Create iQ Social Reports

iQ Social Reports are created to gather all the information collected in a monitor or dashboard

There are three ways to create a report:

• From the main page by clicking on Listen and then on Reports;
• From the Dashboards page, also by clicking on the three dots and then on Generate Report;
• From a dashboard by clicking on the three dots of the buttons in the Dashboard and then clicking on Generate Report.

1. Once you click on + to Create report, a new window will open, and you must:
   1. Select the Type: Dashboard Report or Dashboard Report Schedule.
   2. Name the report;
   3. Select the Dashboard;
   4. Select segment (optional).
2. Then, you must configure the report in Report Settings with the following information:
   1. Repeat this report: you can define whether the report must be created periodically or not. It could be Never, Daily, Weekly, Monthly, Quarterly or Annually.
   2. The Time range for the report.
   3. Timezone for the report
   
3. If you wish to send the report to users you must choose a group on Email Group. Also, you can change the groups by clicking on Configure Email Groups.
4. Once you’re satisfied with the settings of the report, click on Create Report. On the side of the screen, you will see a message indicating that the report will be Editable. On the Report’s main page, it will also appear in that same status.
   
   
5. Here you can choose to Edit Template, Rerun the report by choosing a different date range or email group, Publish the report in order to send an email to the mailing list and render the report un-editable, or Delete the report.
6. Click on Edit template to see your report and attached feed. You can also publish your report, generate a PDF, or print it.
7. When you’re satisfied, click on Publish Report. This will email the members of the mailing list you previously established and will render the report non-editable (unless you unpublish it later).