How do I share reports?

Some of your text mining results may be more relevant than others. You can share this data in the form of reports both internally with colleagues, and externally with stakeholders who don't have access to the tool.

Sharing can be done from both the Dashboards page and the Analysis page. These offer you two different views of the data. Dashboards offer visualization through various charts and tables, while the Analysis page offers a view of the data in list form.

You don’t have to worry about contemporaneity, as results will be updated automatically if new data is added to the Organization.

Your fully customizable dashboards can act as reports which can be configured and shared both internally with your colleagues and externally with stakeholders. Those with access to these reports can drill right down into the data to gain valuable insights.

When you share your dashboard internally, your colleagues can access the dashboard you have created but they will not be able to view or change your configurations so you don't have to worry about changes being made that you are not aware of. They will, however, be able to filter for Sentiment, Time, and using the filter dropdown at the top right of the screen, create all of the same filters available on the Analysis page.

To access dashboards that your colleagues have shared with you go to the "Shared with me" tab on the dashboard menu.

Sharing a dashboard with a public link is useful so stakeholders, who don't have access to the Keatext app, can see the dashboards and even click through to the records. The shared dashboards act as reports.

Stakeholders who receive a public link will have access to the Sentiment filters as well as the filter panel on the top right which allows for filtering by Source and by Record fields. They can filter for a time period using Record fields. This allows for maximum segmentation within the public report itself.

Data can be isolated using Filtersets. You can also share these Filtersets with people outside of your Organization, regardless of whether they have a Keatext subscription or not.

Here’s an example: You launch a food delivery app. The app has price promotions regularly. Customers have mentioned that they have had problems accessing these promotions. At this point you don’t know if it’s a generalized problem with the way the promotions have been released to the customers or if certain customers lack the necessary technical skills to access them. You create a Filterset that isolates the Problems associated with the Tag “promotion” and you share it with the marketing department. As you add more data, each time both yourself and the marketing department view this Filterset the results will be up to date. Over time, you can see if these issues are getting more frequent or staying the same. This will help you both prioritize actions and catch problems before they become a crisis.

You must save the Fiterset before you can share it. Read more about the kinds of filters available in Keatext here.

Below we have created a Filterset called “Promotion problems” that displays results related to discount issues.

Once your Filterset has been saved, select the “Share” button. Copy the link and send it to those concerned. If you want to stop sharing simply select the “Unshare” button.

Think of the shared link as a themed report that always reflects the most up to date information.

The shared link provides you with a filtered view of the data. You will not be able to modify the Filterset, however you can toggle between Comments, Topics and Opinions, open and view related Comments, and create metadata Correlations to see the level of interest over time.