Creating Reports That Rock - Callahan & Associates · Data to report on: # of reviews (total and...
Transcript of Creating Reports That Rock - Callahan & Associates · Data to report on: # of reviews (total and...
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Webinar Wednesday:Creating Reports That Rock
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Agenda
Tab reporting Overall score Reviews Social Media Pulse Media Listings/Search Analytics Rankings
Report format, frequency, and structure
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Overall Score Reporting
Track this monthly!
Compare to the CUBrandMonitor client average in your monthly newsletter Click on the number to see your individual
branch breakdown -
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Individual Branch Report Example
Download raw data like this monthly
Location Overall Reviews Social Search
Branch 1 70 81 17 73
Branch 2 31 0 81 74
Branch 3 44 100 0 72
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Individual Branch Report Example
Track score changes
Location March April May
Branch 1 70 81 80
Branch 2 31 45 50
Branch 3 44 46 33
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Individual Branch Report Example
Graph over time
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Individual Branch Report Example
Download each individual summary reports per branch! Share with branch management
Select the location in top right drop down -> then click:
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Individual Branch Report Example
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Review Reporting
Download all reviews and review responses each month
Monitor review sentiment
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Review Reporting
Data to report on: # of reviews (total and across provider sites) Month-over-month change
Average star rating Month-over-month change
Average competitor star rating Month-over-month change
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Review ReportingHow are you trending?
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Review Reporting
Location with the most positive/negative reviews Go to Reviews tab -> Report -> Store Comparison
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Social Media Reporting
Set your dates at the top to match your reporting timeframe
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Social Media Reporting
Report on individual branches as well!
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Social Media Reporting
Content analysis Which posts (ie. video, image, text) get the most
comments and retweets? Which platform gets the most engagement? Hashtag activity – what’s trending?
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Pulse Reporting
Is your pulse composition changing? Is your average sentiment going up for down?
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Media Reporting
Share images that you are proud of New campaigns Member involvement Community events
Share images you were able to flag Show stakeholders you’re protecting the brand
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Listings Reporting
Download your listings summary Track progress by providers
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Listings Reporting
Example: Facebook
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Rankings Reporting
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Rankings Report
Green arrow means up, red means down Look at local and web Track total average ranking
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Local Search Analytics
Search Analytics Report
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Reporting Tips
Pick a realistic time frame Monthly, quarterly, semi-annually
Pick a template Powerpoint, Excel, data visualization program (like
Tableau)
Pick a reporting champion Make sure to document your process!
Share your progress
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Sharing Is Caring
Do you have an awesome reporting example at your credit union? Share with your
CUBrandMonitor peers in our Community!