Webinar Wednesday:Creating Reports That Rock

Agenda

Tab reporting Overall score Reviews Social Media Pulse Media Listings/Search Analytics Rankings

Report format, frequency, and structure

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 -

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

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

Individual Branch Report Example

Graph over time

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:

Individual Branch Report Example

Review Reporting

Download all reviews and review responses each month

Monitor review sentiment

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

Review ReportingHow are you trending?

Review Reporting

Location with the most positive/negative reviews Go to Reviews tab -> Report -> Store Comparison

Social Media Reporting

Set your dates at the top to match your reporting timeframe

Social Media Reporting

Report on individual branches as well!

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?

Pulse Reporting

Is your pulse composition changing? Is your average sentiment going up for down?

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

Listings Reporting

Download your listings summary Track progress by providers

Listings Reporting

Example: Facebook

Rankings Reporting

Rankings Report

Green arrow means up, red means down Look at local and web Track total average ranking

Local Search Analytics

Search Analytics Report

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

Sharing Is Caring

Do you have an awesome reporting example at your credit union? Share with your

CUBrandMonitor peers in our Community!