Export a report
The four reports, what each is for, how to export one, and how to schedule recurring delivery to the people who need it.
Reports are for the people who will not open the assistant. Everything in them is available live, so treat a report as a communication artefact rather than as your own working surface.
What you'll learn
- The four reports and who each is for
- How to export, and what your plan allows
- How to schedule recurring delivery
The four reports
| Report | What it covers | Who it is for |
|---|---|---|
| Brand report | Your overall standing: rates, movement, mentions | Leadership, monthly |
| Prompt performance | Prompt by prompt, surface by surface | The team doing the work |
| Competitive intelligence | Rivals, share of the answer space, movement | Strategy and sales |
| Client reports | One per client workspace | Agencies only |
Open Reports to see them with your current figures.
Export one
- Open Reports and pick the report.
- Set the period. Match it to the conversation: a month for a review, a quarter for a board.
- Export. CSV and PDF availability depends on your plan, so check plans and limits if the option is not there.
CSV is for analysis. PDF is for sending to somebody who will not open a spreadsheet.
Schedule recurring delivery
Set recipients and a frequency, and the report goes out on its own. Two rules that save embarrassment:
- Send yourself the first one. Read it as the recipient will, before anyone else gets it.
- Keep the recipient list short. A report nobody reads is worse than no report, because it teaches people to ignore the sender.
Agencies configure this per client. See schedule client reports.
What a report cannot do
- It cannot show the conversation. The evidence descent, the verbatim sentences and the panel-by-panel drill only exist live. If somebody wants to interrogate a number, give them access rather than a longer PDF.
- It cannot make an unmeasured figure measured. A surface reported as excluded is excluded in the report too. That is correct, and it is worth explaining once rather than being asked every month.
Use one well
- Lead with the change, not the level. "Share of voice up four points, and here is the change that did it" is a report. A table of current values is a spreadsheet.
- Put one verbatim sentence in it. Copy one line from Proof with its date and surface. It does more than any chart.
- Say what you will do next. One paragraph, from This week.
Try this in Outercite
Open Reports, export the brand report for last month, and read it as if you were the recipient. Anything you have to explain out loud belongs in the report.
Related
Quarterly brand health review
The process a report should serve.
Schedule client reports
The agency version, with branding.
Plans and limits
Which export formats your plan includes.
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