Contents

  1. What is Releasd?
  2. Logging in to your Control Panel
  3. Adding Users
  4. Using Brands to Control Logos, Backgrounds, Colours & Fonts
  5. Creating a New Report + Using Templates
  6. Using The Report Builder + Adding Content
  7. Previewing a Report
  8. Sharing a Report
  9. Duplicating Existing Reports

 

1. What is Releasd?

 

If you're here, you're probably looking to prove the value of your PR results by showcasing coverage and analytics in a much more visual, professional way.

 

 

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 work perfectly on any device.

 

2. Logging in to your 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 to Control Logos, Backgrounds, Colours & Fonts

All reports under a Brand share the same:

  • Logo
  • Background image / colour
  • Fonts
  • Colour scheme

You may want to create a Brand for a client, product line, campaign or event for example. 

 

 

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. 

 

 

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.

Watch our brief overview video to learn the basics, or read the full article.

 

 

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

Contact us to activate PR evaluation if this widget is not present in your account.

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

  • Share via link for a live, dynamic and visual format
  • Embed widgets into a Gmail or Outlook message to share highlights within the body of your email
  • Generate a PDF as a backup or hard copy
  • Download a spreadsheet to get the raw data
  • Or present full screen, ideal for face-to-face meetings

 

 

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.