Reports

Reports

A report sums up a month for one brand: headline numbers with their ranges, the trend, competitors, sources and example answers. Open a brand’s Reports, or Reports in the workspace for every brand at once.

Drafts made for you

Once a brand’s first full weekly run is done, Ocita opens a draft a week before its report is due. Activity tells you it’s ready, and the report covers the month before the due date.

Each brand has one report per month. Set the due date on the brand’s Overview, in Report due. After it passes, it moves to the same day next month.

You can also start one yourself: New report on a brand’s Reports opens its draft, or creates one for this month if there isn’t one. Members can create reports for the brands assigned to them.

What’s in a report

1. Cover: your logo, the brand and the month.
2. Headline numbers: the four metrics, each with its range and Stable or Directional.
3. Visibility over 12 weeks, with its range.
4. By engine
5. Against competitors: the share-of-voice ranking, with ties.
6. Most cited sources
7. Example answers: answers you pinned, or two chosen for you if you pinned none.
8. Notes from your team

Numbers come from the last full weekly run. The preview shows the report page by page, as the people you share it with will see it.

Notes

Write in Notes, on the right of the preview. They appear on the last page, saved when you click away. Use them for what you want readers to take away and what you’ll do next.

Example answers

In Answers, use Pin to next report on any answer to add it as an example. Pinned answers can come from earlier weeks. See Answers.

Duplicating

Duplicate, in a report’s menu, starts a draft for the next month that has no report yet, with the same notes and pinned answers.

Statuses

The workspace’s Reports groups every report as Drafts, Shared or Archived. Drafts are listed by due date. Each row shows who created it, its share link and its views.

Sharing a report publishes it. See Sharing and exporting reports.