From Discovery to Actionable Insights
📊 Overview
The Report Builder is a tool for creating, saving, and sharing structured reports within Discover.
It allows you to transform raw monitoring data into polished, aggregated reports—perfect for:
- 🔁 Recurring analysis
- 🧑💼 Executive presentations
- 🤝 Team-wide reporting
🎯 Our goal is simple: provide a seamless bridge from Exploration (on the Feed) to Consistent Output (in the Report Builder).
🧠 What is the Report Builder, what does it do?
The Report Builder transforms your real-time Discover feed into structured, reusable reports ready for export or distribution.
It enables you to turn raw data into meaningful insights by allowing you to:
- ⚡ Build directly from your feed: Start reporting immediately from the view you’ve curated
- 🧩 Customize groupings: Categorize results by Brand, Channel, Topic, Tags, etc.
- 📏 Select specific metrics: Focus on what matters most (MIV, Potential Reach, etc.)
- 💾 Save and reuse: Avoid repetitive work with saved configurations
- 📤 Export easily: Use reports for analysis and business discussions
- 🔐 Control visibility: Keep reports private or make them Global for team access
💡 The Workflow in Practice
Filter in Discover 🔍 → Structure in the Report Builder 🏗️ → Export/Save and Reuse for recurring reporting 🔁
Key Capabilities
1. Seamless Filter Integration
The Report Builder inherits the exact filters you’ve applied to your Feed. If you can see it in Discover, you can report on it. This ensures your "Data Story" remains consistent from the first search to the final export.
2. Full Access to All Datapoints
You have total control over your data. Access the complete library of Metrics and Dimensions to build granular reports that meet your specific needs.
Access the full list of datapoints here
3. Advanced Grouping & Subtotals
Move beyond simple lists. Use Pivot Table logic to group data (e.g., by Channel, Category etc) and automatically calculate subtotals to see the aggregate impact of specific categories instantly.
4. Rank and Sort Your Data
Organize your findings by what matters most. Whether you need to see your top performing categores or rank publishers by MIV, the built in Sorting and Ranking tools allow you to prioritize data with one click.
5. "Show Delta" Comparison Logic
Compare Periods: Select two different timeframes (e.g., Q1 2025 vs. Q1 2024 or March Vs February)
Toggle Delta: Use the "Show Delta" feature to automatically calculate the percentage or numerical change between periods (as shown below)
6. Private vs. Global Saved Reports
Control who can access each report you create:
Private: Best for personal drafts or ad-hoc analysis.
Global: Share your report structure with your entire team or tenant to standardize reporting across the organization.
7. Quick Exports
Once you are sure of your data structure, export reports to Excel in just one click.
Quick starter guide: 5 Simple Steps
Filter: Start on the Feed to isolate the data you need.
Launch: Click Create Report and select Excel Report.
Structure: Drag and drop Dimensions and Metrics. Apply Sorting, Ranking, and Subtotals to refine your view.
Preview: Use the Preview function to validate your structure and data before finalizing.
Save & Export: Save your setup as a Global report or Export it instantly to Excel.
To see this in detail, read more
How to Build Your First Report : A Step by Step Guide
📊 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