Reports

Joanna
Joanna
  • Updated

Zencity’s reporting capabilities allow you to assemble professional reports in just moments about any subject in your dashboard. That could be a project, topic, an overview of the conversation happening in your community, media stories, and more.

With several templates available to choose from, you can save time on formatting and quickly export the data of interest in a layout that’s easy to skim and ready to share. Every template is customizable with drag-and-drop editing tools, so you can format the page, add notes, or remove sections to create the report you need. In this article, we’ll cover the different types of templates that are available, and will walk through the steps to producing an impressive report that’s ready to circulate.

 

Report templates

Currently, there are three templates available: the Conversation Summary, News Brief, and Council Memo.

Conversation Summary

 

What’s inside: The primary widgets you see in your dashboard, paired with key takeaways from the data.

Great for: Presenting where the resident conversation stands in general, or regarding a specific project that you’re following.

 

News Brief

 

What’s inside: A collection of news stories, drawn from your general dashboard or a specific project or topic.

Great for: Reviewing how a specific topic or project is being discussed in the media, or doing a regular sweep of stories that are making headlines in your community.

 

Council Memo

What's inside: Additional explanations about Zencity, our data collection methodology, and what the metrics included in the report mean.

Great for: Sharing Zencity-generated data with external stakeholders, like council members or the mayor's office, and making the report accessible to read.

More templates are coming soon! In the meantime, if there’s a report you need to regularly create, reach out to your Customer Success Manager or chat us below, so we can explore creating a template that suits what you have in mind.

 

How to create a report

  1. Go to whichever dashboard you are interested in: your general overview, or a project or topic.

  2. Apply any filters you want and review the data for any irrelevant items. If you're in a project, you can remove individual items by clicking on 'Remove from Project' in the 3-dot menu. Otherwise, please report any irrelevant or missing items to your Customer Success Manager.

  3. Once the dashboard is showing the data you are interested in, click ‘Export’ in the top right corner. Where you are located in the platform determines which data will be pulled into the report.

  4. In the screen that appears, select the template that is right for the report you want to create. See the section above to learn about which template might be right for you.

  5. You’ll land in a rich text editor. There you can arrange sections with drag-and-drop, remove sections you don’t want, adjust the font, and insert notes, images, or links, until the report appears just the way you want.

  6. Once you’re finished editing, click ‘Export Report.’

  7. Your report will then download onto your computer as a PDF file.

  8. Open to read, or attach it to an email to share with others.

** News Brief reports can also be created directly from the News Feed tab.

 

Ready to start? Create your first report.

 

 

 

 

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