How to Create or Edit a Report : Consumer Fusion

Reports are a powerful tool that can make it easy to keep track of key insights like how many new reviews you are receiving, how many reviews have been removed for your businesses, and many other things.

To get started with reporting, first navigate to the Reports tab in the dashboard:

This will take you to a page that lists all of the reports that have already been created in your account.

Creating a New Report

To create a new report, click on the Create Report button in the top right:

Adding General Information

The first step in setting up a new report is writing a name and description under the General Information

section at the top:

The Report Name is required, and the description is an optional field that will be displayed to help your team understand what the report is for in the future.

Selecting Locations or Groups

The next step is to select which locations or groups you would like to include in the report. To do this, click on the Select Locations or Groups button:

This will open a list of your locations and groups that allows you to choose which ones to include in your report:

Once you have selected all of the locations or groups that you want to include in your report, click on the Save button in the top right corner of the Select Locations or Groups tab:

Once you have successfully selected locations or groups to include, an indicator will appear that shows how many you selected to include in your report:

Selecting Report Segments

The next step is to select which report segments you want to include in your report. To do this, click on the Select Report Segments button:

This will open a list of all available report segments that you can include in your report:

Once you have selected the report segments that you want to include, click on the Save button in the top right corner of the Select Report Segments tab:

Some of the reputation report segments require you to select which directories to include in the report. If you have selected any of the segments that require this, you will see a section that allows you to select the directories that you want to include data for:

Selecting a Date Range and Optionally Scheduling the Report

In the Select Date Range section, clicking on the “This Month” link will open a calendar view that allows you to select which dates should be included in the report:

The calendar allows you to select either specific dates, or a relative date like “Last Month”

Once you have selected the dates that you want to include in your report, click on the Apply button in the bottom right corner:

If you would like your report to automatically update at specific intervals, select one of the options from the Schedule dropdown (the default is a One Time Report that does not automatically update):

Emailing the Report to Certain Recipients

If you would like your report to be sent to specified recipients, include them in the Recipients field:

You can use the Add Recipient link to add additional recipients:

There are also a few options related to PDF exports of the report in this section. One checkbox allows you to include a PDF download link in the email, The other checkbox allows you to toggle between the “Presentation PDF type” that is a shortened version of the report PDF and only includes a subset of the report data (leaving this unselected includes the full version of the data in the PDF).

Finishing the Report

To complete the process of creating the report, you can optionally select either of the checkboxes at the bottom to include a PDF download link in the report email or hide the dashboard logo that is automatically included.

To save the report, click the Save button at the bottom of the page: