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Reports

Create professional reports for stakeholders with Quarterback's reporting tools.

Report Types​

Activity Report​

Summary of all activities over a period:

  • Activity counts by source
  • Sentiment breakdown
  • Top posts and articles
  • Engagement metrics

Announcement Impact Report​

Analysis of announcement performance:

  • CAR metrics for each announcement
  • Comparison to historical average
  • Linked activities and reactions
  • Media coverage summary

Media Coverage Report​

Comprehensive media analysis:

  • Article counts by publisher
  • Sentiment trends
  • Key journalists
  • Share of voice (vs competitors)

Executive Summary​

High-level overview for board presentations:

  • Key metrics snapshot
  • Notable events
  • Sentiment trends
  • Recommendations

Generating a Report​

  1. Navigate to Reports
  2. Click + New Report
  3. Select report type
  4. Configure parameters:
    • Date range
    • Sections to include
    • Comparison period (optional)
  5. Click Generate

Report Sections​

Overview​

  • Period summary
  • Key metrics at a glance
  • Highlights and lowlights

Activities​

  • Activity volume chart
  • Source breakdown
  • Top activities by engagement

Sentiment​

  • Sentiment trend chart
  • Positive/negative breakdown
  • Notable sentiment shifts

Announcements​

  • Announcements in period
  • Market impact analysis
  • CAR comparison chart

Media​

  • Coverage summary
  • Publisher breakdown
  • Key articles

People​

  • Top authors
  • Influencer activity
  • Sentiment by author

Customizing Reports​

Branding​

Add your company logo and colors:

  1. Go to Settings → Report Branding
  2. Upload logo
  3. Set primary color
  4. Preview and save

Templates​

Save report configurations as templates:

  1. Generate a report
  2. Click Save as Template
  3. Name your template
  4. Reuse for future reports

Sections​

Choose which sections to include:

  • Toggle sections on/off
  • Reorder sections
  • Customize section content

Exporting Reports​

PDF Export​

Professional formatted PDF:

  • Suitable for printing
  • Includes charts and visualizations
  • Company branding applied

PowerPoint Export​

Presentation-ready slides:

  • One section per slide
  • Editable format
  • Chart images included

Data Export (CSV)​

Raw data for further analysis:

  • All metrics in tabular format
  • Import into Excel
  • Use for custom analysis

Scheduling Reports​

Set up automatic report generation:

  1. Create a report
  2. Click Schedule
  3. Set frequency (daily, weekly, monthly)
  4. Add email recipients
  5. Activate schedule

Scheduled reports are emailed as PDF attachments.

Tips & Best Practices​

  • Consistent periods - Use same date ranges for comparability
  • Add context - Include notes explaining unusual events
  • Right audience - Tailor detail level to recipients
  • Regular cadence - Establish routine reporting schedule