📊 How to Build Your First Report: A Step-by-Step Guide

The Report Builder is a powerful tool designed to turn your monitoring coverage into structured, actionable reports. Whether you need a quick overview or a deep dive, follow these steps to build, customize, and save your first report 👇

🧱 Step 1: Filter Your Feed (The Foundation)

Before entering the Report Builder, define the story your data will tell.

Start by navigating to your Discover Feed and apply filters to curate the data you want to analyze:

• 🗓️ Timeframe: Date ranges or specific periods
• 🌍 Source & Origin: Brand, Industry, Location, Publisher
• 📰 Content Type: Channel, Topics, Tags, Language, Placement Type
• 🎤 Voice: Voice Type, Voice Name, Media
• 👗 Product & Events: Product Name, Categories, Events

💡 Pro Tip: Your report will exactly reflect the filters and sorting applied here.

🚀 Step 2: Launch the Report Builder

Once your feed is ready:

• Click Create Report
• Select Excel Report from the dropdown

➡️ This takes you into the Pivot Table Builder interface.

🧩 Step 3: Define Your Dimensions (Group Your Data)

Grouping helps you structure your data to answer specific questions.

You can group by:

• Brand
• Channel
• Voice Type
• Voice Name etc

📌 Examples of questions you can answer:

• “Which brands performed best on Social vs. Print?”
• “Which publishers drove the highest MIV for our latest event?”
• “How does coverage vary by region?”
  
  
  Find the list of all the groups and metrics here - Link

📏 Step 4: Select and Organize Your Metrics

Metrics are the numbers behind your insights. Choose what you want to measure:

• 💰 MIV (Media Impact Value)
• 🔢 Placement Count
• 👀 Potential Reach
• 📊 Average MIV

⚙️ Customization Tip:
Use drag-and-drop to rearrange Dimensions and Metrics. Your report updates instantly as you adjust.

Find the list of all the groups and metrics here - Link

📈 Step 5: Compare Date Periods & Track Changes

Want to analyze performance over time?

• Select Custom Date Changes
• Enable Show Delta

📉 This lets you easily track growth or decline between periods (e.g., 2025 vs. 2024).

👀 Step 6: Preview and Validate

Before exporting:

• Click Preview Report

⚠️ Important:

• Only the first 100 rows are displayed
• This is for structure validation only

✔️ The full dataset will be included in the final export.

💾 Step 7: Export or Save

Once everything looks good:

• 📥 Export: Download your report as an Excel file
• 💡 Save: Store your configuration for later

When saving, choose visibility:

• 🔒 Private: Only visible to you
• 🌐 Global: Visible to your entire team