, editing, and sharing polished, professional reports incorporating data from across the platform has never been easier. Experience increased efficiency, enhanced customization options, and streamlined report sharing capabilities. Navigate to the "Reports" tab from the platform's lefthand navigation menu or utilize the "Create Report" button available at various locations within the platform (including the main organic dashboard, specific project dashboards, the Publishing Analytics tab, or the the "Build PDF Report" button at the top of an engagement's Results & Analysis tab).

Report Creation Process

1. Creating a Report Based on the Current Dashboard View: Simply click on the "Create Report" button to generate a report populated with the data you're currently viewing.

2. Creating a Report from Scratch: Navigate to the "Reports" section, which includes "Report Library" or "Template & Drafts." Click on "Create Report" and start adding data based on your needs.

3. Creating a Report Based on Templates: Navigate to "Reports" > "Template & Drafts." Use one of our existing Zencity templates or your own customized template to generate a report by clicking on three dots menu and "Generate a report".

Editing a report

In the Report Builder, you can easily add data visualizations/widgets, upload your own images, and format the text to fit your needs. Don't worry about losing your work—changes are automatically saved! If you need to come back later, you can find your draft report in the Reports "Templates & Drafts" under the Drafts tab. From a Draft report, you can click on the options at the top right to:

• Edit: To move from Preview mode and open the "Add data" options.
• Download: Download your draft report locally.
• Save to Library: Save the final report to the Reports Library to be able to share it. This makes your report a PDF report that cannot be edited.
• Share: Control access to your report from the Report Library—by default, it is restricted only to you, but you can share it with the entire organization or specific colleagues. You can also share the report via email using the "notify" option and add a customized message that will be included with your report. You can use this feature to send the report to other Zencity users within your organization or to any other email address.

What are templates? 

Templates are designed to save you time. If you have a report that needs to be produced more than once, you can create a template and generate a report based on it. Benefits of using templates include consistency in report formatting, time savings, and the ability to automate report generation.

Remember!

• Templates show sample data as examples. Actual data is generated when you create a report from the template.
• Some features are not supported in templates, such as using specific dates or specific items (such as Stories). Instead, you can use smart widgets to include "Top Stories" from the past X days.
• You can share templates with your colleagues so that they will be able to use the template to create their own one-time reports. However, they will not be able to modify the template structure or control the subscription options. If you share a report with your colleagues and set up automation, they will also receive the reports via email.

How to create templates?

• Use Zencity templates; Navigate to "Zencity Template", click on the template card or "Duplicate Template" to create your own customized template based on Zencity template.
• Create a template based on the dashboard you're viewing: Use the "Create Report" button in the Organic section to select "Template Report" and create a template with your chosen filters.
• Create your own template; Go to Reports, click on "Create Report," and select "Template Report.
  

How to use templates?

You can share your template with your colleagues by clicking on the 'share' icon.

Your customized templates will be saved on the "Template & Drafts" screen under the "My Templates" tab. From there, you can choose how to utilize the template for generating reports:

• Manually generate a report based on a template. Within the template editor or the templates screen you have the option to manually generate a report using the "Generate a report" button.
  
• Subscribe to a "draft" automation, which will be sent to you for approval before saving and sharing.
  
• Subscribe to a "final PDF" automation, that will be saved in your library and shared with permitted users.

What Can I Include in a Report?

Click the "+ Add Data" button at the top left of the Report Builder to expand or hide the "Add Data" sidebar.

This sidebar houses all of the data available to you from across all of your active products. This includes:

Organic

Data Sources

All widgets you're used to seeing on your organic dashboard or within specific organic project dashboards can be added to a report. Individual stories (social media posts, news articles, broadcast media items, and Google Reviews) may also be added to a report. 

• Conversation Snapshot (a bundle of widgets)
  • This includes the "Volume of interactions" and "Sentiment Analysis" widgets
• What residents are talking about (a bundle of widgets)
  • This includes the "Most popular topics" and "Popular words" widgets
• Where the conversation is happening (a bundle of widgets)
  • This includes the "Channel Breakdown" and "Source breakdown widgets
• Dashboard widgets (each individual widget mentioned above can be added to the report on its own)
  • Volume of Interactions
  • Sentiment Analysis
  • Most popular topics
  • Popular words
  • Channel Breakdown
  • Source breakdown
• Stories (individual data items from your organic dashboard)

Publishing Analytics

All widgets available in the Publishing Analytics tab can be brought into a report.

• Dashboard widgets
  • Posts
  • Impressions
  • Interactions
  • Engagement Rate
  • Interactions breakdown
  • Videos 
  • Followers

Other

• Insights (full insights that are published to your Insights Feed by Zencity Analysts)

Surveys

Data Sources

The survey results that are available to you within the Community Survey's Summary and Analysis tabs can be added to a report.

• Dashboard Widgets
  • Overall Satisfaction Chart
  • Overall Satisfaction Text
  • Word Cloud
  • Choices Question Chart (eg. bar charts)
  • Cross Tabs (visualizations displaying question results by demographic groupings)
  • Questionnaire Table (table displaying the survey's questions and answer options)

Engage

Data Sources

All question visualizations (eg. bar charts, pie charts, map pin drops) that are available to you within the engagement's Results & Analysis tab can be added to a report. In an upcoming release, open-ended responses will be available to add. 

• Question Results