Reports

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

Need something that isn't covered by one of our templates? By using the same editor with all customization and styling options, you can create a new report from scratch and add the relevant data snippets and visualizations.

In this article, we’ll cover the different types of templates that are available and will walk through how you can craft your own customized report.

Report templates

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

Conversation Summary

News Brief

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 based on an existing template

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

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. When the dashboard shows the data you're interested in, click 'Create Report' in the top right corner and choose "From a template." 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, add in additional widgets and items, 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. You can choose if you want to download the report as a PDF or save it to your Report Library.

** When clicking on "Create Report" from the News Feed tab, you will automatically be directed to the "News Brief" template.

How to create a new report from scratch

1. Go to whichever dashboard you are interested in: your general organic dashboard, or a specific project.
2. Click on "Create Report" and choose "From scratch." Alternatively, go to "Report Library" and click on "Create" in the top right corner. 
3. You’ll land in a rich text editor with the "Add data" sidebar already expanded. There are several options you can choose from (see below). All can be easily added by clicking on the + icon. 
   
   Organic 
   
   
   • Conversation snapshot - a mini-template that includes the "volume of interactions" and "sentiment analysis" widgets.
   • What are residents talking about - a mini-template that includes the "most popular topics" and "popular words" widgets.
   • Where the conversation is happening - a mini-template that includes the "channel breakdown" and the "source breakdown" widgets. 
   • Dashboard widgets - when clicking on it, you should see a list of all the available Organic widgets, including a live preview of the charts including the applied filters. 
   • Stories - all Organic items (social media posts and news media items). You can search to find specific items.
   • Insights - previously published Insights. You can search to find specific Insights.

         Engage

• The relevant engagement must be selected in order to select the questions you want to display results for. 

Filters

Whether you chose to customize an existing template or start a new report from scratch, you can use the same filters that are being used in the dashboard from within the report builder. 

When clicking on “Filters”, you will see all the different filters and adjust them as you see fit. A small counter on the “Filters” button will be updated in accordance to remind you that some filters were applied. 

In addition to the dashboard filters which will be visible once selecting "All data", you can also filter the data using a "Project" filter, to see only the information from a certain project. 

Filters have two “modes”: 

• "Global" - when adding a certain widget or a mini-template, it will consider the filters that are in place, and those will be applied to all widgets. 
• "Specific" - once a widget is added, it has its own filters and changes to the “global” filters won’t affect it. You can still change already added widgets filters. Once selecting a widget, the same filters sidebar will become available and any changes you will make will be applied only to the selected widget. 

By default, all the applied filters will be presented on each widget footer. You can remove it by using the "Show filters on widget" toggle (see image above). 

Ready to start? Create your first report.