Creating Insights Reports

Creating an Insights Report allows you to curate and distribute competitive intelligence quickly and easily, so you and your team can take action.  

Your Collect Feed will be the primary source of Insights to populate your report, pulling in updates from all of the data sources Kompyte is tracking for your account - competitor URLs, social channels, Listening alerts, etc.  To make sure you are not missing any insights, be sure you are tracking all relevant data sources and URLs for your competitors.  You can learn more about optimizing your data sources here.  

This is what an insight might look like in your Collect Feed:

By default, your Collect Feed is going to aggregate all insights for the data sources you are tracking.  For the most relevant insights, use Saved Filters to drill down into the insights that matter most for your particular use case.  Saved Filters will be the building blocks of your Insights Report (and a huge time saver in your research!) For a refresher on how to create and manage Saved Filters, check out this article.  

To further refine your data and add meaningful context to your insights, you can apply relevant tags manually or automate them using workflows.  

To add a tag to an insight manually, click the 

icon and select the tag(s) you wish to apply, or create a new one.

To edit the insight with additional context, click on the 

icon then “Add Description”.   Using a website change as an example, you can type or copy/paste a description of what changed.

You can also update the web zone and tag from this view.  

Once you know what insights you want to curate and have added any relevant tags/edits, it’s time to build your report.  First, navigate to the Reports tab at the top of your screen.

Then, select Create a Report.

From the Template Gallery, select the Insights Report template.

Select which competitors you’d like to report on by clicking Manage Companies and selecting competitors:

Next, select a date range to report on:  

For the most meaningful report, you’ll now want to further filter your insights using Saved Filters.  

Click Edit Layout and then the 

 icon.  

Select the filter you wish to apply and click Next.  If you wish to make further edits to the style of your report you can do that now (For more information on report customization, check out this article.)  Otherwise, click Done.

Now you can re-name your report by clicking pencil icon at the top of the screen.  Click Done to save.

To schedule your report, click on the three dots in the upper right corner of your screen and then, Schedule.

You can then select your preferred date range, frequency, and recipients for this report, then click Save to schedule the report for sending.  

You can also share the report on demand by clicking the three dots and then Share.

To share with stakeholders who don’t have access to Kompyte, or to format for printing, you can also download a PDF copy of your report by clicking 

.

For a full walk-through, please reach out to your Customer Success Manager for a personalized training session on this and other reports.