Exporting Benchmark Dashboards and Scheduling Reports

In Benchmark, you can choose to export your Brand Insights and Content Analysis dashboards in CSV, PDF, or PowerPoint (PPT) format, and schedule PowerPoint reports, allowing you to share your findings with stakeholders both inside and outside Social Media Management. In this article, find out how to export your dashboards in each format, optimize PDF exports for compatible browsers, and schedule PowerPoint reports.


Exporting dashboards as CSV

  1. In Benchmark, from the menu on the left, click either Brand Insights or Content Analysis.
    Screenshot_2023-03-28_at_1.21.03_PM.png
  2. Select the brands and networks you would like to include using the selectors in the top-left corner. Then select the desired date range using the date selector.Brand and network selector.pngDate selector.png
  3. After you have applied your settings, click Export > Export as CSV from the dropdown.Date selector and export button.png
  4. You will see a pop-up notification in the top-right corner of Benchmark indicating that your export has begun processing, and you will receive another notification when the export has completed and downloaded to your device.
    Screenshot_2023-03-28_at_1.11.12_PM.pngScreenshot_2023-03-28_at_1.11.25_PM.png

Both Brand Insights and Content Analysis dashboard exports will download as ZIP files. Each metric widget from your dashboard will download as a separate CSV in the ZIP file, and content feed data will export in one file for all filtered posts. 


Exporting dashboards as PDF

  1. In Benchmark, from the menu on the left, click either Brand Insights or Content Analysis.
    Screenshot_2023-03-28_at_1.21.03_PM.png
  2. Select the brands and networks you would like to include using the selectors in the top-left corner. Then select the desired date range using the date selector.Brand and network selector.png
  3. Date selector.png
  4. After you have applied your settings, click Export > Export as CSV from the dropdown.Date selector and export button.png

Once you click Export as PDF, your browser’s Print window will open and allow you to Save as PDF and preview your PDF prior to saving. You will see the print preview of your export along with options for customizing the display and print destination. Next, make sure that:

  • The PDF is marked as your chosen destination.
  • The browser's default margin settings are chosen.
  • No custom scaling has been applied.

You can also find the recommended configuration for each supported browser below:

Chrome

Destination
Save as PDF
Margins
None
Headers and footers
Uncheck
mceclip1__8_.png

Firefox

Orientation
Portrait
Page Headers
Blank
Page Footers
Blank
Bottom left dropdown menu
Save as PDF
mceclip2__5_.png

Safari

Paper size
A4
Orientation
Portrait
Print headers and footers
Uncheck
Bottom left dropdown menu
PDF
mceclip0.png

Edge

Printer
Save as PDF
Layout
Portrait
Margins
Default
Headers and Footers
Unchecked
mceclip3__3_.png

Exporting dashboards as PPT

Tip:

Check out our video for a quick tutorial on exporting and customizing your PPT report:

Note:

You can select from 2-6 brands to generate a PPT report. Please be aware that PPT exports are currently not exportable for single brand analysis or YouTube accounts.

  1. In Benchmark, from the menu on the left, click either Brand Insights or Content Analysis.
    Screenshot_2023-03-28_at_1.21.03_PM.png
  2. Select the brands and networks you would like to include using the selectors in the top-left corner. Then select the desired date range using the date selector.Brand and network selector.png
  3. Date selector.png
  4. After you have applied your settings, click Export > Export as PPT Report from the dropdown.Export PPT in Benchmark.png
  5. You will see a notification in the top-right corner that your export is in progress. Your file will download as a PPTX file.

Benchmark PPT reports can be opened in all major PowerPoint-compatible desktop and cloud softwares such as MS Office, Apple Keynote, Google Slides, etc. The report objects on each slide can be modified using desktop softwares, for example:

  • Edit fonts and font size
  • Edit chart data
  • Edit the chart type
  • Resize tables and images

Note:

At this time, Benchmark PPT reports cannot be edited in Google Slides.


Scheduling PPT reports by email

You have the option to send and schedule Benchmark PowerPoint (PPT) reports showcasing up to 6 Benchmark brands to both internal Social Media Management users and external stakeholders via email.

  1. In the top-right corner of a Benchmark dashboard, click Schedule to set up a scheduled report.

    Benchmark dashboard schedule report button.png

    Note:

    The report will be set up with the brands and networks you have selected in your Benchmark dashboard. You can create a report with up to 6 brands selected in your dashboard. If more than 6 brands are selected in your dashboard, the Schedule feature will not be available.Select no more than six brands notification.png

  2. In the scheduling panel under Choose recipients, enter the recipients you would like to share the report with. Search for internal Social Media Management users or teams, or enter email addresses for external stakeholders.Schedule report window.png

  3. Under Manage contents, you will see the brands and networks selected in your Benchmark dashboard. You can adjust the Data toggle to display data for either the last 7 days, week, 30 days, month, or 90 days.
  4. Under Define frequency, select the cadence for how often you would like the report to be generated via email (repeat every week, 2 weeks, month, or 3 months) and on what day of the week.
  5. When ready, click Save and Schedule.

Your report will be delivered on the set cadence and to the users you specified. If you need to edit your report settings, or delete a scheduled report, you can do so via the Manage Reports section in Benchmark’s navigation sidebar.Manage scheduled reports.png

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