Contents

  1. What is Releasd?
  2. The Control Panel
  3. Adding Users
  4. Using Brands
  5. Creating a New Report
  6. Using the Report Builder
  7. Previewing a Report
  8. Sharing Reports
  9. Duplicating Reports

 

1. What is Releasd?

 

If you're here, you're probably looking to create visual PR reports that showcasing coverage, activity and analytics - all in one place.

These step-by-step instructions will help you do just that.

First, let's have a look at an example of a Releasd report (you can see more examples here):

releasd.com/example

You control the branding, layout and content of your reports, and they can be exported in a range of formats.

In the below video, our CEO Richard shares some example reports, and discusses the key features of the platform:

 



2. The Control Panel

Go to releasd.com/signin and enter your name, email and password.

Tip: If you haven’t got a Login yet, you’ll need to request one from your account Administrator.

 

 

3. Adding Users

 

Anyone who needs to create or edit a Releasd report requires their own Login.

Logins are managed from the Control Panel > Users tab.

Just click 'Add a New User' to set access rights and invite your colleagues into the account.

 

 

Read our full guide to managing users here.

 

4. Using Brands

Create Brands for different clients, campaigns or corporate identities for example.

All reports under a Brand share the same:

  • Logo
  • Background image
  • Fonts
  • Colour scheme

 

 

 

1. Click on the Brands tab

Then click 'Add a New Brand'. 

 


2. Add branding elements

After giving the Brand a name, explore the side-bar on the right of the screen to edit the header, background and widget settings. 

Note: always add a background image - it'll make your reports much more visual and professional.

 

 

Read our full article about Brands.

 

5. Creating a New Report + The Templates Gallery

 

Now you've added a Brand, it's time to create your first report.

 

1. Click the Pages tab

Then 'Create a New Page'.

 

 

2. Pick a Brand

This will determine the look and feel of your report.

 

 

3. Start from an editable Template (recommended) or blank canvas

Select from a range of layouts; don't worry they can be edited to suit your needs in the Report Builder.

Read our guide to Report Templates here.

 

 

6. The Report Builder + Content Widgets

 

The Report Builder enables users to create highly customised reports by dragging, dropping and resizing. It couldn't be easier.

Read the full article here.

Content Types

Click on the headers below to explore the different types of content that can be added to your reports.

Header & Spacer

The Header and Spacer widgets can be used to create sections and dividers respectively.

Text

Add copy, for example a summary of your PR activity.

Summary Metrics

Create an infographic for granular and report-level metrics. Create custom KPIs.

Evaluation

Add charts and graphs that prove the value of your PR results: 

Demonstrate that PR has raised brand awareness:

  • Mentions, Brand-Level Sentiment, Prominence
  • Attention Earned (Hours), Attention Cost Equivalence (£/$/€)

Prove that PR has impacted audiences:

  • Key Message Penetration, Spokesperson Quote Inclusion
  • Perception, Recall Score

Online Coverage with Metrics

Paste URLs to quickly generate live snapshots of online articles with a raft of automated metrics.

 

 

Print Coverage

Upload scans in the form of PDFs or images to create galleries of print coverage.

Social Posts

Showcase live posts and metrics from platforms including YouTube, Instagram, LinkedIn, Facebook & X.

Quotes

Draw attention to comments from media influencers or event attendees.

Images

Showcase product shots, event images or any other supporting imagery in a gallery.

Video

Upload/embed broadcast coverage or promo content which can be played within the report.

Documents

Embed press releases, reports, coverage logs or any Word, PPT, PDF or Excel files.

Navigation

Include links to other reports or any web page.

Contacts

Add contact information, for example for the team who created the Page.

Embed

Embed content from third party platforms including audio, Google Maps or countdown clocks.

 

7. Previewing a Report

 

To see how your report will look to readers, click Preview in the Toolbar.

 

 

To preview a report from the Control Panel, select the Pages tab, the click Preview.

 

 

8. Sharing a Report

 

Reports can be shared via the Toolbar in the Builder.

 

 

Or go to the 'Pages' tab in the Control Panel.

 

 

1. Put the report live

Before a report can be shared, it must be put live. Switch the Share slider on.

This will also refresh the metrics within the report, so it's best to leave this step until last. 

 

 

2. Select your method of sharing

  • Secure link: a live, interactive report that works perfectly on any device

  • PDF: a hard copy that can be downloaded and attached to an email

  • Editable PowerPoint: a fully editable presentation deck

  • Excel: a data-rich export that provides data on a granular level for online and social coverage

  • Full Screen Presentation: an interactive online version that's useful for presenting face-to-face or via Zoom

 

 

Read the full Sharing article here.

 

9. Saving Time by Duplicating an Existing Report

 

Once you've created a report that you're happy with, you can save time by duplicating it.

1. Go to the Pages tab, then click 'Duplicate'

 

 

2. Decide whether to keep the original content, or just the structure

  • Keep the layout: This maintains the structure of the report, but strips out all of the content (e.g. coverage, stats etc). This is useful for monthly reports for example

  • Keep layout & content: This maintains both the structure and the original content. Useful if you want to tweak a report for different audiences, for example one for Execs, another for Sales

 

 

---------------------------------------------

We hope you've found this guide useful. Have feedback or need help? Contact us at support@releasd.com or +44 (0) 20 3355 7459.