Custom Reporting - Search and Report on Topics and Audiences

Leverage historical data to run reports by keywords and specific audiences to gain a better understanding of segments of employees and the people or topics that make up the workforce based on conversation Sentiment and Health Metrics.

Hint: Internal comms can use this to track and measure campaigns, whereas HR might use this to understand how internal and external announcements are resonating.

Start by creating a custom report: 

1. Navigate to the Spotlight Application and then Custom Reporting in the sub navigation

2. Select the Create a Report button

3. Complete the information, define the name of the report and select report type

• Topic Report - Create a report from keywords or phrases found in messages to gain insights around the topic or campaign important to you.

• Audience Report - Create a report from a group of users to gain a pulse of what’s happening in your organization. No keywords necessary.

 4. Define the Report Scope 

Topic Report:

Audience Report: 

Hint: If you are a Meta customer and searching for a hashtag, be sure to search for the hashtag regularly as well as surrounded by brackets. This is necessary to identify content formatted using markdown. For example, #hashtag, [#hashtag]

Reminder: Custom Reporting Cap will limit a user from creating a Custom Report if the result count if 2 million results or more.

For further information on Custom Reporting Caps click here.

5.  You should notice a processing icon next to your new report, during this time you won’t be able to click into your search

Note: Spotlight Custom Reports can take up to 24 hours to process. This is dependent on the search terms and amount of content being returned. 

6. Once it is processed, the icon will disappear and then you will be able to click into your completed Custom Report

Please note: If you would like to include private group data in Trending Themese in the Spotlight Dashboard and/or Custom Audience Reports please have your Aware admin visit System Settings > Modules >Spotlight.

Digest your Custom Report:

1. Click in to the desired report

2. An overview of your Custom Report will display at the top

3. Continue to scroll through the report and you will get more detail on each section. All of which are exportable.

Unique Authors: Top contributing authors who have mentioned a keyword or audience group one or more times. 

Sentiment Analysis: Total Sentiment Indicator over the searched time period and then broken down by time and Source

View Public Sentiment Anomalies (Public content only, if enabled within search criteria) that contributed to the Mentions by Sentiment. 

Once the link has been selected, a view will open up displaying the Public content that contributed to the sentiment breakdowns.

Reactions and Engagements

The Reactions and Engagement section only applies to the Workplace by Meta platform.

Private Group Reactions:

Included in Engagement Insights within Topic Reports

For further information on Group Reactions click here. 

Comment on Posts: 

Displays the total number of comments on the posts in the message set, as well as the group that authored the greatest number of comments.

Seen By:

Displays the total number of times the post has been viewed/read by users. 

Slack Reactions 

Slack users can view emoji reactions to messages when reviewing sentiment anomalies in Custom Reports. Emoji reactions are loaded by using a button that says “Load Reactions." The Slack API will return a maximum of 50 count per individual emoji reaction per message. Today, you can not see who reacted with the emoji. 

 

Topic Reports ONLY: 

Related Themes for this Report: When enabled, the processed Topic Report will return relevant keywords that are frequently used in conjunction with the defined keywords for the initial search. (Tip: Want to dive deeper into a specific keyword. Click on the word and the choose to explore more with a topic report)

Rerun your Custom Report:

To rerun a processed Topic Report either select the ellipsis in the desired Topic Report or open up the desired Topic Report and click Rerun Report in the right hand corner, users will have two options:

1. Quickly Re-run the report which will take all of the same parameters from the original report, and re-run it through today's date
2. Modify & Re-run will take the user to the pre-filled create report page with all of the same parameters from the previous report but gives the user the chance to edit. The end date will also be today's date. 

 

Engagement Trends
Within your Custom Report, scroll down to Engagement Trends. Here you will find trend data as it pertains to your topics - All sections are downloadable via the Export Data links found in the top right corner of each section  (Total Mentions, Sentiment Analysis, Sentiment Indicator by source)

Topic Report Trends:

Keyword Distribution filters are available for users to intuitively compare how keywords are performing.

Audience Report Trends:

Audience Insights

• Top Group by Messages: Top mention count by Group with a Sentiment breakdown (Tip: hover over the Sentiment bar to display the breakdown values). This section is exportable via the download button found in the top right corner of the section.

• Top Content Author by Messages: Rank of the top Content Authors with a Source breakdown (Tip: hover over the Source bar to display the breakdown values). This section is exportable via the download button found in the top right corner of the section.